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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
PFA
801
Perryman Financial Advisory
Texas
$205K
FVIM
802
Fort Vancouver Investment Management
Washington
$205K
Qube Research & Technologies (QRT)
803
Qube Research & Technologies (QRT)
United Kingdom
$203K
Legacy Financial Group (Iowa)
804
Legacy Financial Group (Iowa)
Iowa
$202K
BAM
805
Belpointe Asset Management
Nevada
$201K
APFP
806
Action Point Financial Planning
Michigan
$201K
PA
807
PFG Advisors
Arizona
$201K
OFA
808
Orographic Financial Advisors
Colorado
$200K
MTIC
809
Missouri Trust & Investment Company
Missouri
$197K
CCM
810
Chilton Capital Management
Texas
$195K
WPA
811
Wealth Preservation Advisors
Tennessee
$194K
LB
812
Legacy Bridge
Iowa
$193K
BA
813
Blueline Advisors
New Hampshire
$193K
WPA
814
West Paces Advisors
Georgia
$192K
VNA
815
Valley National Advisers
Pennsylvania
$187K
MWA
816
Medallion Wealth Advisors
Connecticut
$169K
SIS
817
Strategic Investment Solutions
Illinois
$168K
HHGA
818
Halbert Hargrove Global Advisors
California
$162K
AIA
819
Arcadia Investment Advisors
Idaho
$161K
HFS
820
Hantz Financial Services
Michigan
$155K
MIA
821
MeadowBrook Investment Advisors
Michigan
$150K
CAM
822
Costello Asset Management
Pennsylvania
$145K
LWM
823
Lodestone Wealth Management
Washington
$145K
GWANC
824
Guardian Wealth Advisors (North Carolina)
North Carolina
$143K
AAP
825
Arax Advisory Partners
Colorado
$143K