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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
JFG
901
JDM Financial Group
Texas
$14.7K
WSA
902
Wealth Science Advisors
Georgia
$14.1K
EWM
903
Evolution Wealth Management
Florida
$13.9K
TLFA
904
True Link Financial Advisors
California
$13.9K
PS
905
Pinney & Scofield
Massachusetts
$13.6K
MCA
906
McGuire Capital Advisors
Oklahoma
$13.3K
CSPIA
907
Cary Street Partners Investment Advisory
Virginia
$12.2K
AF
908
Align Financial
Minnesota
$11.4K
MBFW
909
Morton Brown Family Wealth
Pennsylvania
$10.8K
HPC
910
HM Payson & Co
Maine
$10.5K
CA
911
Crewe Advisors
Utah
$10.1K
AWM
912
Aberdeen Wealth Management
Illinois
$9.15K
CMA
913
Cedar Mountain Advisors
Oregon
$9.12K
FDW
914
Fourth Dimension Wealth
Ohio
$9.09K
AUB
915
Atlantic Union Bankshares
Virginia
$8.85K
PPC
916
Park Place Capital
Alabama
$8.6K
LI
917
LRI Investments
Florida
$7.96K
WAG
918
Wilkerson Advisory Group
Missouri
$7.72K
National Bank of Canada
919
National Bank of Canada
Quebec, Canada
$7.53K
HIA
920
Harbor Investment Advisory
Maryland
$6.86K
LWMI
921
Legacy Wealth Management (Idaho)
Idaho
$6.28K
SFG
922
Strive Financial Group
Indiana
$6K
GJIA
923
Glass Jacobson Investment Advisors
Maryland
$5.76K
TWIM
924
TIAA Wealth Investment Management
New York
$5.2K
CTWM
925
Cherry Tree Wealth Management
Minnesota
$4.67K