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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
VST
351
Van Strum & Towne
California
$1.51M +$179K +5,755 +13%
HI
352
Harbour Investments
Wisconsin
$1.51M +$1.03M +33,053 +200%
KAM
353
KEB Asset Management
Illinois
$1.5M +$7.13K +229 +0.5%
BFA
354
Ballast Financial Advisors
Pennsylvania
$1.5M -$95.7K -3,073 -6%
CCC
355
Compass Capital Corp
Massachusetts
$1.49M -$81.3K -2,608 -5%
EH
356
Equitable Holdings
New York
$1.48M +$164K +5,278 +12%
LIWM
357
Long Island Wealth Management
New York
$1.48M +$592 +19 +0%
WMA
358
William Mack & Associates
Michigan
$1.48M -$49.5K -1,590 -3%
LJAC
359
L.J. Altfest & Co
New York
$1.48M +$6.08K +195 +0.4%
MFP
360
Meramec Financial Planners
Missouri
$1.48M +$84.8K +2,723 +6%
WANY
361
Wealthspire Advisors (New York)
New York
$1.47M +$87.4K +2,804 +6%
WFAG
362
Wescott Financial Advisory Group
Pennsylvania
$1.45M +$392K +12,573 +36%
SI
363
Seeds Investor
New York
$1.44M +$1.41M +45,339 New
IWM
364
IHT Wealth Management
Illinois
$1.44M -$6.42K -206 -0.4%
KJWM
365
Kiley Juergens Wealth Management
Washington
$1.44M -$14K -450 -0.9%
GWM
366
Geneos Wealth Management
Colorado
$1.44M -$12.7K -407 -0.9%
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$1.43M -$23.4K -750 -2%
CCWM
368
Cassaday & Co Wealth Management
Virginia
$1.42M +$561 +18 +0%
CPIG
369
Chicago Partners Investment Group
Illinois
$1.41M +$12.2K +390 +0.9%
UAG
370
United Advisor Group
Ohio
$1.41M -$15.3K -491 -1%
AWE
371
Avidian Wealth Enterprises
Texas
$1.41M -$24.1K -774 -2%
BWM
372
BCGM Wealth Management
Indiana
$1.4M -$39.6K -1,272 -3%
WCM
373
Whitener Capital Management
North Carolina
$1.39M -$41.3K -1,327 -3%
CP
374
Creekside Partners
California
$1.39M -$9.72K -312 -0.7%
KFG
375
Kelly Financial Group
Connecticut
$1.38M -$67.3K -2,160 -5%