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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
FFA
1501
Founders Financial Alliance
North Carolina
$3.69K
SA
1502
Seneschal Advisors
Washington
$3.58K
NFSG
1503
Newbridge Financial Services Group
Florida
$3.22K
MWC
1504
MBM Wealth Consultants
Missouri
$3.03K
BLC
1505
Brown, Lisle/Cummings
Rhode Island
$3K
VEA
1506
Virtus ETF Advisers
New York
$2.77K
3FI
1507
3 Factor Indexing
California
$2.32K
AG
1508
AmeriFlex Group
Nevada
$1.92K
WAG
1509
Wilkerson Advisory Group
Missouri
$1.57K
RPA
1510
Redwood Park Advisors
California
$724
JHCP
1511
Jackson Hole Capital Partners
Oklahoma
$628
SN
1512
Sittner & Nelson
Oregon
$616
FF
1513
Friedenthal Financial
New Jersey
$539
HIA
1514
HFM Investment Advisors
New Jersey
$426
PWAM
1515
Private Wealth Asset Management
Iowa
$282
JWCA
1516
J.W. Cole Advisors
Florida
BJL
1517
Brighton Jones LLC
Washington
DAS
1518
Diversify Advisory Services
Utah
STA
1519
Summit Trail Advisors
New York
AWA
1520
Authentikos Wealth Advisory
California
TIAA Trust, National Association
1521
TIAA Trust, National Association
North Carolina
MWM
1522
Maridea Wealth Management
New York
WA
1523
Win Advisors
Florida
IA
1524
IFG Advisory
Georgia
YIH
1525
Y-Intercept (HK)
Hong Kong