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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
SFC
176
Sprinkle Financial Consultants
Colorado
$21.3M
WA
177
WBH Advisory
Maryland
$21.1M
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$20.9M
CCM
179
Canal Capital Management
Virginia
$20.9M
WCFP
180
White & Co Financial Planning
Washington
$20.7M
KHC
181
Koesten Hirschmann & Crabtree
Kansas
$20.7M
AWM
182
Abound Wealth Management
Tennessee
$20.5M
ACM
183
Alpha Capital Management
Texas
$20.3M
AZ
184
Alpha Zero
Florida
$20.3M
BDF
185
Black Diamond Financial
Maryland
$20.2M
GIA
186
Gladstone Institutional Advisory
Florida
$20M
HCM
187
Hengehold Capital Management
Ohio
$19.9M
MWA
188
MFA Wealth Advisors
Pennsylvania
$19.8M
SF
189
Summit Financial
New Jersey
$19.7M
Truist Financial
190
Truist Financial
North Carolina
$19.5M
MFG
191
Merit Financial Group
Georgia
$19.2M
IRC
192
Investors Research Corp
Georgia
$19.2M
TIM
193
Tortoise Investment Management
New York
$19.1M
MA
194
MCF Advisors
Kentucky
$18.9M
BWP
195
BlueStem Wealth Partners
Minnesota
$18.8M
FLFS
196
Family Legacy Financial Solutions
North Carolina
$18.7M
TFA
197
Transamerica Financial Advisors
Florida
$18.7M
SA
198
Sanctuary Advisors
Indiana
$18.6M
SSWM
199
Sheets Smith Wealth Management
North Carolina
$18.6M
CCM
200
Coldstream Capital Management
Washington
$18.5M