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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
RDFA
876
Ritter Daniher Financial Advisory
Ohio
$33.3K
VCM
877
Versant Capital Management
Arizona
$33.2K
PFM
878
Phillips Financial Management
Indiana
$32.5K
GSEP
879
Golden State Equity Partners
California
$32K
DI
880
DAGCO Inc
Ohio
$31.8K
HCM
881
Hollencrest Capital Management
California
$30.4K
SGFG
882
Silver Grove Financial Group
New York
$29.3K
JHCP
883
Jackson Hole Capital Partners
Oklahoma
$27.4K
DIP
884
DT Investment Partners
Pennsylvania
$27.3K
JWM
885
JPL Wealth Management
Colorado
$27K
DPW
886
DiNuzzo Private Wealth
Pennsylvania
$26.7K
AWM
887
Abound Wealth Management
Tennessee
$26.4K
3FI
888
3 Factor Indexing
California
$26.3K
HWM
889
Horizons Wealth Management
North Carolina
$25.6K
FGAM
890
Financial Gravity Asset Management
Texas
$25.3K
SA
891
Scarborough Advisors
Maryland
$22.4K
TWD
892
True Wealth Design
Ohio
$21.4K
TCM
893
Tradewinds Capital Management
Washington
$20.1K
RFG
894
REAP Financial Group
Texas
$19.5K
AFC
895
Ares Financial Consulting
California
$19K
OWP
896
ORG Wealth Partners
Texas
$18K
CWA
897
Carolina Wealth Advisors
South Carolina
$17.7K
MWC
898
MBM Wealth Consultants
Missouri
$17.6K
FPB
899
First PREMIER Bank
South Dakota
$16K
MSG
900
Main Street Group
Virginia
$15.2K