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Schwab US Large- Cap ETF

1,533 hedge funds and large institutions have $28.1B invested in Schwab US Large- Cap ETF in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5491,533 (-16)

1.97% less ownership

Funds ownership: 47.62%45.64% (-2%)

6% less funds holding in top 10

Funds holding in top 10: 206193 (-13)

7% less capital invested

Capital invested by funds: $30.2B → $28.1B (-$2.09B)

Holders
1,533
Holders Change
-16
Holders Change %
-1.03%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
100
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1551
Nolet Wealth Management
Texas
-$561K -20,860 Closed
KWM
1552
KW Wealth Management
California
-$554K -20,585 Closed
GRR
1553
Golden Reserve Retirement
Ohio
-$519K -19,283 Closed
LWM
1554
Liberty Wealth Management
California
-$491K -18,271 Closed
DT
1555
DV Trading
Illinois
-$468K -17,400 Closed
GWM
1556
GK Wealth Management
Nevada
-$452K -16,801 Closed
CAS
1557
Coppell Advisory Solutions
Texas
-$434K -15,999 Closed
SIA
1558
Strategic Investment Advisors
Michigan
-$422K -15,690 Closed
OPCM
1559
Osborne Partners Capital Management
California
-$355K -13,200 Closed
LNWTC
1560
Laird Norton Wetherby Trust Company
Washington
-$334K -12,406 Closed
IAS
1561
Integrity Advisory Solutions
Texas
-$333K -12,378 Closed
BSCCG
1562
Blue Sky Capital Consultants Group
California
-$322K -11,955 Closed
SAM
1563
Secure Asset Management
Michigan
-$322K -11,952 Closed
RMDI
1564
R.M. Davis Inc
Maine
-$319K -11,851 Closed
YWS
1565
Yarger Wealth Strategies
Ohio
-$294K -10,942 Closed
SSWG
1566
Seven Springs Wealth Group
Tennessee
-$284K -10,542 Closed
IDA
1567
Intelligence Driven Advisers
California
-$280K -10,420 Closed
CWM
1568
Cornerstone Wealth Management
Missouri
-$280K -10,395 Closed
AWM
1569
Austin Wealth Management
Texas
-$281K -10,314 Closed
FPW
1570
Fairvoy Private Wealth
Alabama
-$269K -9,999 Closed
JSA
1571
Jim Saulnier & Associates
Colorado
-$268K -9,955 Closed
OC
1572
Opal Capital
Florida
-$266K -9,928 Closed
AO
1573
Advisor OS
Illinois
-$260K -9,650 Closed
CC
1574
Courier Capital
New York
-$258K -9,600 Closed
GAA
1575
Global Assets Advisory
Florida
-$258K -9,585 Closed