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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
FA
276
Fagan Associates
New York
$2.53M
AWM
277
AE Wealth Management
Kansas
$2.53M
AWA
278
Arkadios Wealth Advisors
Georgia
$2.53M
WMWM
279
Wilkins Miller Wealth Management
Alabama
$2.5M
CIA
280
Concurrent Investment Advisors
Florida
$2.47M
DAS
281
Dynamic Advisor Solutions
Arizona
$2.45M
RWM
282
Ritholtz Wealth Management
New York
$2.44M
RIA
283
Regal Investment Advisors
Michigan
$2.44M
SWA
284
Stratos Wealth Advisors
Ohio
$2.43M
ECM
285
Elgethun Capital Management
South Dakota
$2.43M
RA
286
Riversedge Advisors
Delaware
$2.43M
MWM
287
Mission Wealth Management
California
$2.38M
PFA
288
Pure Financial Advisors
California
$2.37M
VFIC
289
Valley Forge Investment Consultants
Pennsylvania
$2.35M
MGIA
290
Matthew Goff Investment Advisor
Texas
$2.34M
CIS
291
Custom Index Systems
New York
$2.33M
BFG
292
Berger Financial Group
Minnesota
$2.29M
M
293
MYeCFO
California
$2.29M
FSG
294
Financial Strategies Group
Michigan
$2.26M
CFGA
295
Cambridge Financial Group (Arizona)
Arizona
$2.26M
AGC
296
Aspen Grove Capital
Colorado
$2.25M
ECA
297
Elevation Capital Advisory
Oregon
$2.23M
CW
298
CreativeOne Wealth
Kansas
$2.22M
WCM
299
Weaver Capital Management
Georgia
$2.13M
RI
300
Ridgewood Investments
New Jersey
$2.11M