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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
PA
801
PFG Advisors
Arizona
$201K
OFAL
802
Orographic Financial Advisors, LLC
Colorado
$200K
MTIC
803
Missouri Trust & Investment Company
Missouri
$197K
CCM
804
Chilton Capital Management
Texas
$195K
WPA
805
Wealth Preservation Advisors
Tennessee
$194K
LB
806
Legacy Bridge
Iowa
$193K
BA
807
Blueline Advisors
New Hampshire
$193K
WPA
808
West Paces Advisors
Georgia
$192K
VNA
809
Valley National Advisers
Pennsylvania
$187K
MWA
810
Medallion Wealth Advisors
Connecticut
$169K
SIS
811
Strategic Investment Solutions
Illinois
$168K
HHGA
812
Halbert Hargrove Global Advisors
California
$162K
AIA
813
Arcadia Investment Advisors
Idaho
$161K
HFS
814
Hantz Financial Services
Michigan
$155K
MIA
815
MeadowBrook Investment Advisors
Michigan
$150K
CAM
816
Costello Asset Management
Pennsylvania
$145K
LWM
817
Lodestone Wealth Management
Washington
$145K
GWANC
818
Guardian Wealth Advisors (North Carolina)
North Carolina
$143K
AAP
819
Arax Advisory Partners
Colorado
$143K
PTC
820
Private Trust Company
Ohio
$141K
ATPW
821
Ashton Thomas Private Wealth
Arizona
$139K
KSB
822
Kennebec Savings Bank
Maine
$138K
TCM
823
TD Capital Management
Tennessee
$136K
AG
824
AmeriFlex Group
Nevada
$131K
NEWAS
825
N.E.W. Advisory Services
Wisconsin
$128K