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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
MC
726
Matisse Capital
Oregon
$259K
OAM
727
Oppenheimer Asset Management
New York
$259K
MA
728
MONECO Advisors
Connecticut
$257K
MAS
729
Madden Advisory Services
Florida
$256K
FWM
730
Focused Wealth Management
New York
$256K
HAP
731
Harbor Asset Planning
Massachusetts
$253K
LFS
732
Lutz Financial Services
Nebraska
$252K
BLFG
733
Brian Low Financial Group
Louisiana
$251K
PWM
734
Penobscot Wealth Management
Maine
$251K
HWA
735
Hillcrest Wealth Advisors
New Jersey
$250K
EL
736
Essex LLC
Illinois
$249K
CFO
737
Collective Family Office
Pennsylvania
$249K
CIC
738
Carnegie Investment Counsel
Ohio
$248K
SFC
739
Strategic Financial Concepts
Texas
$248K
AWM
740
Aprio Wealth Management
Georgia
$247K
AG
741
Advocate Group
Minnesota
$247K
HIF
742
Hill Island Financial
Michigan
$247K
M
743
MOTCO
Texas
$247K
GI
744
GS Investments
Minnesota
$246K
CFP
745
Comprehensive Financial Planning
Pennsylvania
$244K
AIM
746
Advyzon Investment Management
Illinois
$242K
CAMG
747
CWA Asset Management Group
Florida
$242K
GSC
748
G&S Capital
Colorado
$241K
AIM
749
Anchor Investment Management
South Carolina
$240K
CAM
750
Clark Asset Management
New Hampshire
$240K