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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
AAS
251
Ameritas Advisory Services
Nebraska
$2.95M
NFG
252
Nadler Financial Group
Illinois
$2.95M
Corient Private Wealth
253
Corient Private Wealth
Florida
$2.92M
SCM
254
Steele Capital Management
Iowa
$2.91M
HWM
255
HB Wealth Management
Georgia
$2.89M
NW
256
NewEdge Wealth
Pennsylvania
$2.88M
BFG
257
Bleakley Financial Group
New Jersey
$2.86M
MAG
258
M3 Advisory Group
Massachusetts
$2.85M
SAM
259
Secure Asset Management
Michigan
$2.79M
JFGLC
260
Johnson Financial Group LLC (Colorado)
Colorado
$2.75M
SCM
261
SummitPoint Capital Management
Colorado
$2.73M
AC
262
Apella Capital
Connecticut
$2.73M
BFM
263
Broadview Financial Management
Wisconsin
$2.69M
EW
264
Evoke Wealth
California
$2.69M
RF
265
Rossby Financial
Florida
$2.66M
MWM
266
Modera Wealth Management
New Jersey
$2.64M
CA
267
Clearstead Advisors
Ohio
$2.6M
AFA
268
Amicus Financial Advisors
Texas
$2.59M
TIM
269
Tortoise Investment Management
New York
$2.58M
FA
270
Fagan Associates
New York
$2.53M
AWM
271
AE Wealth Management
Kansas
$2.53M
AWA
272
Arkadios Wealth Advisors
Georgia
$2.53M
WMWM
273
Wilkins Miller Wealth Management
Alabama
$2.5M
CIA
274
Concurrent Investment Advisors
Florida
$2.47M
DAS
275
Dynamic Advisor Solutions
Arizona
$2.45M