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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
LWL
751
Leo Wealth LLC
Texas
$239K
PFBT
752
Parkside Financial Bank & Trust
Missouri
$239K
LSL
753
Legacy Solutions LLC
Pennsylvania
$238K
GAA
754
Guardian Asset Advisors
Pennsylvania
$237K
MFIM
755
Mesirow Financial Investment Management
Illinois
$237K
GBWM
756
Granite Bay Wealth Management
New Hampshire
$237K
AC
757
AlphaCore Capital
California
$235K
PPWM
758
Perissos Private Wealth Management
Oklahoma
$234K
CA
759
CoreCap Advisors
Michigan
$234K
SFS
760
Sunrise Financial Services
Washington
$233K
TIM
761
Total Investment Management
Arizona
$233K
LC
762
Landaas & Company
Wisconsin
$232K
WHCFA
763
William Howard & Co Financial Advisors
Tennessee
$232K
STFP
764
Signal Tree Financial Partners
Ohio
$232K
WS
765
Wedbush Securities
California
$231K
CA
766
Claro Advisors
Massachusetts
$230K
TP
767
TritonPoint Partners
Maryland
$229K
HAS
768
HBW Advisory Services
California
$228K
TWA
769
TCI Wealth Advisors
Arizona
$227K
SFG
770
Synergy Financial Group
California
$226K
WI
771
Wedgewood Investors
Pennsylvania
$225K
JIC
772
Joel Isaacson & Co
New York
$225K
PPC
773
Pennington Partners & Co
Maryland
$224K
KMWM
774
Keudell/Morrison Wealth Management
Oregon
$223K
PWPS
775
Pinnacle Wealth Planning Services
Ohio
$222K