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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
RSWA
476
Robinson Smith Wealth Advisors
Maine
$776K
PS
477
Principal Securities
Iowa
$775K
WMG
478
WESCAP Management Group
California
$774K
SPL
479
Smart Portfolios LLC
Washington
$770K
BFP
480
Birchwood Financial Partners
Minnesota
$765K
NA
481
NewEdge Advisors
Louisiana
$759K
SQA
482
Simon Quick Advisors
New Jersey
$757K
FAG
483
Fortitude Advisory Group
Washington
$748K
FWI
484
Facet Wealth Inc
Maryland
$745K
MAG
485
Mayfair Advisory Group
Alabama
$744K
GWM
486
GSB Wealth Management
Connecticut
$741K
AWMG
487
Alliance Wealth Management Group
New Jersey
$738K
TCM
488
Towercrest Capital Management
Pennsylvania
$738K
LF
489
Lantz Financial
Illinois
$731K
SIA
490
SGL Investment Advisors
Montana
$724K
PIA
491
Pinion Investment Advisors
Kansas
$723K
AT
492
Adelphi Trust
Florida
$721K
MCM
493
MidAtlantic Capital Management
Virginia
$718K
TYCC
494
Texas Yale Capital Corp
Florida
$718K
FAT
495
First American Trust
California
$714K
RPGNY
496
Retirement Planning Group (New York)
New York
$710K
SWM
497
Sculati Wealth Management
Michigan
$704K
WWM
498
Western Wealth Management
Colorado
$700K
EA
499
Evergreen Advisors
Tennessee
$698K
GG
500
Greenwood Gearhart
Arkansas
$694K