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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
BMO
701
Beck Mack & Oliver
New York
$279K
FFM
702
Forum Financial Management
Illinois
$277K
MFC
703
Morris Financial Concepts
South Carolina
$277K
DFA
704
DHJJ Financial Advisors
Illinois
$276K
NFG
705
Nations Financial Group
Iowa
$276K
ZIC
706
ZWJ Investment Counsel
Georgia
$275K
IWP
707
IAG Wealth Partners
Wisconsin
$275K
PWC
708
Pathfinder Wealth Consulting
North Carolina
$274K
RWM
709
Rialto Wealth Management
New York
$273K
AIM
710
Aspen Investment Management
Michigan
$273K
KIA
711
KCM Investment Advisors
California
$272K
CWP
712
Clark Wealth Partners
Illinois
$272K
MNA
713
Manning & Napier Advisors
New York
$272K
AFAS
714
Acorn Financial Advisory Services
Virginia
$271K
VAI
715
Vanguard Advisers Inc
Pennsylvania
$271K
SP
716
Stonebrook Private
Michigan
$270K
MCA
717
Millennium Capital Advisors
Arkansas
$270K
AWA
718
Acorn Wealth Advisors
Michigan
$268K
SWM
719
Silverlake Wealth Management
Vermont
$267K
DT
720
Diversified Trust
Tennessee
$266K
SNBOSD
721
Security National Bank of So Dak
Iowa
$265K
HCM
722
Hengehold Capital Management
Ohio
$263K
BIA
723
Bell Investment Advisors
California
$263K
TWM
724
TCFG Wealth Management
California
$259K
TIA
725
TCFG Investment Advisors
California
$259K