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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
VCWA
376
Vanguard Capital Wealth Advisors
Colorado
$1.31M
JFG
377
JMG Financial Group
Illinois
$1.31M
GAM
378
Grandview Asset Management
Pennsylvania
$1.31M
IAS
379
IMA Advisory Services
Colorado
$1.3M
IJWM
380
Inman Jager Wealth Management
Mississippi
$1.3M
WAP
381
Wealthcare Advisory Partners
Pennsylvania
$1.28M
SPI
382
Santori & Peters Inc
Pennsylvania
$1.27M
FIA
383
Foundations Investment Advisors
Arizona
$1.26M
FCB
384
First County Bank
Connecticut
$1.25M
TF
385
Thayer Financial
North Carolina
$1.25M
HTC
386
Haverford Trust Company
Pennsylvania
$1.25M
Bank of New York Mellon
387
Bank of New York Mellon
New York
$1.24M
WPC
388
Wedmont Private Capital
Pennsylvania
$1.24M
PNC Financial Services Group
389
PNC Financial Services Group
Pennsylvania
$1.22M
TA
390
Tactive Advisors
Florida
$1.21M
KC
391
Knuff & Co
California
$1.2M
Koshinski Asset Management
392
Koshinski Asset Management
Illinois
$1.2M
GCA
393
Gradient Capital Advisors
California
$1.19M
BEI
394
Benjamin Edwards Inc
Missouri
$1.19M
AWMS
395
Advocacy Wealth Management Services
Georgia
$1.19M
CAAM
396
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M
MWM
397
Modern Wealth Management
Kansas
$1.18M
CCM
398
Condor Capital Management
New Jersey
$1.18M
CIAS
399
Capital Investment Advisory Services
North Carolina
$1.18M
DWM
400
Diversify Wealth Management
Utah
$1.17M