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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
BAM
926
Bellevue Asset Management
Washington
$4.67K
QAM
927
Q3 Asset Management
Michigan
$3.79K
YAL
928
Your Advocates Ltd
Texas
$3.75K
NL
929
NorthAvenue LLC
Ohio
$3.72K
DWP
930
Destiny Wealth Partners
Florida
$3.66K
AGWCA
931
Annis Gardner Whiting Capital Advisors
Florida
$3.05K
AIA
932
Armor Investment Advisors
North Carolina
$3.02K
SIS
933
Sound Income Strategies
Florida
$2.34K
TPWA
934
Twin Peaks Wealth Advisors
California
$1.98K
IW
935
Imprint Wealth
South Carolina
$1.74K
MWPCG
936
Measured Wealth Private Client Group
New Hampshire
$1.68K
TPCW
937
TD Private Client Wealth
New York
$1.43K
CFG
938
Clayton Financial Group
Missouri
$1.09K
TWM
939
TopTier Wealth Management
Wisconsin
$1.03K
KG
940
Kilter Group
New York
$915
BFPW
941
BOK Financial Private Wealth
Colorado
$915
CCMW
942
Cypress Capital Management (Wyoming)
Wyoming
$915
QWM
943
Quaker Wealth Management
New Jersey
$885
AWM
944
Activest Wealth Management
Florida
$885
WWM
945
Wolff Wiese Magana
California
$458
GGI
946
Godsey & Gibb Inc
Virginia
$458
SIC
947
SJS Investment Consulting
Ohio
$458
IF
948
Integrity Financial
Wyoming
$275
SWA
949
SOA Wealth Advisors
New York
$146
CAN
950
Capital Advisor Network
Indiana
$122