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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
WF
501
Womack Financial
Texas
$690K
AA
502
Aire Advisors
California
$690K
JIC
503
Johnson Investment Counsel
Ohio
$674K
BIG
504
Brooklyn Investment Group
New York
$673K
CTC
505
Central Trust Company
Missouri
$673K
MIA
506
Milestone Investment Advisors
Wisconsin
$668K
BTI
507
Blue Trust Inc
Georgia
$659K
YIH
508
Y-Intercept (HK)
Hong Kong
$659K
MGWM
509
Marks Group Wealth Management
Minnesota
$658K
KA
510
KLCM Advisors
Wisconsin
$657K
SCA
511
Stonebridge Capital Advisors
Minnesota
$656K
SWASL
512
Spartan Wealth Advisory Services LLC
Michigan
$654K
CWP
513
Cyndeo Wealth Partners
Florida
$650K
RMC
514
Ring Mountain Capital
California
$649K
RWM
515
Rockwood Wealth Management
Pennsylvania
$649K
AA
516
Alesco Advisors
New York
$642K
GVAG
517
Great Valley Advisor Group
Delaware
$633K
PL
518
Plancorp LLC
Missouri
$632K
Brown Advisory
519
Brown Advisory
Maryland
$632K
CIR
520
Clear Investment Research
Georgia
$622K
UFA
521
Uptown Financial Advisors
Texas
$621K
VWA
522
VSM Wealth Advisory
Maryland
$620K
RA
523
Resolute Advisors
California
$613K
CBU
524
CIBC Bancorp USA
Illinois
$613K
SPA
525
Sentinel Pension Advisors
Massachusetts
$613K