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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
CIC
626
Cutler Investment Counsel
Oregon
$377K
ACA
627
Aptus Capital Advisors
Alabama
$377K
SEP
628
Signature Equity Partners
Ohio
$374K
HC
629
Hurley Capital
New York
$374K
CFG
630
Chapman Financial Group
Hawaii
$371K
CTA
631
Chesley Taft & Associates
Illinois
$370K
KLI
632
Kelman-Lazarov Inc
Tennessee
$367K
AI
633
Atria Investments
North Carolina
$364K
CD
634
Chapin Davis
Maryland
$355K
Natixis Advisors
635
Natixis Advisors
Massachusetts
$353K
LA
636
LWM Advisors
California
$351K
AT
637
American Trust
Kentucky
$351K
PWMG
638
Prestige Wealth Management Group
New Jersey
$349K
AAM
639
Austin Asset Management
Texas
$349K
AIA
640
AIMZ Investment Advisors
California
$348K
MGW
641
MB Generational Wealth
Washington
$347K
SWA
642
Sterling Wealth Advisors
Florida
$346K
FWTB
643
First Western Trust Bank
Colorado
$345K
FCM
644
Fortis Capital Management
Washington
$344K
TF
645
Tandem Financial
Colorado
$342K
Fisher Asset Management
646
Fisher Asset Management
Washington
$340K
MCP
647
Mirador Capital Partners
California
$338K
SIA
648
SeaBridge Investment Advisors
New Jersey
$337K
AA
649
Advisory Alpha
Michigan
$335K
CF
650
Centaurus Financial
California
$334K