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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
MMCM
251
Murphy & Mullick Capital Management
New York
$3.12M +$195K +6,250 +7%
SPW
252
Stillwater Private Wealth
Pennsylvania
$3.11M +$3.18M +102,103 New
RA
253
RFG Advisory
Alabama
$3.06M +$1.46M +46,864 +88%
ATWA
254
Arbor Trust Wealth Advisors
Michigan
$3.04M -$165K -5,311 -5%
ZRP
255
Zynergy Retirement Planning
New Jersey
$3.01M -$97.9K -3,142 -3%
CAG
256
Compass Advisory Group
New York
$2.98M -$237K -7,617 -7%
AAS
257
Ameritas Advisory Services
Nebraska
$2.95M -$97K -3,113 -3%
NFG
258
Nadler Financial Group
Illinois
$2.95M -$1.4M -45,059 -32%
Corient Private Wealth
259
Corient Private Wealth
Florida
$2.92M -$2.84M -91,076 -49%
SCM
260
Steele Capital Management
Iowa
$2.91M -$139K -4,471 -4%
HWM
261
HB Wealth Management
Georgia
$2.89M -$243K -7,811 -8%
NW
262
NewEdge Wealth
Pennsylvania
$2.88M -$809K -25,970 -22%
BFG
263
Bleakley Financial Group
New Jersey
$2.86M +$759K +24,363 +35%
MAG
264
M3 Advisory Group
Massachusetts
$2.85M
SAM
265
Secure Asset Management
Michigan
$2.79M +$391K +12,555 +16%
JFGLC
266
Johnson Financial Group LLC (Colorado)
Colorado
$2.75M +$2.81M +90,220 New
SCM
267
SummitPoint Capital Management
Colorado
$2.73M +$2.87M +92,196 New
AC
268
Apella Capital
Connecticut
$2.73M +$17.3K +554 +0.7%
BFM
269
Broadview Financial Management
Wisconsin
$2.69M -$74.1K -2,377 -3%
EW
270
Evoke Wealth
California
$2.69M
RF
271
Rossby Financial
Florida
$2.66M +$2.7M +86,530 +24,036%
MWM
272
Modera Wealth Management
New Jersey
$2.64M -$1.21M -38,832 -31%
CA
273
Clearstead Advisors
Ohio
$2.6M -$2.34K -75 -0.1%
AFA
274
Amicus Financial Advisors
Texas
$2.59M +$32.3K +1,038 +1%
TIM
275
Tortoise Investment Management
New York
$2.58M +$38K +1,220 +1%