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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
LAIC
301
Lederer & Associates Investment Counsel
California
$2.07M
EWA
302
EverSource Wealth Advisors
Alabama
$2.04M
Susquehanna International Group
303
Susquehanna International Group
Pennsylvania
$2.03M
BWM
304
BCS Wealth Management
Tennessee
$1.96M
RPGK
305
Retirement Planning Group (Kansas)
Kansas
$1.93M
AssetMark Inc
306
AssetMark Inc
California
$1.93M
ES
307
ETF Store
Kansas
$1.92M
SWA
308
Sax Wealth Advisors
New Jersey
$1.92M
NWAG
309
Net Worth Advisory Group
Utah
$1.92M
ITG
310
Index Technologies Group
New York
$1.91M
MMA
311
Miracle Mile Advisors
California
$1.9M
CA
312
CGN Advisors
Kansas
$1.89M
SF
313
Schaeffer Financial
Maryland
$1.86M
MFT
314
Moisand Fitzgerald Tamayo
Florida
$1.85M
RC
315
Roundview Capital
New Jersey
$1.84M
PFGIA
316
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M
AIM
317
Avity Investment Management
Connecticut
$1.83M
DSC
318
Duncker Streett & Co
Missouri
$1.83M
BIA
319
Bigelow Investment Advisors
Maine
$1.83M
TRCT
320
Tower Research Capital (TRC)
New York
$1.81M
IA
321
IFP Advisors
Florida
$1.8M
OSAM
322
O'Shaughnessy Asset Management
Connecticut
$1.8M
PA
323
Parallel Advisors
California
$1.79M
EA
324
Emerald Advisors
Washington
$1.77M
CRA
325
Clear Retirement Advice
California
$1.77M