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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
NHT
176
New Hampshire Trust
New Hampshire
$6.02M
CM
177
Columbus Macro
Pennsylvania
$6M
WRPWM
178
Werba Rubin Papier Wealth Management
California
$5.97M
PFA
179
Petra Financial Advisors
Colorado
$5.87M
CAWM
180
Capital Advisors Wealth Management
Washington
$5.85M
SWM
181
SpringVest Wealth Management
Texas
$5.84M
WIA
182
Westbourne Investment Advisors
Maryland
$5.77M
Goldman Sachs
183
Goldman Sachs
New York
$5.75M
Principal Financial Group
184
Principal Financial Group
Iowa
$5.67M
CFA
185
Cahill Financial Advisors
Minnesota
$5.59M
LFP
186
Leeward Financial Partners
Washington
$5.42M
RI
187
Rinkey Investments
California
$5.36M
FFA
188
Florida Financial Advisors
Florida
$5.32M
MWM
189
Meridian Wealth Management
Kentucky
$5.28M
GFWA
190
Grey Fox Wealth Advisors
Delaware
$5.25M
SKK
191
Shepherd Kaplan Krochuk
Massachusetts
$5.18M
AWM
192
Apex Wealth Management
New Hampshire
$5M
OFS
193
OneAscent Financial Services
Alabama
$4.99M
BWM
194
Brown Wealth Management
Illinois
$4.95M
Stifel Financial
195
Stifel Financial
Missouri
$4.93M
DWM
196
Dakota Wealth Management
Florida
$4.91M
CCG
197
Coastwise Capital Group
California
$4.9M
WF
198
Warner Financial
Maryland
$4.85M
LAM
199
L2 Asset Management
Massachusetts
$4.75M
EFG
200
Embree Financial Group
Illinois
$4.74M