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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
S
426
SignatureFD
Georgia
$969K
PWM
427
Partners Wealth Management
California
$968K
DADC
428
D.A. Davidson & Co
Montana
$965K
KA
429
Kovack Advisors
Florida
$959K
RDWM
430
Red Door Wealth Management
Tennessee
$958K
BFA
431
Beaumont Financial Advisors
Massachusetts
$955K
S
432
Sachetta
Massachusetts
$940K
HWA
433
HHM Wealth Advisors
Tennessee
$936K
AWP
434
Atlas Wealth Partners
Pennsylvania
$933K
IP
435
Indivisible Partners
Florida
$931K
FFG
436
Fortune Financial Group
Florida
$928K
CWA
437
CM Wealth Advisors
Ohio
$917K
NRC
438
New Republic Capital
North Carolina
$916K
BCI
439
Brinker Capital Investments
Pennsylvania
$914K
WI
440
Westbourne Investments
Virginia
$908K
PCWA
441
Pacific Capital Wealth Advisors
California
$907K
Bank of Montreal
442
Bank of Montreal
Ontario, Canada
$905K
MSWMA
443
Market Street Wealth Management Advisors
Indiana
$905K
BCWM
444
Bartlett & Co Wealth Management
Ohio
$902K
LWM
445
LongView Wealth Management
Georgia
$899K
AF
446
Advisornet Financial
Minnesota
$898K
SG
447
StoneX Group
New York
$892K
KFA
448
Kelleher Financial Advisors
New York
$891K
ONB
449
Old National Bancorp
Indiana
$883K
HBW
450
Hazlett, Burt & Watson
West Virginia
$883K