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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
EWM
151
Empirical Wealth Management
Washington
$27M
DWM
152
Destination Wealth Management
California
$26.8M
KLI
153
Kelman-Lazarov Inc
Tennessee
$26.5M
SJIM
154
St. Johns Investment Management
Florida
$26.3M
MIA
155
Milestone Investment Advisors
Wisconsin
$25.9M
CCA
156
Clearwater Capital Advisors
Illinois
$24.6M
MF
157
Manchester Financial
California
$24.6M
SFMG
158
Sage Financial Management Group
Virginia
$24.4M
SIC
159
Salem Investment Counselors
North Carolina
$24.1M
EL
160
Essex LLC
Illinois
$24.1M
AF
161
Allworth Financial
California
$23.9M
GFM
162
GEN Financial Management
Minnesota
$23.9M
LBC
163
Lowe Brockenbrough & Co
Virginia
$23.8M
SVWAG
164
Sound View Wealth Advisors Group
Georgia
$23.5M
BIA
165
Bell Investment Advisors
California
$23.1M
LFS
166
Lutz Financial Services
Nebraska
$22.8M
AA
167
Ancora Advisors
Ohio
$22.7M
AAS
168
Asset Allocation Strategies
Michigan
$22.5M
VFIC
169
Valley Forge Investment Consultants
Pennsylvania
$22.3M
USWIA
170
UP Strategic Wealth Investment Advisors
Pennsylvania
$22M
AIP
171
Almanack Investment Partners
Pennsylvania
$22M
BCI
172
Brinker Capital Investments
Pennsylvania
$21.8M
TI
173
Truepoint Inc
Ohio
$21.7M
CFIA
174
Cantor Fitzgerald Investment Advisors
New York
$21.4M
SFC
175
Sprinkle Financial Consultants
Colorado
$21.3M