We are live on ! Find out more
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
AOWM
301
Asset One Wealth Management
Washington
$2.09M
SA
302
Stewardship Advisors
Pennsylvania
$2.09M
MS
303
Monetary Solutions
Ohio
$2.09M
BL
304
BCWM LLC
Kansas
$2.09M
TCRG
305
Twin Cities Retirement Group
Minnesota
$2.08M
IC
306
IEQ Capital
California
$2.07M
LAIC
307
Lederer & Associates Investment Counsel
California
$2.07M
EWA
308
EverSource Wealth Advisors
Alabama
$2.04M
Susquehanna International Group
309
Susquehanna International Group
Pennsylvania
$2.03M
BWM
310
BCS Wealth Management
Tennessee
$1.96M
RPGK
311
Retirement Planning Group (Kansas)
Kansas
$1.93M
AssetMark Inc
312
AssetMark Inc
California
$1.93M
ES
313
ETF Store
Kansas
$1.92M
SWA
314
Sax Wealth Advisors
New Jersey
$1.92M
NWAG
315
Net Worth Advisory Group
Utah
$1.92M
ITG
316
Index Technologies Group
New York
$1.91M
MMA
317
Miracle Mile Advisors
California
$1.9M
CA
318
CGN Advisors
Kansas
$1.89M
SF
319
Schaeffer Financial
Maryland
$1.86M
MFT
320
Moisand Fitzgerald Tamayo
Florida
$1.85M
RC
321
Roundview Capital
New Jersey
$1.84M
PFGIA
322
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M
ADL
323
Asset Dedication LLC
California
$1.83M
AIM
324
Avity Investment Management
Connecticut
$1.83M
DSC
325
Duncker Streett & Co
Missouri
$1.83M