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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
NSAM
226
North Star Asset Management
Wisconsin
$3.89M +$76.2K +2,447 +2%
EFG
227
Everhart Financial Group
Ohio
$3.89M -$53.2K -1,707 -1%
CWA
228
Centerline Wealth Advisors
Kentucky
$3.89M +$3.97M +127,459 New
FVWA
229
Foster Victor Wealth Advisors
South Carolina
$3.87M +$3.79M +121,572 New
BCM
230
Barden Capital Management
Texas
$3.86M +$99K +3,178 +3%
RWM
231
RKL Wealth Management
Pennsylvania
$3.84M -$235K -7,549 -6%
VT
232
Vise Technologies
New York
$3.81M
Jones Financial Companies
233
Jones Financial Companies
Missouri
$3.75M +$873K +28,020 +29%
UW
234
Unique Wealth
Florida
$3.68M +$753K +24,156 +25%
UBS AM
235
UBS AM
Illinois
$3.66M +$2.68M +85,992 +254%
CWRP
236
Cassady Wealth & Retirement Planning
Nevada
$3.57M -$437K -14,023 -11%
ACG
237
Allen Capital Group
Nebraska
$3.56M +$95.2K +3,057 +3%
AA
238
Apriem Advisors
California
$3.56M -$61.4K -1,970 -2%
ASN
239
Advisory Services Network
Georgia
$3.5M +$282K +9,055 +9%
MCC
240
Money Concepts Capital
Florida
$3.49M +$1.91M +61,258 +115%
DE
241
Diversified Enterprises
Delaware
$3.48M -$208K -6,677 -6%
AFTS
242
American Financial & Tax Strategies
New York
$3.35M -$126K -4,048 -4%
LIM
243
Leavell Investment Management
Alabama
$3.32M -$140K -4,506 -4%
Truist Financial
244
Truist Financial
North Carolina
$3.23M -$330K -10,603 -9%
Lido Advisors
245
Lido Advisors
California
$3.23M -$234K -7,515 -7%
IWA
246
IVC Wealth Advisors
Pennsylvania
$3.21M -$150K -4,817 -4%
AWG
247
Altus Wealth Group
Colorado
$3.18M -$203K -6,503 -6%
MCCA
248
Mill Creek Capital Advisors
Pennsylvania
$3.17M -$7.2K -231 -0.2%
WIC
249
Woodmont Investment Counsel
Tennessee
$3.17M -$9.72K -312 -0.3%
CFP
250
Cypress Financial Planning
New Jersey
$3.17M -$186K -5,981 -5%