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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
AFC
901
Ares Financial Consulting
California
$19K
OWP
902
ORG Wealth Partners
Texas
$18K
CWA
903
Carolina Wealth Advisors
South Carolina
$17.7K
MWC
904
MBM Wealth Consultants
Missouri
$17.6K
FPB
905
First PREMIER Bank
South Dakota
$16K
MSG
906
Main Street Group
Virginia
$15.2K
JFG
907
JDM Financial Group
Texas
$14.7K
WSA
908
Wealth Science Advisors
Georgia
$14.1K
EWM
909
Evolution Wealth Management
Florida
$13.9K
TLFA
910
True Link Financial Advisors
California
$13.9K
PS
911
Pinney & Scofield
Massachusetts
$13.6K
MCA
912
McGuire Capital Advisors
Oklahoma
$13.3K
CSPIA
913
Cary Street Partners Investment Advisory
Virginia
$12.2K
AF
914
Align Financial
Minnesota
$11.4K
MBFW
915
Morton Brown Family Wealth
Pennsylvania
$10.8K
HPC
916
HM Payson & Co
Maine
$10.5K
CA
917
Crewe Advisors
Utah
$10.1K
AWM
918
Aberdeen Wealth Management
Illinois
$9.15K
CMA
919
Cedar Mountain Advisors
Oregon
$9.12K
FDW
920
Fourth Dimension Wealth
Ohio
$9.09K
AUB
921
Atlantic Union Bankshares
Virginia
$8.85K
PPC
922
Park Place Capital
Alabama
$8.6K
LI
923
LRI Investments
Florida
$7.96K
WAG
924
Wilkerson Advisory Group
Missouri
$7.72K
National Bank of Canada
925
National Bank of Canada
Quebec, Canada
$7.53K