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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
11.84%
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
SWM
376
Seed Wealth Management
Illinois
$1.37M
VFA
377
Valeo Financial Advisors
Indiana
$1.37M -$1.68K -54 -0.1%
RWM
378
RMG Wealth Management
Wisconsin
$1.36M +$1.15M +36,905 +802%
PAG
379
Private Advisor Group
New Jersey
$1.36M -$32.4K -1,039 -2%
ZIM
380
Zacks Investment Management
Illinois
$1.35M -$629K -20,180 -31%
SA
381
Sanctuary Advisors
Indiana
$1.34M -$4.32M -138,727 -76%
TNA
382
True North Advisors
Texas
$1.34M -$56.4K -1,810 -4%
BIG
383
Brookwood Investment Group
Arizona
$1.33M +$1.36M +43,525 New
VCWA
384
Vanguard Capital Wealth Advisors
Colorado
$1.31M +$5.67K +182 +0.4%
JFG
385
JMG Financial Group
Illinois
$1.31M +$187 +6 +0%
GAM
386
Grandview Asset Management
Pennsylvania
$1.31M +$1.22M +39,209 New
IAS
387
IMA Advisory Services
Colorado
$1.3M
IJWM
388
Inman Jager Wealth Management
Mississippi
$1.3M -$9.47K -304 -0.7%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$325K +10,417 +33%
SPI
390
Santori & Peters Inc
Pennsylvania
$1.27M +$437K +14,037 +51%
FIA
391
Foundations Investment Advisors
Arizona
$1.26M +$169K +5,435 +15%
FCB
392
First County Bank
Connecticut
$1.25M -$13.6K -435 -1%
TF
393
Thayer Financial
North Carolina
$1.25M +$218K +6,989 +21%
HTC
394
Haverford Trust Company
Pennsylvania
$1.25M -$6.54K -210 -0.5%
Bank of New York Mellon
395
Bank of New York Mellon
New York
$1.24M -$4.6M -147,706 -78%
WPC
396
Wedmont Private Capital
Pennsylvania
$1.24M -$5.48K -176 -0.4%
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$1.22M
TA
398
Tactive Advisors
Florida
$1.21M -$51.6K -1,657 -4%
KC
399
Knuff & Co
California
$1.2M -$31.2K -1,000 -2%
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$1.2M -$103K -3,319 -8%