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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
FCT
876
Family Capital Trust
Massachusetts
$39.1K
WETS
877
Wealth Enhancement Trust Services
South Dakota
$38.5K
T
878
Tidemark
California
$36.6K
ME
879
McIlrath & Eck
Washington
$36.5K
FCT
880
First Community Trust
Iowa
$36.2K
CFO
881
CVA Family Office
Colorado
$34K
RDFA
882
Ritter Daniher Financial Advisory
Ohio
$33.3K
VCM
883
Versant Capital Management
Arizona
$33.2K
PFM
884
Phillips Financial Management
Indiana
$32.5K
GSEP
885
Golden State Equity Partners
California
$32K
DI
886
DAGCO Inc
Ohio
$31.8K
HCM
887
Hollencrest Capital Management
California
$30.4K
SGFG
888
Silver Grove Financial Group
New York
$29.3K
JHCP
889
Jackson Hole Capital Partners
Oklahoma
$27.4K
DIP
890
DT Investment Partners
Pennsylvania
$27.3K
JWM
891
JPL Wealth Management
Colorado
$27K
DPW
892
DiNuzzo Private Wealth
Pennsylvania
$26.7K
AWM
893
Abound Wealth Management
Tennessee
$26.4K
3FI
894
3 Factor Indexing
California
$26.3K
HWM
895
Horizons Wealth Management
North Carolina
$25.6K
FGAM
896
Financial Gravity Asset Management
Texas
$25.3K
SA
897
Scarborough Advisors
Maryland
$22.4K
TWD
898
True Wealth Design
Ohio
$21.4K
TCM
899
Tradewinds Capital Management
Washington
$20.1K
RFG
900
REAP Financial Group
Texas
$19.5K