We are live on ! Find out more
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

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: $ → $

0.04% 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
Holders Change %
% of All Funds
Holding in Top 10
84
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
NSAM
226
North Star Asset Management
Wisconsin
$3.89M
EFG
227
Everhart Financial Group
Ohio
$3.89M
CWA
228
Centerline Wealth Advisors
Kentucky
$3.89M
FVWA
229
Foster Victor Wealth Advisors
South Carolina
$3.87M
BCM
230
Barden Capital Management
Texas
$3.86M
RWM
231
RKL Wealth Management
Pennsylvania
$3.84M
VT
232
Vise Technologies
New York
$3.81M
Jones Financial Companies
233
Jones Financial Companies
Missouri
$3.75M
UW
234
Unique Wealth
Florida
$3.68M
UBS AM
235
UBS AM
Illinois
$3.66M
CWRP
236
Cassady Wealth & Retirement Planning
Nevada
$3.57M
ACG
237
Allen Capital Group
Nebraska
$3.56M
AA
238
Apriem Advisors
California
$3.56M
ASN
239
Advisory Services Network
Georgia
$3.5M
MCC
240
Money Concepts Capital
Florida
$3.49M
DE
241
Diversified Enterprises
Delaware
$3.48M
AFTS
242
American Financial & Tax Strategies
New York
$3.35M
LIM
243
Leavell Investment Management
Alabama
$3.32M
Truist Financial
244
Truist Financial
North Carolina
$3.23M
Lido Advisors
245
Lido Advisors
California
$3.23M
IWA
246
IVC Wealth Advisors
Pennsylvania
$3.21M
AWG
247
Altus Wealth Group
Colorado
$3.18M
MCCA
248
Mill Creek Capital Advisors
Pennsylvania
$3.17M
WIC
249
Woodmont Investment Counsel
Tennessee
$3.17M
CFP
250
Cypress Financial Planning
New Jersey
$3.17M