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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
VCM
1451
Versant Capital Management
Arizona
$32.8K
T
1452
Tidemark
California
$32.7K
OCM
1453
Orion Capital Management
California
$31.1K
LHEI
1454
Leo H. Evart Inc
California
$30.3K
PMIM
1455
Prudent Man Investment Management
Colorado
$30.3K
TWD
1456
True Wealth Design
Ohio
$30.1K
SWP
1457
SIMA Wealth Partners
Virginia
$29.1K
DAM
1458
Delta Asset Management
Tennessee
$28.8K
SIM
1459
Synergy Investment Management
Florida
$28.6K
DPW
1460
DiNuzzo Private Wealth
Pennsylvania
$28K
AEPWM
1461
Atlantic Edge Private Wealth Management
Florida
$26.9K
AIC
1462
Archer Investment Corporation
Indiana
$26.9K
AF
1463
Align Financial
Minnesota
$25.8K
TFG
1464
Team Financial Group
California
$25.6K
KFI
1465
Key Financial Inc
Pennsylvania
$25.4K
NRC
1466
New Republic Capital
North Carolina
$25.1K
TWC
1467
TD Waterhouse Canada
Ontario, Canada
$23.2K
TFA
1468
Toth Financial Advisory
Virginia
$23.1K
FDCDDQ
1469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K
HPIA
1470
Hamilton Point Investment Advisors
North Carolina
$22.9K
MIM
1471
Marshall Investment Management
Colorado
$22.8K
PWMG
1472
Private Wealth Management Group
New Jersey
$22.7K
GEA
1473
Glen Eagle Advisors
New Jersey
$21K
PIS
1474
POM Investment Strategies
North Carolina
$20.8K
HPWM
1475
High Point Wealth Management
New Jersey
$20.2K