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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
SIC
1401
SJS Investment Consulting
Ohio
$75.5K
ACA
1402
American Capital Advisory
Idaho
$70.8K
CJ
1403
Caitlin John
Michigan
$70.2K
MWA
1404
Merkkuri Wealth Advisors
New York
$69.6K
AW
1405
Avion Wealth
Texas
$69K
CNBTD
1406
Citizens National Bank Trust Department
Mississippi
$68.9K
RWM
1407
RMG Wealth Management
Wisconsin
$68.8K
EP
1408
Essential Partners
California
$68.4K
APW
1409
Atlantic Private Wealth
North Carolina
$66.1K
FGAM
1410
Financial Gravity Asset Management
Texas
$65.6K
HIA
1411
Harbor Investment Advisory
Maryland
$65.4K
HI
1412
Hoey Investments
Pennsylvania
$62.4K
FFA
1413
Frazier Financial Advisors
Ohio
$62.1K
BL
1414
Balentine LLC
Georgia
$60.2K
SIS
1415
Strategic Investment Solutions
Illinois
$60.1K
SWIM
1416
Smallwood Wealth Investment Management
New Jersey
$55.7K
GJIA
1417
Glass Jacobson Investment Advisors
Maryland
$54.8K
FP
1418
Financial Perspectives
Minnesota
$54.8K
SWA
1419
SOA Wealth Advisors
New York
$54.4K
KCM
1420
Key Capital Management
Tennessee
$54.3K
PWMG
1421
Prestige Wealth Management Group
New Jersey
$53.8K
TCM
1422
Triumph Capital Management
Colorado
$52.1K
GKIM
1423
GW&K Investment Management
Massachusetts
$52K
TFGT
1424
TS Financial Group (TSFG)
Illinois
$52K
RBC
1425
Roble Belko & Company
Pennsylvania
$50K