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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
BAS
1526
Breakthru Advisory Services
Wisconsin
PFA
1527
Petra Financial Advisors
Colorado
MMHP
1528
Murphy Middleton Hinkle & Parker
Georgia
CIM
1529
Catalyst Investment Management
New Hampshire
FFS
1530
Founders Financial Securities
Maryland
KA
1531
Kure Advisory
Minnesota
NWM
1532
Nolet Wealth Management
Texas
KWM
1533
KW Wealth Management
California
GRR
1534
Golden Reserve Retirement
Ohio
LWM
1535
Liberty Wealth Management
California
DT
1536
DV Trading
Illinois
GWM
1537
GK Wealth Management
Nevada
CAS
1538
Coppell Advisory Solutions
Texas
SIA
1539
Strategic Investment Advisors
Michigan
OPCM
1540
Osborne Partners Capital Management
California
LNWTC
1541
Laird Norton Wetherby Trust Company
Washington
IAS
1542
Integrity Advisory Solutions
Texas
BSCCG
1543
Blue Sky Capital Consultants Group
California
SAM
1544
Secure Asset Management
Michigan
RMDI
1545
R.M. Davis Inc
Maine
YWS
1546
Yarger Wealth Strategies
Ohio
SSWG
1547
Seven Springs Wealth Group
Tennessee
IDA
1548
Intelligence Driven Advisers
California
CWM
1549
Cornerstone Wealth Management
Missouri
AWM
1550
Austin Wealth Management
Texas