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Schwab US Large- Cap ETF

1,514 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, 530 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: 47.61%45.46% (-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
1,514
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
BA
126
Ballast Advisors
Minnesota
$34.2M
FIA
127
FPC Investment Advisory
California
$34.1M
AA
128
Ashford Advisors
New York
$34M
CWG
129
Cornerstone Wealth Group
North Carolina
$34M
SLT
130
St Louis Trust
Missouri
$34M
LAM
131
L2 Asset Management
Massachusetts
$33.7M
AIM
132
Athena Investment Management
California
$33.5M
BWM
133
Bernard Wealth Management
Michigan
$33.4M
DAS
134
Dynamic Advisor Solutions
Arizona
$32.9M
FCA
135
Fortis Capital Advisors
Kansas
$32.7M
EFG
136
Embree Financial Group
Illinois
$32.4M
GG
137
Gleason Group
Kentucky
$32.2M
HWM
138
HRC Wealth Management
Idaho
$32.2M
EFG
139
Ethos Financial Group
Pennsylvania
$31.8M
MCM
140
MAI Capital Management
Ohio
$31.4M
Stifel Financial
141
Stifel Financial
Missouri
$31.1M
PWM
142
Perigon Wealth Management
California
$30.9M
PAG
143
Powers Advisory Group
Illinois
$30.9M
AIM
144
Anchor Investment Management
South Carolina
$30.6M
CKAIS
145
Christensen King & Associates Investment Services
Washington
$29.5M
CAG
146
Csenge Advisory Group
Florida
$28.9M
Goldman Sachs
147
Goldman Sachs
New York
$28.9M
OIA
148
OneDigital Investment Advisors
Kansas
$28.8M
GA
149
Gordian Advisors
Arizona
$28.3M
PWM
150
Provident Wealth Management
Tennessee
$27.7M