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Schwab US Large- Cap ETF

1,533 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

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

22% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5501,533 (-17)

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
1,533
Holders Change
-17
Holders Change %
-1.1%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
99
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
126
Belpointe Asset Management
Nevada
$34.4M -$3.48M -129,717 -9%
BA
127
Ballast Advisors
Minnesota
$34.2M +$1.7M +63,352 +5%
FIA
128
FPC Investment Advisory
California
$34.1M +$3.87M +144,215 +13%
AA
129
Ashford Advisors
New York
$34M -$753K -28,078 -2%
CWG
130
Cornerstone Wealth Group
North Carolina
$34M -$1.31M -48,808 -4%
SLT
131
St Louis Trust
Missouri
$34M +$726K +27,066 +2%
LAM
132
L2 Asset Management
Massachusetts
$33.7M +$19.8M +736,403 +128%
AIM
133
Athena Investment Management
California
$33.5M +$1.56K +58 +0%
BWM
134
Bernard Wealth Management
Michigan
$33.4M -$1.24M -46,237 -3%
DAS
135
Dynamic Advisor Solutions
Arizona
$32.9M +$934K +34,835 +3%
FCA
136
Fortis Capital Advisors
Kansas
$32.7M -$3.52M -131,238 -9%
EFG
137
Embree Financial Group
Illinois
$32.4M -$4.46M -166,101 -12%
GG
138
Gleason Group
Kentucky
$32.2M -$825K -30,757 -2%
HWM
139
HRC Wealth Management
Idaho
$32.2M +$122K +4,559 +0.4%
EFG
140
Ethos Financial Group
Pennsylvania
$31.8M +$632K +23,566 +2%
MCM
141
MAI Capital Management
Ohio
$31.4M -$12.9K -480 -0%
Stifel Financial
142
Stifel Financial
Missouri
$31.1M +$803K +29,951 +3%
PWM
143
Perigon Wealth Management
California
$30.9M +$1.27M +47,362 +4%
PAG
144
Powers Advisory Group
Illinois
$30.9M +$127K +4,725 +0.4%
AIM
145
Anchor Investment Management
South Carolina
$30.6M +$557K +20,779 +2%
CKAIS
146
Christensen King & Associates Investment Services
Washington
$29.5M +$198K +7,393 +0.6%
CAG
147
Csenge Advisory Group
Florida
$28.9M +$599K +22,339 +2%
Goldman Sachs
148
Goldman Sachs
New York
$28.9M -$25.4M -947,004 -46%
OIA
149
OneDigital Investment Advisors
Kansas
$28.8M -$558K -20,820 -2%
GA
150
Gordian Advisors
Arizona
$28.3M -$142K -5,296 -0.5%