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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
LJAC
351
L.J. Altfest & Co
New York
$1.48M
MFP
352
Meramec Financial Planners
Missouri
$1.48M
WANY
353
Wealthspire Advisors (New York)
New York
$1.47M
WFAG
354
Wescott Financial Advisory Group
Pennsylvania
$1.45M
SI
355
Seeds Investor
New York
$1.44M
IWM
356
IHT Wealth Management
Illinois
$1.44M
KJWM
357
Kiley Juergens Wealth Management
Washington
$1.44M
GWM
358
Geneos Wealth Management
Colorado
$1.44M
Rockefeller Capital Management
359
Rockefeller Capital Management
New York
$1.43M
CCWM
360
Cassaday & Co Wealth Management
Virginia
$1.42M
CPIG
361
Chicago Partners Investment Group
Illinois
$1.41M
UAG
362
United Advisor Group
Ohio
$1.41M
AWE
363
Avidian Wealth Enterprises
Texas
$1.41M
BWM
364
BCGM Wealth Management
Indiana
$1.4M
WCM
365
Whitener Capital Management
North Carolina
$1.39M
CP
366
Creekside Partners
California
$1.39M
KFG
367
Kelly Financial Group
Connecticut
$1.38M
SWM
368
Seed Wealth Management
Illinois
$1.37M
VFA
369
Valeo Financial Advisors
Indiana
$1.37M
RWM
370
RMG Wealth Management
Wisconsin
$1.36M
PAG
371
Private Advisor Group
New Jersey
$1.36M
ZIM
372
Zacks Investment Management
Illinois
$1.35M
SA
373
Sanctuary Advisors
Indiana
$1.34M
TNA
374
True North Advisors
Texas
$1.34M
BIG
375
Brookwood Investment Group
Arizona
$1.33M