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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
FA
276
Fagan Associates
New York
$2.53M -$56.1K -1,800 -2%
AWM
277
AE Wealth Management
Kansas
$2.53M +$142K +4,556 +6%
AWA
278
Arkadios Wealth Advisors
Georgia
$2.53M +$73.7K +2,366 +3%
WMWM
279
Wilkins Miller Wealth Management
Alabama
$2.5M +$56.5K +1,812 +2%
CIA
280
Concurrent Investment Advisors
Florida
$2.47M -$53.3K -1,712 -2%
DAS
281
Dynamic Advisor Solutions
Arizona
$2.45M -$767K -24,618 -23%
RWM
282
Ritholtz Wealth Management
New York
$2.44M +$586K +18,801 +31%
RIA
283
Regal Investment Advisors
Michigan
$2.44M +$102K +3,288 +4%
SWA
284
Stratos Wealth Advisors
Ohio
$2.43M -$95.6K -3,068 -4%
ECM
285
Elgethun Capital Management
South Dakota
$2.43M +$46.2K +1,484 +2%
RA
286
Riversedge Advisors
Delaware
$2.43M +$10.8K +346 +0.4%
MWM
287
Mission Wealth Management
California
$2.38M -$419K -13,436 -15%
PFA
288
Pure Financial Advisors
California
$2.37M -$39.2K -1,259 -2%
VFIC
289
Valley Forge Investment Consultants
Pennsylvania
$2.35M -$212K -6,799 -8%
MGIA
290
Matthew Goff Investment Advisor
Texas
$2.34M +$2.39M +76,791 New
CIS
291
Custom Index Systems
New York
$2.33M -$33.2K -1,066 -1%
BFG
292
Berger Financial Group
Minnesota
$2.29M -$17.5K -561 -0.7%
M
293
MYeCFO
California
$2.29M +$62.3K +2,000 +3%
FSG
294
Financial Strategies Group
Michigan
$2.26M -$44.5K -1,427 -2%
CFGA
295
Cambridge Financial Group (Arizona)
Arizona
$2.26M -$659K -21,150 -22%
AGC
296
Aspen Grove Capital
Colorado
$2.25M -$61.3K -1,967 -3%
ECA
297
Elevation Capital Advisory
Oregon
$2.23M +$2.28M +73,208 New
CW
298
CreativeOne Wealth
Kansas
$2.22M -$265K -8,514 -10%
WCM
299
Weaver Capital Management
Georgia
$2.13M -$307K -9,848 -12%
RI
300
Ridgewood Investments
New Jersey
$2.11M +$2.16M +69,306 New