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Schwab US Large-Cap Value ETF

950 hedge funds and large institutions have $11B invested in Schwab US Large-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 331 increasing their positions, 337 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.36% less ownership

Funds ownership: 74.55%74.19% (-0.36%)

2% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 337

Holders
950
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$72.8M
3 -$34.6M
4
SEI Investments
SEI Investments
Pennsylvania
-$31.6M
5
CI
CX Institutional
Indiana
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Barden Capital Management
Texas
$3.86M
RWM
227
RKL Wealth Management
Pennsylvania
$3.84M
VT
228
Vise Technologies
New York
$3.81M
Jones Financial Companies
229
Jones Financial Companies
Missouri
$3.75M
UW
230
Unique Wealth
Florida
$3.68M
UBS AM
231
UBS AM
Illinois
$3.66M
CWRP
232
Cassady Wealth & Retirement Planning
Nevada
$3.57M
AA
233
Apriem Advisors
California
$3.56M
ASN
234
Advisory Services Network
Georgia
$3.5M
MCC
235
Money Concepts Capital
Florida
$3.49M
DE
236
Diversified Enterprises
Delaware
$3.48M
AFTS
237
American Financial & Tax Strategies
New York
$3.35M
LIM
238
Leavell Investment Management
Alabama
$3.32M
Truist Financial
239
Truist Financial
North Carolina
$3.23M
Lido Advisors
240
Lido Advisors
California
$3.23M
IWA
241
IVC Wealth Advisors
Pennsylvania
$3.21M
AWG
242
Altus Wealth Group
Colorado
$3.18M
MCCA
243
Mill Creek Capital Advisors
Pennsylvania
$3.17M
WIC
244
Woodmont Investment Counsel
Tennessee
$3.17M
CFP
245
Cypress Financial Planning
New Jersey
$3.17M
MMCM
246
Murphy & Mullick Capital Management
New York
$3.12M
RA
247
RFG Advisory
Alabama
$3.06M
ATWA
248
Arbor Trust Wealth Advisors
Michigan
$3.04M
ZRP
249
Zynergy Retirement Planning
New Jersey
$3.01M
CAG
250
Compass Advisory Group
New York
$2.98M