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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
GI
776
GAMMA Investing
California
$220K
RMP
777
Richards, Merrill & Peterson
Washington
$219K
PWM
778
Praetorian Wealth Management
California
$218K
GWMR
779
GC Wealth Management RIA
Massachusetts
$217K
EPI
780
Eddie Patel Inc
Illinois
$217K
CWAI
781
Core Wealth Advisors (Indiana)
Indiana
$216K
CB
782
Commerce Bank
Missouri
$216K
LEFP
783
Leading Edge Financial Planning
Tennessee
$215K
Empower Advisory Group
784
Empower Advisory Group
Colorado
$215K
AP
785
Appleton Partners
Massachusetts
$214K
FSBI
786
Fearless Solutions (Best Invest)
Texas
$214K
FFA
787
First Foundation Advisors
California
$211K
CPA
788
Capital Performance Advisors
California
$211K
SWA
789
Serenus Wealth Advisors
California
$210K
HC
790
Hamilton Capital
Ohio
$210K
GA
791
GoalVest Advisory
New York
$210K
FFWA
792
FRG Family Wealth Advisors
Washington
$209K
CL
793
CVFG LLC
Indiana
$209K
VA
794
VestGen Advisors
Illinois
$209K
TCIIS
795
TIAA-CREF Individual & Institutional Services
New York
$209K
WMN
796
Wealth Management Nebraska
Nebraska
$207K
FA
797
FSA Advisors
Michigan
$206K
SIC
798
Salem Investment Counselors
North Carolina
$206K
SCM
799
Saxony Capital Management
Missouri
$206K
CAG
800
Crestwood Advisors Group
Massachusetts
$206K