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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
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$20.3M
PCIA
77
Prime Capital Investment Advisors
Kansas
$20.1M
MWP
78
Meriwether Wealth & Planning
Louisiana
$20M
CL
79
Choreo LLC
Illinois
$19.9M
LC
80
LCNB Corp
Ohio
$19.9M
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$19.7M
CWA
82
Cornerstone Wealth Advisors
Minnesota
$19.6M
SFA
83
Seneca Financial Advisors
New York
$19.5M
FFN
84
Focus Financial Network
Minnesota
$19.4M
PWM
85
Perigon Wealth Management
California
$19.2M
CIA
86
Cape Investment Advisory
Georgia
$18.4M
GC
87
Garde Capital
Washington
$18M
SF
88
Seek First
California
$17.7M
WMWM
89
Whitaker-Myers Wealth Managers
Ohio
$17.6M
FFA
90
Farther Finance Advisors
California
$17.4M
JC
91
JBGlobal.com
New York
$17.2M
DP
92
Denver PWM
Colorado
$17M
MA
93
Mutual Advisors
Nebraska
$17M
NFG
94
Northeast Financial Group
Pennsylvania
$16.8M
PCM
95
Payne Capital Management
New York
$16.6M
YP
96
YANKCOM Partnership
South Dakota
$16.4M
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$15.6M
SS
98
Sunbelt Securities
Texas
$15.6M
MWA
99
Martel Wealth Advisors
Washington
$14.7M
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$14.6M