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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
CWMS
1476
CFG Wealth Management Services
Indiana
$12.7K
MSFP
1477
Mark Sheptoff Financial Planning
Connecticut
$12.5K
WIM
1478
Westside Investment Management
California
$12.3K
MM
1479
Main Management
California
$12K
CSC
1480
Caldwell Sutter Capital
California
$11.8K
PFA
1481
Pillar Financial Advisors
Kentucky
$11.3K
GCM
1482
Gunpowder Capital Management
Maryland
$11.3K
KFP
1483
Kerr Financial Planning
California
$11.2K
WSFG
1484
Wall Street Financial Group
Illinois
$10.7K
KG
1485
Kilter Group
New York
$9.44K
QCG
1486
Quadrant Capital Group
Ohio
$8.31K
AA
1487
Atmos Advisory
Pennsylvania
$7.59K
DFC
1488
DB Fitzpatrick & Co
Idaho
$7.44K
AIP
1489
Ameritas Investment Partners
Nebraska
$7.21K
MIM
1490
MTM Investment Management
South Carolina
$6.15K
TF
1491
Tompkins Financial
New York
$6.08K
GWS
1492
Greykasell Wealth Strategies
California
$5.77K
SC
1493
Solstein Capital
California
$5.23K
OAJ
1494
Ogorek Anthony Joseph
New York
$5K
CVM
1495
Cheviot Value Management
California
$4.95K
CCMI
1496
Creative Capital Management Investments
California
$4.13K
GK
1497
Graney & King
New York
$4.12K
RG
1498
RHL Group
Michigan
$4.04K
Bessemer Group
1499
Bessemer Group
New Jersey
$4K
FHC
1500
First Horizon Corporation
Tennessee
$3.85K