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Schwab US Large- Cap ETF

1,516 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, 532 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:

2.13% less ownership

Funds ownership: 47.62%45.49% (-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 (-$2.2B)

Holders
1,516
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
WA
176
WBH Advisory
Maryland
$21.1M
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$20.9M
CCM
178
Canal Capital Management
Virginia
$20.9M
WCFP
179
White & Co Financial Planning
Washington
$20.7M
KHC
180
Koesten Hirschmann & Crabtree
Kansas
$20.7M
AWM
181
Abound Wealth Management
Tennessee
$20.5M
ACM
182
Alpha Capital Management
Texas
$20.3M
AZ
183
Alpha Zero
Florida
$20.3M
BDF
184
Black Diamond Financial
Maryland
$20.2M
GIA
185
Gladstone Institutional Advisory
Florida
$20M
HCM
186
Hengehold Capital Management
Ohio
$19.9M
MWA
187
MFA Wealth Advisors
Pennsylvania
$19.8M
SF
188
Summit Financial
New Jersey
$19.7M
Truist Financial
189
Truist Financial
North Carolina
$19.5M
MFG
190
Merit Financial Group
Georgia
$19.2M
IRC
191
Investors Research Corp
Georgia
$19.2M
TIM
192
Tortoise Investment Management
New York
$19.1M
MA
193
MCF Advisors
Kentucky
$18.9M
BWP
194
BlueStem Wealth Partners
Minnesota
$18.8M
FLFS
195
Family Legacy Financial Solutions
North Carolina
$18.7M
TFA
196
Transamerica Financial Advisors
Florida
$18.7M
SA
197
Sanctuary Advisors
Indiana
$18.6M
SSWM
198
Sheets Smith Wealth Management
North Carolina
$18.6M
CCM
199
Coldstream Capital Management
Washington
$18.5M
DF
200
Downshift Financial
Colorado
$18.5M