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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
IWP
701
IAG Wealth Partners
Wisconsin
$275K
PWC
702
Pathfinder Wealth Consulting
North Carolina
$274K
RWM
703
Rialto Wealth Management
New York
$273K
AIM
704
Aspen Investment Management
Michigan
$273K
KIA
705
KCM Investment Advisors
California
$272K
CWP
706
Clark Wealth Partners
Illinois
$272K
MNA
707
Manning & Napier Advisors
New York
$272K
AFAS
708
Acorn Financial Advisory Services
Virginia
$271K
VAI
709
Vanguard Advisers Inc
Pennsylvania
$271K
SP
710
Stonebrook Private
Michigan
$270K
MCA
711
Millennium Capital Advisors
Arkansas
$270K
AWA
712
Acorn Wealth Advisors
Michigan
$268K
SWM
713
Silverlake Wealth Management
Vermont
$267K
DT
714
Diversified Trust
Tennessee
$266K
SNBOSD
715
Security National Bank of So Dak
Iowa
$265K
HCM
716
Hengehold Capital Management
Ohio
$263K
BIA
717
Bell Investment Advisors
California
$263K
TWM
718
TCFG Wealth Management
California
$259K
TIA
719
TCFG Investment Advisors
California
$259K
MC
720
Matisse Capital
Oregon
$259K
OAM
721
Oppenheimer Asset Management
New York
$259K
MA
722
MONECO Advisors
Connecticut
$257K
MAS
723
Madden Advisory Services
Florida
$256K
FWM
724
Focused Wealth Management
New York
$256K
HAP
725
Harbor Asset Planning
Massachusetts
$253K