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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
OCM
201
One Capital Management
California
$4.72M
PFA
202
Pinnacle Family Advisors
Missouri
$4.68M
SFA
203
Sequoia Financial Advisors
Ohio
$4.67M
AQR Capital Management
204
AQR Capital Management
Connecticut
$4.64M
RIA
205
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
206
Golden Bell Financial Planning
Georgia
$4.55M
Baird Financial Group
207
Baird Financial Group
Wisconsin
$4.53M
KAS
208
KPP Advisory Services
Kentucky
$4.49M
SWP
209
Stratos Wealth Partners
Ohio
$4.46M
NDSI
210
Newman Dignan & Sheerar Inc
Rhode Island
$4.45M
SWM
211
SeaCrest Wealth Management
New York
$4.4M
IAA
212
Independent Advisor Alliance
North Carolina
$4.39M
CWMS
213
CFG Wealth Management Services
Indiana
$4.37M
DP
214
DDD Partners
Washington
$4.36M
Citadel Advisors
215
Citadel Advisors
Florida
$4.31M
ACA
216
Affinity Capital Advisors
California
$4.27M
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$4.26M
KWA
218
Kingswood Wealth Advisors
California
$4.16M
JGCM
219
Joseph Group Capital Management
Ohio
$4.01M
LIA
220
LifePlan Investment Advisors
North Carolina
$3.97M
BOPW
221
Brandywine Oak Private Wealth
Pennsylvania
$3.9M
NSAM
222
North Star Asset Management
Wisconsin
$3.89M
EFG
223
Everhart Financial Group
Ohio
$3.89M
CWA
224
Centerline Wealth Advisors
Kentucky
$3.89M
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$3.87M