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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
BWP
451
Bernardo Wealth Planning
Pennsylvania
$880K
GT
452
Greenleaf Trust
Michigan
$874K
SPIA
453
Steward Partners Investment Advisory
New York
$862K
UB
454
UMB Bank
Missouri
$858K
VH
455
Visionary Horizons
Tennessee
$857K
MPWT
456
MassMutual Private Wealth & Trust
Connecticut
$857K
KCM
457
Kathmere Capital Management
Pennsylvania
$856K
EHC
458
Everett Harris & Co
California
$854K
HIP
459
HUB Investment Partners
Texas
$841K
BFO
460
Biltmore Family Office
North Carolina
$840K
EWS
461
Evergreen Wealth Solutions
Pennsylvania
$832K
IWN
462
Independent Wealth Network
Iowa
$826K
P
463
&Partners
Tennessee
$824K
WA
464
WPG Advisers
Maryland
$816K
PCMNC
465
Piedmont Capital Management (North Carolina)
North Carolina
$810K
Fifth Third Bancorp
466
Fifth Third Bancorp
Ohio
$803K
NAMNJ
467
NorthStar Asset Management (New Jersey)
New Jersey
$803K
IF
468
Ironwood Financial
Arizona
$801K
WDL
469
Well Done LLC
Michigan
$801K
IP
470
Ignite Planners
California
$798K
SEIA
471
Signature Estate & Investment Advisors
California
$788K
HW
472
Hancock Whitney
Mississippi
$788K
PAS
473
Park Avenue Securities
New York
$786K
MAM
474
Marquette Asset Management
Minnesota
$782K
FA
475
FF Advisors
California
$776K