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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
SAMC
101
Spectrum Asset Management (California)
California
$14.5M
RF
102
rebel Financial
Ohio
$13.6M
GB
103
Goepper Burkhardt
South Carolina
$12.9M
GSIS
104
Global Strategic Investment Solutions
Arizona
$12.8M
BWL
105
Bogart Wealth LLC
Virginia
$12.5M
FSA
106
Financial Services Advisory
Maryland
$12.3M
AF
107
Allworth Financial
California
$12.1M
RWP
108
RWA Wealth Partners
Massachusetts
$12M
PWM
109
Peak Wealth Management
New Hampshire
$11.9M
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$11.9M
AWM
111
Avior Wealth Management
Nebraska
$11.8M
DPI
112
Diversified Portfolios Inc
Michigan
$11.8M
GCP
113
Gill Capital Partners
Colorado
$11.8M
JJBC
114
James J. Burns & Company
New York
$11.5M
EWM
115
Empirical Wealth Management
Washington
$11.4M
HSA
116
HBK Sorce Advisory
Pennsylvania
$11M
OWM
117
Opes Wealth Management
California
$10.5M
FA
118
Fiduciary Alliance
South Carolina
$10.4M
CH
119
CDKV Holdings
Colorado
$10.2M
MMHP
120
Murphy Middleton Hinkle & Parker
Georgia
$9.98M
HG
121
Harbor Group
New Hampshire
$9.97M
WPIC
122
White Pine Investment Company
Michigan
$9.94M
CSF
123
Capital Squared Financial
Maryland
$9.84M
Mercer Global Advisors
124
Mercer Global Advisors
Colorado
$9.8M
FF
125
Friday Financial
Iowa
$9.59M