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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
DCM
1426
Davis Capital Management
Florida
$48.9K
GWS
1427
Glassman Wealth Services
Virginia
$48.3K
CSB
1428
City State Bank
Iowa
$48.2K
LWM
1429
Lodestone Wealth Management
Washington
$48K
PP
1430
PFS Partners
New Jersey
$45.8K
BF
1431
BOK Financial
Oklahoma
$45.2K
TWM
1432
TopTier Wealth Management
Wisconsin
$45.1K
TWIM
1433
TIAA Wealth Investment Management
New York
$45K
EA
1434
Evergreen Advisors
Tennessee
$45K
SS
1435
Sunbelt Securities
Texas
$44.8K
HWM
1436
HighMark Wealth Management
Minnesota
$44.7K
VWA
1437
Valued Wealth Advisors
Utah
$43.7K
MNA
1438
Manning & Napier Advisors
New York
$43.4K
MWM
1439
Magnolia Wealth Management
Alabama
$41.6K
PCA
1440
Providence Capital Advisors
North Carolina
$40K
GI
1441
GAMMA Investing
California
$38K
AWA
1442
Acumen Wealth Advisors
Tennessee
$37.4K
MJRIC
1443
Mogy Joel R Investment Counsel
California
$37K
AGA
1444
Arkos Global Advisors
Texas
$37K
WPA
1445
West Paces Advisors
Georgia
$36K
SRCM
1446
Signature Resources Capital Management
California
$34.3K
TFM
1447
TFC Financial Management
Massachusetts
$34K
PGAM
1448
Princeton Global Asset Management
New Jersey
$33.8K
BC
1449
Bulwark Capital
Florida
$33.5K
BWA
1450
Basecamp Wealth Advisors
Washington
$33K