We are live on ! Find out more
SCHX icon

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
PWM
151
Provident Wealth Management
Tennessee
$27.7M
EWM
152
Empirical Wealth Management
Washington
$27M
DWM
153
Destination Wealth Management
California
$26.8M
KLI
154
Kelman-Lazarov Inc
Tennessee
$26.5M
SJIM
155
St. Johns Investment Management
Florida
$26.3M
MIA
156
Milestone Investment Advisors
Wisconsin
$25.9M
CCA
157
Clearwater Capital Advisors
Illinois
$24.6M
MF
158
Manchester Financial
California
$24.6M
SFMG
159
Sage Financial Management Group
Virginia
$24.4M
SIC
160
Salem Investment Counselors
North Carolina
$24.1M
EL
161
Essex LLC
Illinois
$24.1M
AF
162
Allworth Financial
California
$23.9M
GFM
163
GEN Financial Management
Minnesota
$23.9M
LBC
164
Lowe Brockenbrough & Co
Virginia
$23.8M
SVWAG
165
Sound View Wealth Advisors Group
Georgia
$23.5M
BIA
166
Bell Investment Advisors
California
$23.1M
LFS
167
Lutz Financial Services
Nebraska
$22.8M
AA
168
Ancora Advisors
Ohio
$22.7M
AAS
169
Asset Allocation Strategies
Michigan
$22.5M
VFIC
170
Valley Forge Investment Consultants
Pennsylvania
$22.3M
USWIA
171
UP Strategic Wealth Investment Advisors
Pennsylvania
$22M
AIP
172
Almanack Investment Partners
Pennsylvania
$22M
BCI
173
Brinker Capital Investments
Pennsylvania
$21.8M
TI
174
Truepoint Inc
Ohio
$21.7M
CFIA
175
Cantor Fitzgerald Investment Advisors
New York
$21.4M