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Schwab US Large- Cap ETF

1,515 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, 531 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:

2.15% less ownership

Funds ownership: 47.62%45.47% (-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 (-$2.21B)

Holders
1,515
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
TFA
1451
Toth Financial Advisory
Virginia
$23.1K
FDCDDQ
1452
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K
HPIA
1453
Hamilton Point Investment Advisors
North Carolina
$22.9K
MIM
1454
Marshall Investment Management
Colorado
$22.8K
PWMG
1455
Private Wealth Management Group
New Jersey
$22.7K
GEA
1456
Glen Eagle Advisors
New Jersey
$21K
PIS
1457
POM Investment Strategies
North Carolina
$20.8K
HPWM
1458
High Point Wealth Management
New Jersey
$20.2K
Q1WB
1459
Quest 10 Wealth Builders
Virginia
$19.8K
NWMP
1460
Noble Wealth Management PBC
Colorado
$19.7K
PAG
1461
Paladin Advisory Group
Iowa
$17.6K
NA
1462
Networth Advisors
Pennsylvania
$16.9K
CTB
1463
Country Trust Bank
Illinois
$16.2K
TWM
1464
Topsail Wealth Management
North Carolina
$16.2K
DWP
1465
Destiny Wealth Partners
Florida
$15.8K
KA
1466
Kozak & Associates
Colorado
$15.7K
HCM
1467
Horrell Capital Management
Arkansas
$15.5K
PF
1468
PlanVest Financial
Maryland
$15.4K
AWM
1469
Aberdeen Wealth Management
Illinois
$15.4K
CSPIA
1470
Cary Street Partners Investment Advisory
Virginia
$15.3K
PB
1471
Prosperity Bancshares
Texas
$14.9K
LWMI
1472
Legacy Wealth Management (Idaho)
Idaho
$14.8K
CCMW
1473
Cypress Capital Management (Wyoming)
Wyoming
$14.8K
MPW
1474
MASECO Private Wealth
$13.2K
HBW
1475
Hazlett, Burt & Watson
West Virginia
$13K