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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
CT
851
Caldwell Trust
Florida
$68.2K
SRCM
852
Signature Resources Capital Management
California
$67.9K
HDIM
853
Hanson & Doremus Investment Management
Vermont
$66K
TFGT
854
TS Financial Group (TSFG)
Illinois
$64K
SWM
855
Spire Wealth Management
Virginia
$63.9K
JFA
856
JNBA Financial Advisors
Minnesota
$63K
BH
857
Burk Holdings
Oklahoma
$61.2K
AP
858
Advisortrust Partners
North Carolina
$58K
AA
859
Ancora Advisors
Ohio
$57.9K
PK
860
Pflug Koory
Nebraska
$53.4K
IWS
861
Intentional Wealth Strategies
Colorado
$52.7K
VWM
862
Vermillion Wealth Management
Minnesota
$49.5K
KFI
863
Key Financial Inc
Pennsylvania
$49.4K
MIM
864
MTM Investment Management
South Carolina
$49.4K
AWA
865
Acumen Wealth Advisors
Tennessee
$48.5K
SWA
866
Strategic Wealth Advisors
Arizona
$46K
BCM
867
Blume Capital Management
California
$45.8K
WCM
868
Winthrop Capital Management
Indiana
$43K
MSFP
869
Mark Sheptoff Financial Planning
Connecticut
$41.5K
FCT
870
Family Capital Trust
Massachusetts
$39.1K
WETS
871
Wealth Enhancement Trust Services
South Dakota
$38.5K
T
872
Tidemark
California
$36.6K
ME
873
McIlrath & Eck
Washington
$36.5K
FCT
874
First Community Trust
Iowa
$36.2K
CFO
875
CVA Family Office
Colorado
$34K