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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
JF
526
Joule Financial
Kentucky
$611K
HWA
527
HMV Wealth Advisors
Louisiana
$610K
CFFP
528
Center for Financial Planning
Michigan
$606K
Renaissance Technologies
529
Renaissance Technologies
New York
$604K
ACA
530
Atlas Capital Advisors
Wyoming
$602K
GC
531
Gilbert & Cook
Iowa
$600K
OWP
532
Obermeyer Wealth Partners
Colorado
$590K
CG
533
Caprock Group
Idaho
$590K
IFPL
534
Investments & Financial Planning LLC
Kentucky
$586K
SA
535
Seneschal Advisors
Washington
$585K
SWGC
536
Summit Wealth Group (Colorado)
Colorado
$583K
DWT
537
Dorsey & Whitney Trust
South Dakota
$582K
MHS
538
M Holdings Securities
Oregon
$576K
FWM
539
Fonville Wealth Management
Virginia
$574K
ZF
540
Zhang Financial
Michigan
$572K
SMA
541
Sage Mountain Advisors
Georgia
$572K
SW
542
SkyOak Wealth
Michigan
$572K
LW
543
Livet Wealth
Utah
$567K
CAL
544
Capital Analysts LLC
Pennsylvania
$564K
IAIM
545
International Assets Investment Management
Florida
$558K
BFS
546
Burkett Financial Services
South Carolina
$558K
CAM
547
Carret Asset Management
New York
$558K
WSFS
548
Wilmington Savings Fund Society
Delaware
$555K
RCM
549
Radnor Capital Management
Pennsylvania
$555K
HWA
550
Heritage Wealth Architects
Minnesota
$554K