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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
SWM
376
Seed Wealth Management
Illinois
$1.37M
VFA
377
Valeo Financial Advisors
Indiana
$1.37M
RWM
378
RMG Wealth Management
Wisconsin
$1.36M
PAG
379
Private Advisor Group
New Jersey
$1.36M
ZIM
380
Zacks Investment Management
Illinois
$1.35M
SA
381
Sanctuary Advisors
Indiana
$1.34M
TNA
382
True North Advisors
Texas
$1.34M
BIG
383
Brookwood Investment Group
Arizona
$1.33M
VCWA
384
Vanguard Capital Wealth Advisors
Colorado
$1.31M
JFG
385
JMG Financial Group
Illinois
$1.31M
GAM
386
Grandview Asset Management
Pennsylvania
$1.31M
IAS
387
IMA Advisory Services
Colorado
$1.3M
IJWM
388
Inman Jager Wealth Management
Mississippi
$1.3M
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$1.28M
SPI
390
Santori & Peters Inc
Pennsylvania
$1.27M
FIA
391
Foundations Investment Advisors
Arizona
$1.26M
FCB
392
First County Bank
Connecticut
$1.25M
TF
393
Thayer Financial
North Carolina
$1.25M
HTC
394
Haverford Trust Company
Pennsylvania
$1.25M
Bank of New York Mellon
395
Bank of New York Mellon
New York
$1.24M
WPC
396
Wedmont Private Capital
Pennsylvania
$1.24M
PNC Financial Services Group
397
PNC Financial Services Group
Pennsylvania
$1.22M
TA
398
Tactive Advisors
Florida
$1.21M
KC
399
Knuff & Co
California
$1.2M
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$1.2M