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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
ISFAN
951
Investor's Fiduciary Advisor Network
Washington
SW
952
SteelPeak Wealth
California
JWCA
953
J.W. Cole Advisors
Florida
RGF
954
Retirement Guys Formula
Ohio
SCM
955
SOL Capital Management
Maryland
AWA
956
Argos Wealth Advisors
California
TGAM
957
TBH Global Asset Management
Tennessee
MOS
958
MGO One Seven
Ohio
CIP
959
Capital Insight Partners
Arizona
BWA
960
Beam Wealth Advisors
Louisiana
AWM
961
Accurate Wealth Management
Florida
SAM
962
Silvercrest Asset Management
New York
TSS
963
Two Sigma Securities
New York
GS
964
GTS Securities
New York
FFS
965
Founders Financial Securities
Maryland
CA
966
CWC Advisors
Oregon
TA
967
TFB Advisors
Kansas
SIA
968
Spectrum Investment Advisors
Wisconsin
Northern Trust
969
Northern Trust
Illinois
PAS
970
Parsonex Advisory Services
Colorado
SAM
971
Synergy Asset Management
Washington
BPWM
972
Badgley Phelps Wealth Managers
Washington
TIAA Trust, National Association
973
TIAA Trust, National Association
North Carolina
FCM
974
Firestone Capital Management
Florida
TFA
975
Teamwork Financial Advisors
Texas