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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
NP
551
NorthRock Partners
Minnesota
$553K
VF
552
Vawter Financial
Ohio
$546K
GA
553
Goldstein Advisors
Wisconsin
$543K
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$537K
EPM
555
Elm Partners Management
Pennsylvania
$535K
Jane Street
556
Jane Street
New York
$531K
SFWC
557
Strategic Family Wealth Counselors
New Jersey
$528K
TAP
558
Tounjian Advisory Partners
Florida
$528K
KFAS
559
Keating Financial Advisory Services
Kansas
$527K
AWA
560
Archvest Wealth Advisors
California
$526K
BW
561
Basepoint Wealth
Iowa
$513K
FB
562
Fulton Bank
Pennsylvania
$512K
WFA
563
WMG Financial Advisors
Tennessee
$504K
LIA
564
Lynx Investment Advisory
District of Columbia
$503K
Citigroup
565
Citigroup
New York
$492K
SSWM
566
Smith Salley Wealth Management
North Carolina
$489K
CBA
567
Coastal Bridge Advisors
Connecticut
$489K
BIP
568
Blueprint Investment Partners
North Carolina
$485K
TCM
569
TruNorth Capital Management
Michigan
$484K
BWM
570
Brickley Wealth Management
California
$482K
AIS
571
American Investment Services
Massachusetts
$478K
TF
572
Theory Financial
Colorado
$476K
SIA
573
Soltis Investment Advisors
Utah
$476K
CIA
574
Cascade Investment Advisors
Oregon
$475K
PIN
575
Prudent Investors Network
California
$473K