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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
FAN
51
Financial Advisors Network
California
$32.3M
CI
52
CX Institutional
Indiana
$32.2M
DW
53
Dodds Wealth
Colorado
$31.8M
GIA
54
GHP Investment Advisors
Colorado
$31.3M
MCM
55
MAI Capital Management
Ohio
$31M
TAP
56
TSG Advice Partners
Ohio
$30.9M
SMBT
57
Southern Michigan Bank & Trust
Michigan
$30.5M
AIA
58
Ally Invest Advisors
North Carolina
$29.4M
TWM
59
Tradition Wealth Management
Minnesota
$28.8M
MML Investors Services
60
MML Investors Services
Massachusetts
$28.1M
Raymond James Financial
61
Raymond James Financial
Florida
$26M
KWM
62
KRM Wealth Management
Nevada
$25.4M
PA
63
Persium Advisors
Georgia
$25.3M
Wells Fargo
64
Wells Fargo
California
$25M
KAS
65
Kestra Advisory Services
Texas
$24.8M
MFG
66
Merit Financial Group
Georgia
$24.5M
SFG
67
Sage Financial Group
Pennsylvania
$23.6M
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$23M
NFW
69
Noble Family Wealth
Florida
$22.1M
WA
70
Waverly Advisors
Alabama
$21.9M
UWM
71
USAdvisors Wealth Management
Minnesota
$21.8M
OIA
72
OneDigital Investment Advisors
Kansas
$21.2M
EFG
73
Ethos Financial Group
Pennsylvania
$21.1M
KNFPWM
74
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21M
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M