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Schwab US Large- Cap ETF

1,532 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 99 funds opening new positions, 650 increasing their positions, 535 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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
1,532
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
193
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
KWM
1551
KW Wealth Management
California
GRR
1552
Golden Reserve Retirement
Ohio
LWM
1553
Liberty Wealth Management
California
DT
1554
DV Trading
Illinois
GWM
1555
GK Wealth Management
Nevada
CAS
1556
Coppell Advisory Solutions
Texas
SIA
1557
Strategic Investment Advisors
Michigan
OPCM
1558
Osborne Partners Capital Management
California
LNWTC
1559
Laird Norton Wetherby Trust Company
Washington
IAS
1560
Integrity Advisory Solutions
Texas
BSCCG
1561
Blue Sky Capital Consultants Group
California
SAM
1562
Secure Asset Management
Michigan
RMDI
1563
R.M. Davis Inc
Maine
YWS
1564
Yarger Wealth Strategies
Ohio
SSWG
1565
Seven Springs Wealth Group
Tennessee
IDA
1566
Intelligence Driven Advisers
California
CWM
1567
Cornerstone Wealth Management
Missouri
AWM
1568
Austin Wealth Management
Texas
FPW
1569
Fairvoy Private Wealth
Alabama
JSA
1570
Jim Saulnier & Associates
Colorado
OC
1571
Opal Capital
Florida
AO
1572
Advisor OS
Illinois
CC
1573
Courier Capital
New York
GAA
1574
Global Assets Advisory
Florida
AFA
1575
AA Financial Advisors
Ohio