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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
WIA
26
World Investment Advisors
California
$60.3M
AFG
27
Atomi Financial Group
New York
$60.2M
Creative Planning
28
Creative Planning
Kansas
$58.5M
Bank of America
29
Bank of America
North Carolina
$57.7M
FMP
30
Financial Management Professionals
Texas
$52.6M
SWRP
31
Summit Wealth & Retirement Planning
California
$52.6M
GG
32
GenWealth Group
New Jersey
$52M
UCFA
33
United Capital Financial Advisors
Texas
$49.6M
FPAS
34
Focus Partners Advisor Solutions
Missouri
$47.7M
JP Morgan Chase
35
JP Morgan Chase
New York
$46.4M
BDF
36
Black Diamond Financial
Maryland
$43M
NCMW
37
Northern Capital Management (Washington)
Washington
$41.7M
DB
38
Dravo Bay
Delaware
$40.5M
HWM
39
HRC Wealth Management
Idaho
$39.9M
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$38.7M
XF
41
XML Financial
Maryland
$37.9M
SAM
42
Summit Asset Management
Tennessee
$37.6M
BA
43
Ballast Advisors
Minnesota
$36.4M
NB
44
Nicolet Bankshares
Wisconsin
$36.4M
VC
45
Veery Capital
Delaware
$35.6M
Envestnet Portfolio Solutions
46
Envestnet Portfolio Solutions
Illinois
$35.6M
MT
47
Midwest Trust
Kansas
$34.7M
BMWS
48
Brady Martz Wealth Solutions
North Dakota
$34.6M
Cerity Partners
49
Cerity Partners
New York
$33.9M
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
$33.6M