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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
LFS
726
Lutz Financial Services
Nebraska
$252K
BLFG
727
Brian Low Financial Group
Louisiana
$251K
PWM
728
Penobscot Wealth Management
Maine
$251K
HWA
729
Hillcrest Wealth Advisors
New Jersey
$250K
EL
730
Essex LLC
Illinois
$249K
CFO
731
Collective Family Office
Pennsylvania
$249K
CIC
732
Carnegie Investment Counsel
Ohio
$248K
SFC
733
Strategic Financial Concepts
Texas
$248K
AWM
734
Aprio Wealth Management
Georgia
$247K
AG
735
Advocate Group
Minnesota
$247K
HIF
736
Hill Island Financial
Michigan
$247K
M
737
MOTCO
Texas
$247K
GI
738
GS Investments
Minnesota
$246K
CFP
739
Comprehensive Financial Planning
Pennsylvania
$244K
AIM
740
Advyzon Investment Management
Illinois
$242K
CAMG
741
CWA Asset Management Group
Florida
$242K
GSC
742
G&S Capital
Colorado
$241K
AIM
743
Anchor Investment Management
South Carolina
$240K
CAM
744
Clark Asset Management
New Hampshire
$240K
LWL
745
Leo Wealth LLC
Texas
$239K
PFBT
746
Parkside Financial Bank & Trust
Missouri
$239K
LSL
747
Legacy Solutions LLC
Pennsylvania
$238K
GAA
748
Guardian Asset Advisors
Pennsylvania
$237K
MFIM
749
Mesirow Financial Investment Management
Illinois
$237K
GBWM
750
Granite Bay Wealth Management
New Hampshire
$237K