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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
CA
1576
Clune & Associates
Illinois
CIA
1577
Choate Investment Advisors
Massachusetts
WAM
1578
Wernau Asset Management
Massachusetts
SFS
1579
Strategic Financial Services
New York
UF
1580
Univest Financial
Pennsylvania
RPA
1581
Rock Point Advisors
Vermont
LSC
1582
Lesa Sroufe & Co
Washington
MLL
1583
Moody Lynn & Lieberson
Massachusetts
SCA
1584
Sandy Cove Advisors
Massachusetts
JWM
1585
Jacksonville Wealth Management
Florida
FHA
1586
Flagship Harbor Advisors
Massachusetts
CIAS
1587
CBIZ Investment Advisory Services
Ohio
SA
1588
Strategic Advocates
Utah
AIP
1589
Alexis Investment Partners
Texas
MPWT
1590
MassMutual Private Wealth & Trust
Connecticut
NL
1591
Navalign LLC
California
CWP
1592
Concord Wealth Partners
Virginia
OC
1593
Optima Capital
Oregon
LC
1594
Luminist Capital
Michigan
IIM
1595
IFC & Insurance Marketing
California
GWM
1596
Greenline Wealth Management
Florida
UFPG
1597
United Financial Planning Group
New York
NRWA
1598
North Ridge Wealth Advisors
Oregon
QC
1599
Quent Capital
New York
BGWM
1600
Bridge Generations Wealth Management
Florida