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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
CPA
126
Cathy Pareto & Associates
Florida
$9.54M
VAS
127
Vestmark Advisory Solutions
Massachusetts
$9.48M
Tudor Investment Corp
128
Tudor Investment Corp
Connecticut
$9.37M
ISWM
129
Independent Solutions Wealth Management
New York
$9.29M
SWA
130
Sightline Wealth Advisors
Connecticut
$9.02M
SDWMA
131
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.87M
TWM
132
Thrive Wealth Management
Pennsylvania
$8.8M
WP
133
WealthShield Partners
North Carolina
$8.76M
SWP
134
Sagespring Wealth Partners
Tennessee
$8.68M
CKAIS
135
Christensen King & Associates Investment Services
Washington
$8.63M
BCIM
136
Bishop & Co Investment Management
Pennsylvania
$8.52M
BAM
137
Berkshire Asset Management
Pennsylvania
$8.49M
VWA
138
Visionary Wealth Advisors
Illinois
$8.46M
MBI
139
May Barnhard Investments
Maryland
$8.38M
IAN
140
Integrated Advisors Network
Texas
$8.3M
BAMG
141
Brand Asset Management Group
Missouri
$8.29M
CMP
142
Courage Miller Partners
Virginia
$8.28M
PSCM
143
Per Stirling Capital Management
Texas
$8.19M
EWA
144
Exencial Wealth Advisors
Oklahoma
$8.17M
ACA
145
Ackerman Capital Advisors
Texas
$8.13M
Fidelity Investments
146
Fidelity Investments
Massachusetts
$8.04M
PGWA
147
Plus Group Wealth Advisors
Wisconsin
$7.98M
IWC
148
Integrated Wealth Concepts
Massachusetts
$7.84M
GIA
149
Gladstone Institutional Advisory
Florida
$7.83M
WAM
150
Weinberger Asset Management
California
$7.63M