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

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
BIA
326
Bigelow Investment Advisors
Maine
$1.83M +$139K +4,464 +8%
TRCT
327
Tower Research Capital (TRC)
New York
$1.81M +$1.67M +53,649 +942%
IA
328
IFP Advisors
Florida
$1.8M -$112K -3,609 -6%
OSAM
329
O'Shaughnessy Asset Management
Connecticut
$1.8M +$242K +7,771 +15%
PA
330
Parallel Advisors
California
$1.79M -$498 -16 -0%
EA
331
Emerald Advisors
Washington
$1.77M -$280K -8,985 -13%
CRA
332
Clear Retirement Advice
California
$1.77M -$100K -3,210 -5%
CSP
333
Cary Street Partners
Virginia
$1.77M -$88K -2,825 -5%
AWM
334
Apollon Wealth Management
South Carolina
$1.77M -$81.6K -2,619 -4%
SA
335
Sovran Advisors
California
$1.76M +$187K +5,990 +12%
KF
336
K2 Financial
California
$1.75M -$64.2K -2,060 -4%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$1.75M -$226K -7,253 -11%
BlackRock
338
BlackRock
New York
$1.73M +$102K +3,282 +6%
SOS
339
Silver Oak Securities
Tennessee
$1.72M -$1.18M -37,738 -40%
CWM
340
Cornerstone Wealth Management
Missouri
$1.7M +$24.6K +789 +1%
SWP
341
SIMA Wealth Partners
Virginia
$1.67M -$97.9K -3,143 -5%
AL
342
Aspiriant LLC
California
$1.67M -$36.7K -1,177 -2%
MWA
343
Monograph Wealth Advisors
California
$1.67M
GHA
344
GW Henssler & Associates
Georgia
$1.65M -$19.7K -631 -1%
MW
345
Maia Wealth
Colorado
$1.62M +$17.4K +560 +1%
CAG
346
Csenge Advisory Group
Florida
$1.56M -$46.4K -1,489 -3%
KP
347
Keel Point
Alabama
$1.55M -$17.8K -572 -1%
CA
348
Continuum Advisory
Idaho
$1.55M +$61.1K +1,961 +4%
BWM
349
Blossom Wealth Management
California
$1.53M +$1.56M +50,093 New
EA
350
Enclave Advisors
Texas
$1.52M +$346K +11,096 +29%