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Schwab US Large- Cap ETF

1,521 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 647 increasing their positions, 533 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:

2.11% less ownership

Funds ownership: 47.62%45.51% (-2.1%)

7% less capital invested

Capital invested by funds: $30.2B → $28B (-$2.19B)

7% less funds holding in top 10

Funds holding in top 10: 206191 (-15)

Holders
1,521
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
OAJ
1501
Ogorek Anthony Joseph
New York
$5K
CVM
1502
Cheviot Value Management
California
$4.95K
CCMI
1503
Creative Capital Management Investments
California
$4.13K
GK
1504
Graney & King
New York
$4.12K
RG
1505
RHL Group
Michigan
$4.04K
Bessemer Group
1506
Bessemer Group
New Jersey
$4K
FHC
1507
First Horizon Corporation
Tennessee
$3.85K
FFA
1508
Founders Financial Alliance
North Carolina
$3.69K
SA
1509
Seneschal Advisors
Washington
$3.58K
NFSG
1510
Newbridge Financial Services Group
Florida
$3.22K
MWC
1511
MBM Wealth Consultants
Missouri
$3.03K
BLC
1512
Brown, Lisle/Cummings
Rhode Island
$3K
VEA
1513
Virtus ETF Advisers
New York
$2.77K
3FI
1514
3 Factor Indexing
California
$2.32K
AG
1515
AmeriFlex Group
Nevada
$1.92K
WAG
1516
Wilkerson Advisory Group
Missouri
$1.57K
RPA
1517
Redwood Park Advisors
California
$724
JHCP
1518
Jackson Hole Capital Partners
Oklahoma
$628
SN
1519
Sittner & Nelson
Oregon
$616
FF
1520
Friedenthal Financial
New Jersey
$539
HIA
1521
HFM Investment Advisors
New Jersey
$426
PWAM
1522
Private Wealth Asset Management
Iowa
$282
JWCA
1523
J.W. Cole Advisors
Florida
BJL
1524
Brighton Jones LLC
Washington
DAS
1525
Diversify Advisory Services
Utah