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Schwab US Large-Cap Value ETF

956 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, 333 increasing their positions, 340 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: $ → $

0.32% less ownership

Funds ownership: 74.75%74.44% (-0.32%)

2% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 340

Holders
956
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
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
Fisher Asset Management
651
Fisher Asset Management
Washington
$340K
MCP
652
Mirador Capital Partners
California
$338K
SIA
653
SeaBridge Investment Advisors
New Jersey
$337K
AA
654
Advisory Alpha
Michigan
$335K
CF
655
Centaurus Financial
California
$334K
APW
656
Aurora Private Wealth
New Jersey
$333K
DWM
657
DecisionMap Wealth Management
Virginia
$332K
BPW
658
BlueDoor Private Wealth
Massachusetts
$331K
FSWA
659
Financial Synergies Wealth Advisors
Texas
$330K
MAMG
660
Milestone Asset Management Group
Connecticut
$324K
MYIA
661
Mount Yale Investment Advisors
Colorado
$324K
HIIFS
662
Harel Insurance Investments & Financial Services
Israel
$320K
CIA
663
Capital Investment Advisors
Georgia
$319K
JWA
664
JFS Wealth Advisors
Pennsylvania
$319K
Russell Investments Group
665
Russell Investments Group
United Kingdom
$318K
DAS
666
Diversify Advisory Services
Utah
$318K
DI
667
Disciplined Investors
Texas
$317K
PW
668
PUREfi Wealth
Massachusetts
$316K
TI
669
Truepoint Inc
Ohio
$315K
HCP
670
Hardin Capital Partners
South Carolina
$313K
TPI
671
Trust Point Inc
Wisconsin
$313K
BFA
672
Bragg Financial Advisors
North Carolina
$312K
TFA
673
TrustWell Financial Advisors
Florida
$311K
CW
674
Code Waechter
Florida
$310K
FRA
675
Front Row Advisors
California
$307K