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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
Bessemer Group
851
Bessemer Group
New Jersey
$78K
SC
852
SouthState Corp
Florida
$77.5K
SA
853
SRH Advisors
Kansas
$75.8K
IA
854
IFG Advisory
Georgia
$69.4K
NA
855
Networth Advisors
Pennsylvania
$68.7K
HFS
856
Horizon Financial Services
North Carolina
$68.4K
CT
857
Caldwell Trust
Florida
$68.2K
SRCM
858
Signature Resources Capital Management
California
$67.9K
HDIM
859
Hanson & Doremus Investment Management
Vermont
$66K
TFGT
860
TS Financial Group (TSFG)
Illinois
$64K
SWM
861
Spire Wealth Management
Virginia
$63.9K
JFA
862
JNBA Financial Advisors
Minnesota
$63K
BH
863
Burk Holdings
Oklahoma
$61.2K
AP
864
Advisortrust Partners
North Carolina
$58K
AA
865
Ancora Advisors
Ohio
$57.9K
PK
866
Pflug Koory
Nebraska
$53.4K
IWS
867
Intentional Wealth Strategies
Colorado
$52.7K
VWM
868
Vermillion Wealth Management
Minnesota
$49.5K
KFI
869
Key Financial Inc
Pennsylvania
$49.4K
MIM
870
MTM Investment Management
South Carolina
$49.4K
AWA
871
Acumen Wealth Advisors
Tennessee
$48.5K
SWA
872
Strategic Wealth Advisors
Arizona
$46K
BCM
873
Blume Capital Management
California
$45.8K
WCM
874
Winthrop Capital Management
Indiana
$43K
MSFP
875
Mark Sheptoff Financial Planning
Connecticut
$41.5K