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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
PAS
976
Parsonex Advisory Services
Colorado
SAM
977
Synergy Asset Management
Washington
BPWM
978
Badgley Phelps Wealth Managers
Washington
TIAA Trust, National Association
979
TIAA Trust, National Association
North Carolina
FCM
980
Firestone Capital Management
Florida
TFA
981
Teamwork Financial Advisors
Texas
CWM
982
Collaborative Wealth Management
Florida
OCPWS
983
One Charles Private Wealth Services
Massachusetts
KeyBank National Association
984
KeyBank National Association
Ohio
CGFA
985
Colton Groome Financial Advisors
North Carolina
KWM
986
KW Wealth Management
California
KBFS
987
Kohmann Bosshard Financial Services
Ohio
CFB
988
Cullen/Frost Bankers
Texas
UFPG
989
United Financial Planning Group
New York
IIM
990
IFC & Insurance Marketing
California
TPBG
991
Turning Point Benefit Group
Maryland
LWANC
992
Laurel Wealth Advisors (North Carolina)
North Carolina
EA
993
Evolution Advisers
Virginia
AP
994
Atwood & Palmer
Missouri
QC
995
Quent Capital
New York
GAMC
996
Garner Asset Management Corp
Texas
MA
997
Modus Advisors
Minnesota
Simplex Trading
998
Simplex Trading
Illinois
CMP
999
Coston McIsaac & Partners
Maine
SAS
1000
Spurstone Advisory Services
Connecticut