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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
RWM
276
Ritholtz Wealth Management
New York
$2.44M
RIA
277
Regal Investment Advisors
Michigan
$2.44M
SWA
278
Stratos Wealth Advisors
Ohio
$2.43M
ECM
279
Elgethun Capital Management
South Dakota
$2.43M
RA
280
Riversedge Advisors
Delaware
$2.43M
MWM
281
Mission Wealth Management
California
$2.38M
PFA
282
Pure Financial Advisors
California
$2.37M
VFIC
283
Valley Forge Investment Consultants
Pennsylvania
$2.35M
MGIA
284
Matthew Goff Investment Advisor
Texas
$2.34M
CIS
285
Custom Index Systems
New York
$2.33M
BFG
286
Berger Financial Group
Minnesota
$2.29M
M
287
MYeCFO
California
$2.29M
FSG
288
Financial Strategies Group
Michigan
$2.26M
CFGA
289
Cambridge Financial Group (Arizona)
Arizona
$2.26M
AGC
290
Aspen Grove Capital
Colorado
$2.25M
ECA
291
Elevation Capital Advisory
Oregon
$2.23M
CW
292
CreativeOne Wealth
Kansas
$2.22M
WCM
293
Weaver Capital Management
Georgia
$2.13M
RI
294
Ridgewood Investments
New Jersey
$2.11M
AOWM
295
Asset One Wealth Management
Washington
$2.09M
SA
296
Stewardship Advisors
Pennsylvania
$2.09M
MS
297
Monetary Solutions
Ohio
$2.09M
BL
298
BCWM LLC
Kansas
$2.09M
TCRG
299
Twin Cities Retirement Group
Minnesota
$2.08M
IC
300
IEQ Capital
California
$2.07M