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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

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
MMCM
251
Murphy & Mullick Capital Management
New York
$3.12M
SPW
252
Stillwater Private Wealth
Pennsylvania
$3.11M
RA
253
RFG Advisory
Alabama
$3.06M
ATWA
254
Arbor Trust Wealth Advisors
Michigan
$3.04M
ZRP
255
Zynergy Retirement Planning
New Jersey
$3.01M
CAG
256
Compass Advisory Group
New York
$2.98M
AAS
257
Ameritas Advisory Services
Nebraska
$2.95M
NFG
258
Nadler Financial Group
Illinois
$2.95M
Corient Private Wealth
259
Corient Private Wealth
Florida
$2.92M
SCM
260
Steele Capital Management
Iowa
$2.91M
HWM
261
HB Wealth Management
Georgia
$2.89M
NW
262
NewEdge Wealth
Pennsylvania
$2.88M
BFG
263
Bleakley Financial Group
New Jersey
$2.86M
MAG
264
M3 Advisory Group
Massachusetts
$2.85M
SAM
265
Secure Asset Management
Michigan
$2.79M
JFGLC
266
Johnson Financial Group LLC (Colorado)
Colorado
$2.75M
SCM
267
SummitPoint Capital Management
Colorado
$2.73M
AC
268
Apella Capital
Connecticut
$2.73M
BFM
269
Broadview Financial Management
Wisconsin
$2.69M
EW
270
Evoke Wealth
California
$2.69M
RF
271
Rossby Financial
Florida
$2.66M
MWM
272
Modera Wealth Management
New Jersey
$2.64M
CA
273
Clearstead Advisors
Ohio
$2.6M
AFA
274
Amicus Financial Advisors
Texas
$2.59M
TIM
275
Tortoise Investment Management
New York
$2.58M