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
GCA
401
Gradient Capital Advisors
California
$1.19M -$105K -3,379 -8%
BEI
402
Benjamin Edwards Inc
Missouri
$1.19M +$41.8K +1,342 +4%
AWMS
403
Advocacy Wealth Management Services
Georgia
$1.19M -$100K -3,213 -8%
CAAM
404
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M +$5.67K +182 +0.5%
MWM
405
Modern Wealth Management
Kansas
$1.18M -$43.9K -1,410 -4%
CCM
406
Condor Capital Management
New Jersey
$1.18M -$171K -5,478 -12%
CIAS
407
Capital Investment Advisory Services
North Carolina
$1.18M +$38.8K +1,245 +3%
DWM
408
Diversify Wealth Management
Utah
$1.17M +$1.15M +36,787 New
AIM
409
Athena Investment Management
California
$1.17M
William Blair & Company
410
William Blair & Company
Illinois
$1.17M +$7.51K +241 +0.6%
HI
411
Hoey Investments
Pennsylvania
$1.14M -$15.7K -504 -1%
JDLA
412
J. Derek Lewis & Associates
California
$1.14M +$33.2K +1,067 +3%
LFG
413
Larson Financial Group
Missouri
$1.13M -$41.2K -1,322 -3%
WA
414
Waterford Advisors
New York
$1.11M
QPWM
415
Quadrant Private Wealth Management
Pennsylvania
$1.1M +$44.1K +1,414 +4%
KPWS
416
Kestra Private Wealth Services
Texas
$1.1M +$773K +24,809 +223%
CCWP
417
Cedar Cove Wealth Partners
Minnesota
$1.1M -$76.8K -2,466 -6%
CFD
418
Creative Financial Designs
Indiana
$1.09M +$649K +20,817 +141%
NL
419
NWAM LLC
Washington
$1.08M -$2.46K -79 -0.2%
PVI
420
Pine Valley Investments
New Jersey
$1.07M +$8.88K +285 +0.8%
NRI
421
NFP Retirement Inc
California
$1.07M -$124K -3,975 -10%
CWM
422
Chesapeake Wealth Management
Virginia
$1.07M +$37.9K +1,215 +4%
LA
423
LexAurum Advisors
Kansas
$1.05M +$1.07M +34,373 New
BBHC
424
Brown Brothers Harriman & Co
New York
$1.04M
BDFN
425
Bond & Devick Financial Network
Minnesota
$1.04M