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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
APW
651
Aurora Private Wealth
New Jersey
$333K
DWM
652
DecisionMap Wealth Management
Virginia
$332K
BPW
653
BlueDoor Private Wealth
Massachusetts
$331K
FSWA
654
Financial Synergies Wealth Advisors
Texas
$330K
MAMG
655
Milestone Asset Management Group
Connecticut
$324K
MYIA
656
Mount Yale Investment Advisors
Colorado
$324K
HIIFS
657
Harel Insurance Investments & Financial Services
Israel
$320K
CIA
658
Capital Investment Advisors
Georgia
$319K
JWA
659
JFS Wealth Advisors
Pennsylvania
$319K
Russell Investments Group
660
Russell Investments Group
United Kingdom
$318K
DAS
661
Diversify Advisory Services
Utah
$318K
DI
662
Disciplined Investors
Texas
$317K
PW
663
PUREfi Wealth
Massachusetts
$316K
TI
664
Truepoint Inc
Ohio
$315K
HCP
665
Hardin Capital Partners
South Carolina
$313K
TPI
666
Trust Point Inc
Wisconsin
$313K
BFA
667
Bragg Financial Advisors
North Carolina
$312K
TFA
668
TrustWell Financial Advisors
Florida
$311K
CW
669
Code Waechter
Florida
$310K
FRA
670
Front Row Advisors
California
$307K
WP
671
Wealthspan Partners
Iowa
$306K
BIM
672
Bridges Investment Management
Nebraska
$305K
SC
673
Shearwater Capital
Colorado
$305K
WW
674
Waterfront Wealth
Kansas
$300K
RFA
675
Resurgent Financial Advisors
Georgia
$300K