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SCHV

Schwab US Large-Cap Value ETF

962 hedge funds and large institutions have $11.1B invested in Schwab US Large-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 335 increasing their positions, 341 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 7884 (+6)

4% more funds holding

Funds holding: 929962 (+33)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$453M)

0.04% more ownership

Funds ownership: 74.75%74.79% (+0.04%)

2% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 341

Holders
962
Holders Change
+33
Holders Change %
+3.55%
% of All Funds
11.85%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.03%
New
97
Increased
335
Reduced
341
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.48B -$72.8M -2,336,304 -5%
SEI Investments
2
SEI Investments
Pennsylvania
$1.37B -$31.6M -1,014,616 -2%
MG
3
Mather Group
Illinois
$1.08B +$6.62M +212,582 +0.6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$558M +$52.2M +1,674,055 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$343M -$10M -322,570 -3%
APP
6
Avantax Planning Partners
Iowa
$312M +$922K +29,579 +0.3%
Mariner
7
Mariner
Kansas
$280M +$2.27M +72,744 +0.8%
VIA
8
Vantagepoint Investment Advisers
District of Columbia
$246M -$14.4M -461,751 -5%
MGIA
9
Moneta Group Investment Advisors
Missouri
$154M +$10.7M +344,153 +7%
Betterment LLC
10
Betterment LLC
New York
$122M -$3.64M -116,717 -3%
BPA
11
Beacon Pointe Advisors
California
$118M +$84.6M +2,714,584 +234%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$117M -$79.8M -2,560,274 -40%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$108M -$2.18M -70,132 -2%
GAM
14
Gemmer Asset Management
California
$105M -$7.81M -250,571 -7%
LPL Financial
15
LPL Financial
California
$101M +$1.89M +60,777 +2%
SC
16
Savant Capital
Illinois
$94.8M -$2.52M -80,869 -3%
Morgan Stanley
17
Morgan Stanley
New York
$92.6M +$8.38M +268,850 +10%
MAG
18
Mokosak Advisory Group
Iowa
$91.8M -$1.24M -39,960 -1%
RRWA
19
Rainey & Randall Wealth Advisors
Florida
$91.4M +$572K +18,373 +0.6%
KF
20
Krilogy Financial
Missouri
$91.3M +$439K +14,078 +0.5%
UBS Group
21
UBS Group
Switzerland
$83.1M +$7.72M +247,880 +10%
HighTower Advisors
22
HighTower Advisors
Illinois
$81.1M +$17.5K +561 +0%
Ameriprise
23
Ameriprise
Minnesota
$79.7M -$5.58M -179,144 -6%
CFG
24
Cooper Financial Group
California
$65.1M +$2.32M +74,453 +4%
ETC
25
Exchange Traded Concepts
Oklahoma
$64M +$1.96M +62,979 +3%