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Schwab US Large- Cap ETF

1,516 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 642 increasing their positions, 532 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

2.13% less ownership

Funds ownership: 47.62%45.49% (-2.1%)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.2B)

Holders
1,516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
191
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
GI
1426
GAMMA Investing
California
$38K
AWA
1427
Acumen Wealth Advisors
Tennessee
$37.4K
MJRIC
1428
Mogy Joel R Investment Counsel
California
$37K
AGA
1429
Arkos Global Advisors
Texas
$37K
WPA
1430
West Paces Advisors
Georgia
$36K
SRCM
1431
Signature Resources Capital Management
California
$34.3K
TFM
1432
TFC Financial Management
Massachusetts
$34K
PGAM
1433
Princeton Global Asset Management
New Jersey
$33.8K
BC
1434
Bulwark Capital
Florida
$33.5K
VCM
1435
Versant Capital Management
Arizona
$32.8K
T
1436
Tidemark
California
$32.7K
OCM
1437
Orion Capital Management
California
$31.1K
LHEI
1438
Leo H. Evart Inc
California
$30.3K
PMIM
1439
Prudent Man Investment Management
Colorado
$30.3K
TWD
1440
True Wealth Design
Ohio
$30.1K
SWP
1441
SIMA Wealth Partners
Virginia
$29.1K
DAM
1442
Delta Asset Management
Tennessee
$28.8K
SIM
1443
Synergy Investment Management
Florida
$28.6K
DPW
1444
DiNuzzo Private Wealth
Pennsylvania
$28K
AEPWM
1445
Atlantic Edge Private Wealth Management
Florida
$26.9K
AIC
1446
Archer Investment Corporation
Indiana
$26.9K
AF
1447
Align Financial
Minnesota
$25.8K
TFG
1448
Team Financial Group
California
$25.6K
KFI
1449
Key Financial Inc
Pennsylvania
$25.4K
NRC
1450
New Republic Capital
North Carolina
$25.1K