SCHV icon

Schwab US Large-Cap Value ETF

950 hedge funds and large institutions have $11B invested in Schwab US Large-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 331 increasing their positions, 337 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: $ → $

0.36% less ownership

Funds ownership: 74.55%74.19% (-0.36%)

2% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 337

Holders
950
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
AIM
401
Athena Investment Management
California
$1.17M
William Blair & Company
402
William Blair & Company
Illinois
$1.17M
HI
403
Hoey Investments
Pennsylvania
$1.14M
JDLA
404
J. Derek Lewis & Associates
California
$1.14M
LFG
405
Larson Financial Group
Missouri
$1.13M
WA
406
Waterford Advisors
New York
$1.11M
QPWM
407
Quadrant Private Wealth Management
Pennsylvania
$1.1M
KPWS
408
Kestra Private Wealth Services
Texas
$1.1M
CCWP
409
Cedar Cove Wealth Partners
Minnesota
$1.1M
CFD
410
Creative Financial Designs
Indiana
$1.09M
NL
411
NWAM LLC
Washington
$1.08M
NRI
412
NFP Retirement Inc
California
$1.07M
CWM
413
Chesapeake Wealth Management
Virginia
$1.07M
LA
414
LexAurum Advisors
Kansas
$1.05M
BBHC
415
Brown Brothers Harriman & Co
New York
$1.04M
BDFN
416
Bond & Devick Financial Network
Minnesota
$1.04M
SAM
417
Smartleaf Asset Management
Massachusetts
$1.01M
VP
418
Verum Partners
North Carolina
$1M
WA
419
WBH Advisory
Maryland
$999K
BL
420
BFSG LLC
California
$998K
ATI
421
ARK & TLK Investments
Oklahoma
$993K
AFP
422
Ausdal Financial Partners
Iowa
$988K
HCWM
423
Hidden Cove Wealth Management
Washington
$987K
KHC
424
Koesten Hirschmann & Crabtree
Kansas
$983K
LPAM
425
Lodestar Private Asset Management
California
$983K