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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
VST
351
Van Strum & Towne
California
$1.51M
HI
352
Harbour Investments
Wisconsin
$1.51M
KAM
353
KEB Asset Management
Illinois
$1.5M
BFA
354
Ballast Financial Advisors
Pennsylvania
$1.5M
CCC
355
Compass Capital Corp
Massachusetts
$1.49M
EH
356
Equitable Holdings
New York
$1.48M
LIWM
357
Long Island Wealth Management
New York
$1.48M
WMA
358
William Mack & Associates
Michigan
$1.48M
LJAC
359
L.J. Altfest & Co
New York
$1.48M
MFP
360
Meramec Financial Planners
Missouri
$1.48M
WANY
361
Wealthspire Advisors (New York)
New York
$1.47M
WFAG
362
Wescott Financial Advisory Group
Pennsylvania
$1.45M
SI
363
Seeds Investor
New York
$1.44M
IWM
364
IHT Wealth Management
Illinois
$1.44M
KJWM
365
Kiley Juergens Wealth Management
Washington
$1.44M
GWM
366
Geneos Wealth Management
Colorado
$1.44M
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$1.43M
CCWM
368
Cassaday & Co Wealth Management
Virginia
$1.42M
CPIG
369
Chicago Partners Investment Group
Illinois
$1.41M
UAG
370
United Advisor Group
Ohio
$1.41M
AWE
371
Avidian Wealth Enterprises
Texas
$1.41M
BWM
372
BCGM Wealth Management
Indiana
$1.4M
WCM
373
Whitener Capital Management
North Carolina
$1.39M
CP
374
Creekside Partners
California
$1.39M
KFG
375
Kelly Financial Group
Connecticut
$1.38M