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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
PTC
826
Private Trust Company
Ohio
$141K
ATPW
827
Ashton Thomas Private Wealth
Arizona
$139K
KSB
828
Kennebec Savings Bank
Maine
$138K
TCM
829
TD Capital Management
Tennessee
$136K
AG
830
AmeriFlex Group
Nevada
$131K
NEWAS
831
N.E.W. Advisory Services
Wisconsin
$128K
GG
832
Gleason Group
Kentucky
$127K
PB
833
Pinnacle Bancorp
Nebraska
$121K
LBC
834
Lowe Brockenbrough & Co
Virginia
$120K
RF
835
Robbins Farley
New Hampshire
$117K
OA
836
Operose Advisors
Wisconsin
$113K
RFP
837
Root Financial Partners
California
$112K
KFP
838
Kerr Financial Planning
California
$108K
NG
839
NWK Group
California
$107K
HR
840
Howe & Rusling
New York
$107K
FDCDDQ
841
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
CBT
842
Crews Bank & Trust
Florida
$97.2K
EK
843
Evensky & Katz
Florida
$94K
KA
844
Kozak & Associates
Colorado
$92.1K
MHR
845
Matthew Hamilton Rosenberg
$91.5K
CNBTD
846
Citizens National Bank Trust Department
Mississippi
$90.4K
PIP
847
Peachtree Investment Partners
Florida
$88.4K
FFA
848
Founders Financial Alliance
North Carolina
$87.7K
GFA
849
Godfrey Financial Associates
New York
$81.9K
EPAM
850
Evelyn Partners Asset Management
$81.3K