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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
LWM
151
Lighthouse Wealth Management
Ohio
$7.63M
CAM
152
Cresset Asset Management
Illinois
$7.62M
SF
153
Sun Financial
Utah
$7.52M
AFP
154
Arnold Financial Planning
Iowa
$7.3M
BF
155
Baring Financial
Washington
$7.18M
Pathstone Holdings
156
Pathstone Holdings
New Jersey
$7.15M
LTL
157
Lowery Thomas LLC
California
$6.98M
SAI
158
Savvy Advisors Inc
New York
$6.96M
US Bancorp
159
US Bancorp
Minnesota
$6.91M
CWM
160
Cadence Wealth Management
Massachusetts
$6.87M
PIA
161
Panoramic Investment Advisors
Colorado
$6.84M
C
162
Certuity
Florida
$6.76M
BCM
163
Brookstone Capital Management
Illinois
$6.73M
PMG
164
ProVise Management Group
Florida
$6.68M
QCM
165
Quantinno Capital Management
New York
$6.6M
CAG
166
Curtis Advisory Group
California
$6.56M
IFS
167
Ifrah Financial Services
Arkansas
$6.54M
PFWA
168
Paces Ferry Wealth Advisors
Georgia
$6.43M
GWS
169
Glassman Wealth Services
Virginia
$6.34M
AC
170
Avant Capital
Louisiana
$6.31M
BWA
171
BlueSky Wealth Advisors
North Carolina
$6.29M
EWA
172
EP Wealth Advisors
California
$6.24M
VFS
173
Valpey Financial Services
New Hampshire
$6.19M
GPFA
174
Game Plan Financial Advisors
Ohio
$6.11M
SF
175
Summit Financial
New Jersey
$6.08M