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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
SAM
426
Smartleaf Asset Management
Massachusetts
$1.01M +$14.3K +459 +1%
VP
427
Verum Partners
North Carolina
$1M -$8.35K -268 -0.8%
WA
428
WBH Advisory
Maryland
$999K -$12K -386 -1%
BL
429
BFSG LLC
California
$998K +$1.56K +50 +0.2%
ATI
430
ARK & TLK Investments
Oklahoma
$993K
AFP
431
Ausdal Financial Partners
Iowa
$988K -$20.5K -658 -2%
HCWM
432
Hidden Cove Wealth Management
Washington
$987K -$26.3K -844 -3%
KHC
433
Koesten Hirschmann & Crabtree
Kansas
$983K -$12.9K -413 -1%
LPAM
434
Lodestar Private Asset Management
California
$983K +$7.95K +255 +0.8%
S
435
SignatureFD
Georgia
$969K -$10K -321 -1%
PWM
436
Partners Wealth Management
California
$968K -$4.39K -141 -0.4%
DADC
437
D.A. Davidson & Co
Montana
$965K +$57K +1,831 +6%
KA
438
Kovack Advisors
Florida
$959K -$27.4K -880 -3%
RDWM
439
Red Door Wealth Management
Tennessee
$958K +$1.65K +53 +0.2%
BFA
440
Beaumont Financial Advisors
Massachusetts
$955K
S
441
Sachetta
Massachusetts
$940K +$2.46K +79 +0.3%
HWA
442
HHM Wealth Advisors
Tennessee
$936K +$49.3K +1,581 +5%
AWP
443
Atlas Wealth Partners
Pennsylvania
$933K -$58K -1,863 -6%
IP
444
Indivisible Partners
Florida
$931K -$27.2K -872 -3%
FFG
445
Fortune Financial Group
Florida
$928K +$474K +15,221 +100%
CWA
446
CM Wealth Advisors
Ohio
$917K
NRC
447
New Republic Capital
North Carolina
$916K -$125K -4,028 -12%
BCI
448
Brinker Capital Investments
Pennsylvania
$914K -$5.58M -179,253 -86%
WI
449
Westbourne Investments
Virginia
$908K -$467 -15 -0.1%
PCWA
450
Pacific Capital Wealth Advisors
California
$907K