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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
CSP
326
Cary Street Partners
Virginia
$1.77M
AWM
327
Apollon Wealth Management
South Carolina
$1.77M
SA
328
Sovran Advisors
California
$1.76M
KF
329
K2 Financial
California
$1.75M
Janney Montgomery Scott
330
Janney Montgomery Scott
Pennsylvania
$1.75M
BlackRock
331
BlackRock
New York
$1.73M
SOS
332
Silver Oak Securities
Tennessee
$1.72M
CWM
333
Cornerstone Wealth Management
Missouri
$1.7M
SWP
334
SIMA Wealth Partners
Virginia
$1.67M
AL
335
Aspiriant LLC
California
$1.67M
MWA
336
Monograph Wealth Advisors
California
$1.67M
GHA
337
GW Henssler & Associates
Georgia
$1.65M
MW
338
Maia Wealth
Colorado
$1.62M
CAG
339
Csenge Advisory Group
Florida
$1.56M
CA
340
Continuum Advisory
Idaho
$1.55M
BWM
341
Blossom Wealth Management
California
$1.53M
EA
342
Enclave Advisors
Texas
$1.52M
VST
343
Van Strum & Towne
California
$1.51M
HI
344
Harbour Investments
Wisconsin
$1.51M
KAM
345
KEB Asset Management
Illinois
$1.5M
BFA
346
Ballast Financial Advisors
Pennsylvania
$1.5M
CCC
347
Compass Capital Corp
Massachusetts
$1.49M
EH
348
Equitable Holdings
New York
$1.48M
LIWM
349
Long Island Wealth Management
New York
$1.48M
WMA
350
William Mack & Associates
Michigan
$1.48M