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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
IA
201
IFP Advisors
Florida
$18.3M
SFC
202
Summit Financial Consulting
Michigan
$18.3M
MI
203
Moneywise Inc
Virginia
$18.2M
CP
204
Cornerstone Planning
North Carolina
$17.7M
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$17.6M
Rockefeller Capital Management
206
Rockefeller Capital Management
New York
$17.5M
BWM
207
BCS Wealth Management
Tennessee
$17.4M
SCP
208
Stevens Capital Partners
Nebraska
$17.1M
LIM
209
Leavell Investment Management
Alabama
$17M
JCM
210
Jacobi Capital Management
Pennsylvania
$16.9M
TLP
211
Trinity Legacy Partners
Texas
$16.9M
WCM
212
Winthrop Capital Management
Indiana
$16.9M
RCIM
213
Red Cedar Investment Management
Michigan
$16.8M
Northern Trust
214
Northern Trust
Illinois
$15.9M
FFN
215
Focus Financial Network
Minnesota
$15.7M
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$15.3M
WMWM
217
Wilkins Miller Wealth Management
Alabama
$15.2M
LCM
218
Leisure Capital Management
California
$14.8M
MWM
219
MinichMacGregor Wealth Management
New York
$14.6M
LFG
220
Leverty Financial Group
Wisconsin
$14.4M
RWA
221
Redhawk Wealth Advisors
Minnesota
$14.4M
SFG
222
SNS Financial Group
Minnesota
$14.3M
VCM
223
Vivaldi Capital Management
Illinois
$14.2M
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$14.2M
SAI
225
Savvy Advisors Inc
New York
$14.1M