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Schwab US Large- Cap ETF

1,533 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 100 funds opening new positions, 650 increasing their positions, 535 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $626K

23% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 81

21% more repeat investments, than reductions

Existing positions increased: 650 | Existing positions reduced: 535

1% less funds holding

Funds holding: 1,5491,533 (-16)

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
1,533
Holders Change
-16
Holders Change %
-1.03%
% of All Funds
18.88%
Holding in Top 10
193
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.31%
% of All Funds
2.38%
New
100
Increased
650
Reduced
535
Closed
81
Calls
$1.55M
Puts
$626K
Net Calls
+$925K
Net Calls Change
-$47K
Name Holding Trade Value Shares
Change
Change in
Stake
DF
201
Downshift Financial
Colorado
$18.5M -$2.4M -89,544 -12%
IA
202
IFP Advisors
Florida
$18.3M +$66.3K +2,472 +0.3%
SFC
203
Summit Financial Consulting
Michigan
$18.3M +$11.8M +438,870 +160%
MI
204
Moneywise Inc
Virginia
$18.2M -$786K -29,310 -4%
CP
205
Cornerstone Planning
North Carolina
$17.7M -$1.08M -40,120 -5%
PNC Financial Services Group
206
PNC Financial Services Group
Pennsylvania
$17.6M -$1.79M -66,695 -9%
Rockefeller Capital Management
207
Rockefeller Capital Management
New York
$17.5M +$337K +12,577 +2%
BWM
208
BCS Wealth Management
Tennessee
$17.4M -$17.9M -666,366 -50%
SCP
209
Stevens Capital Partners
Nebraska
$17.1M +$2.85M +106,241 +19%
LIM
210
Leavell Investment Management
Alabama
$17M -$230K -8,586 -1%
JCM
211
Jacobi Capital Management
Pennsylvania
$16.9M -$1.51M -56,178 -8%
TLP
212
Trinity Legacy Partners
Texas
$16.9M +$230K +8,561 +1%
WCM
213
Winthrop Capital Management
Indiana
$16.9M -$60.7K -2,262 -0.3%
RCIM
214
Red Cedar Investment Management
Michigan
$16.8M
Northern Trust
215
Northern Trust
Illinois
$15.9M +$599K +22,331 +4%
FFN
216
Focus Financial Network
Minnesota
$15.7M -$784K -29,225 -5%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$15.3M -$1.25M -46,427 -7%
WMWM
218
Wilkins Miller Wealth Management
Alabama
$15.2M -$322K -11,988 -2%
LCM
219
Leisure Capital Management
California
$14.8M -$1.66M -61,790 -10%
MWM
220
MinichMacGregor Wealth Management
New York
$14.6M +$503K +18,744 +3%
LFG
221
Leverty Financial Group
Wisconsin
$14.4M +$3.33M +123,973 +28%
RWA
222
Redhawk Wealth Advisors
Minnesota
$14.4M -$1.14M -42,578 -7%
SFG
223
SNS Financial Group
Minnesota
$14.3M -$6M -223,626 -29%
VCM
224
Vivaldi Capital Management
Illinois
$14.2M +$251K +9,339 +2%
PGFC
225
Peapack-Gladstone Financial Corp
New Jersey
$14.2M +$631K +23,537 +4%