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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
AC
751
AlphaCore Capital
California
$235K
PPWM
752
Perissos Private Wealth Management
Oklahoma
$234K
CA
753
CoreCap Advisors
Michigan
$234K
SFS
754
Sunrise Financial Services
Washington
$233K
TIM
755
Total Investment Management
Arizona
$233K
LC
756
Landaas & Company
Wisconsin
$232K
WHCFA
757
William Howard & Co Financial Advisors
Tennessee
$232K
STFP
758
Signal Tree Financial Partners
Ohio
$232K
WS
759
Wedbush Securities
California
$231K
CA
760
Claro Advisors
Massachusetts
$230K
TP
761
TritonPoint Partners
Maryland
$229K
HAS
762
HBW Advisory Services
California
$228K
TWA
763
TCI Wealth Advisors
Arizona
$227K
SFG
764
Synergy Financial Group
California
$226K
WI
765
Wedgewood Investors
Pennsylvania
$225K
JIC
766
Joel Isaacson & Co
New York
$225K
PPC
767
Pennington Partners & Co
Maryland
$224K
KMWM
768
Keudell/Morrison Wealth Management
Oregon
$223K
PWPS
769
Pinnacle Wealth Planning Services
Ohio
$222K
GI
770
GAMMA Investing
California
$220K
RMP
771
Richards, Merrill & Peterson
Washington
$219K
PWM
772
Praetorian Wealth Management
California
$218K
GWMR
773
GC Wealth Management RIA
Massachusetts
$217K
EPI
774
Eddie Patel Inc
Illinois
$217K
CWAI
775
Core Wealth Advisors (Indiana)
Indiana
$216K