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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
USCWA
576
U.S. Capital Wealth Advisors
Texas
$470K
VCP
577
Vista Capital Partners
Oregon
$469K
GWA
578
Geometric Wealth Advisors
District of Columbia
$464K
WTC
579
WhitTier Trust Company
Nevada
$463K
BFA
580
Blueprint Financial Advisors
North Carolina
$463K
PC
581
Payne Capital
Oregon
$462K
ML
582
Mayport LLC
Massachusetts
$462K
WDG
583
Wealth Dimensions Group
Ohio
$461K
PGAM
584
Princeton Global Asset Management
New Jersey
$459K
SFG
585
Sovereign Financial Group
Connecticut
$458K
APG
586
Abacus Planning Group
South Carolina
$451K
LWM
587
Lakeridge Wealth Management
Ohio
$449K
OC
588
Oarsman Capital
Wisconsin
$447K
OCA
589
OpenArc Corporate Advisory
Georgia
$444K
VDI
590
Vaughan David Investments
Illinois
$439K
DIS
591
Diversified Investment Strategies
Louisiana
$436K
SWM
592
Schwallier Wealth Management
Michigan
$434K
DWP
593
Daymark Wealth Partners
Ohio
$433K
AWM
594
Axxcess Wealth Management
California
$431K
RIM
595
Rockbridge Investment Management
New York
$430K
SPWM
596
Schrum Private Wealth Management
Florida
$428K
SC
597
Schoolcraft Capital
Colorado
$426K
TLA
598
Tanglewood Legacy Advisors
Texas
$426K
SPC
599
Sigma Planning Corp
Michigan
$425K
FCA
600
FLC Capital Advisors
California
$422K