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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
GG
826
Gleason Group
Kentucky
$127K
PB
827
Pinnacle Bancorp
Nebraska
$121K
LBC
828
Lowe Brockenbrough & Co
Virginia
$120K
RF
829
Robbins Farley
New Hampshire
$117K
OA
830
Operose Advisors
Wisconsin
$113K
RFP
831
Root Financial Partners
California
$112K
KFP
832
Kerr Financial Planning
California
$108K
NG
833
NWK Group
California
$107K
HR
834
Howe & Rusling
New York
$107K
FDCDDQ
835
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
CBT
836
Crews Bank & Trust
Florida
$97.2K
EK
837
Evensky & Katz
Florida
$94K
KA
838
Kozak & Associates
Colorado
$92.1K
MHR
839
Matthew Hamilton Rosenberg
$91.5K
CNBTD
840
Citizens National Bank Trust Department
Mississippi
$90.4K
PIP
841
Peachtree Investment Partners
Florida
$88.4K
FFA
842
Founders Financial Alliance
North Carolina
$87.7K
GFA
843
Godfrey Financial Associates
New York
$81.9K
EPAM
844
Evelyn Partners Asset Management
$81.3K
Bessemer Group
845
Bessemer Group
New Jersey
$78K
SC
846
SouthState Corp
Florida
$77.5K
SA
847
SRH Advisors
Kansas
$75.8K
IA
848
IFG Advisory
Georgia
$69.4K
NA
849
Networth Advisors
Pennsylvania
$68.7K
HFS
850
Horizon Financial Services
North Carolina
$68.4K