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Schwab US Large- Cap ETF

1,532 hedge funds and large institutions have $28.1B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1.97% less ownership

Funds ownership: 47.62%45.64% (-2%)

6% less funds holding in top 10

Funds holding in top 10: 206193 (-13)

7% less capital invested

Capital invested by funds: $30.2B → $28.1B (-$2.09B)

Holders
1,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55M
Puts
$626K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1376
Gables Capital Management
Florida
$129K
TLFA
1377
True Link Financial Advisors
California
$126K
OW
1378
Olistico Wealth
Oklahoma
$126K
FCAS
1379
First Command Advisory Services
Texas
$124K
JWM
1380
JPL Wealth Management
Colorado
$119K
BCMIO
1381
Beacon Capital Management Inc (Ohio)
Ohio
$118K
CB
1382
Community Bank
New York
$116K
SIS
1383
Sound Income Strategies
Florida
$114K
AWM
1384
Activest Wealth Management
Florida
$112K
HHGA
1385
Halbert Hargrove Global Advisors
California
$111K
CPA
1386
Cardiff Park Advisors
California
$103K
NSIM
1387
North Star Investment Management
Illinois
$103K
MCA
1388
McGuire Capital Advisors
Oklahoma
$97K
KFAS
1389
Keating Financial Advisory Services
Kansas
$92.7K
RMP
1390
Richards, Merrill & Peterson
Washington
$89.6K
CPG
1391
Cornerstone Planning Group
New Jersey
$89.2K
RP
1392
Rice Partnership
Hawaii
$88.5K
TAR
1393
Trask Adam Roland
$87.1K
HNW
1394
High Note Wealth
Minnesota
$84.9K
HPC
1395
HM Payson & Co
Maine
$84.9K
FPF
1396
First Pacific Financial
Washington
$81.7K
LAS
1397
Lloyd Advisory Services
Georgia
$79.9K
KFG
1398
Kingdom Financial Group
Arizona
$79.9K
ME
1399
McIlrath & Eck
Washington
$77.6K
CFS
1400
CGC Financial Services
Oregon
$76.9K