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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
AOWM
301
Asset One Wealth Management
Washington
$2.09M +$111K +3,575 +6%
SA
302
Stewardship Advisors
Pennsylvania
$2.09M +$170K +5,458 +9%
MS
303
Monetary Solutions
Ohio
$2.09M -$55.6K -1,785 -3%
BL
304
BCWM LLC
Kansas
$2.09M -$91.2K -2,926 -4%
TCRG
305
Twin Cities Retirement Group
Minnesota
$2.08M +$1.78K +57 +0.1%
IC
306
IEQ Capital
California
$2.07M +$17.8K +571 +0.8%
LAIC
307
Lederer & Associates Investment Counsel
California
$2.07M +$37K +1,186 +2%
EWA
308
EverSource Wealth Advisors
Alabama
$2.04M -$198K -6,360 -9%
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$2.03M -$195K -6,262 -9%
BWM
310
BCS Wealth Management
Tennessee
$1.96M -$2.11M -67,628 -51%
RPGK
311
Retirement Planning Group (Kansas)
Kansas
$1.93M -$78.9K -2,532 -4%
AssetMark Inc
312
AssetMark Inc
California
$1.93M -$602K -19,330 -23%
ES
313
ETF Store
Kansas
$1.92M +$333K +10,700 +20%
SWA
314
Sax Wealth Advisors
New Jersey
$1.92M -$2.74K -88 -0.1%
NWAG
315
Net Worth Advisory Group
Utah
$1.92M -$2.99K -96 -0.2%
ITG
316
Index Technologies Group
New York
$1.91M -$28.9K -929 -1%
MMA
317
Miracle Mile Advisors
California
$1.9M -$29.4K -943 -1%
CA
318
CGN Advisors
Kansas
$1.89M +$46.1K +1,480 +2%
SF
319
Schaeffer Financial
Maryland
$1.86M +$126K +4,046 +7%
MFT
320
Moisand Fitzgerald Tamayo
Florida
$1.85M -$54.3K -1,743 -3%
RC
321
Roundview Capital
New Jersey
$1.84M +$1.66M +53,290 +760%
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M +$976K +31,314 +109%
ADL
323
Asset Dedication LLC
California
$1.83M -$243K -7,796 -11%
AIM
324
Avity Investment Management
Connecticut
$1.83M
DSC
325
Duncker Streett & Co
Missouri
$1.83M -$348K -11,156 -16%