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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
Bank of Montreal
451
Bank of Montreal
Ontario, Canada
$905K +$43K +1,379 +5%
MSWMA
452
Market Street Wealth Management Advisors
Indiana
$905K -$101K -3,241 -10%
BCWM
453
Bartlett & Co Wealth Management
Ohio
$902K -$33.2K -1,065 -4%
LWM
454
LongView Wealth Management
Georgia
$899K +$195K +6,262 +28%
AF
455
Advisornet Financial
Minnesota
$898K +$7.95K +255 +0.9%
SG
456
StoneX Group
New York
$892K +$422K +13,541 +86%
KFA
457
Kelleher Financial Advisors
New York
$891K
ONB
458
Old National Bancorp
Indiana
$883K -$29.4K -943 -3%
HBW
459
Hazlett, Burt & Watson
West Virginia
$883K -$18.8K -604 -2%
BWP
460
Bernardo Wealth Planning
Pennsylvania
$880K +$2.24K +72 +0.3%
GT
461
Greenleaf Trust
Michigan
$874K
SPIA
462
Steward Partners Investment Advisory
New York
$862K +$188K +6,036 +27%
UB
463
UMB Bank
Missouri
$858K
VH
464
Visionary Horizons
Tennessee
$857K +$60.4K +1,938 +7%
MPWT
465
MassMutual Private Wealth & Trust
Connecticut
$857K -$67K -2,150 -7%
KCM
466
Kathmere Capital Management
Pennsylvania
$856K +$2.4K +77 +0.3%
EHC
467
Everett Harris & Co
California
$854K +$49.8K +1,600 +6%
HIP
468
HUB Investment Partners
Texas
$841K -$172K -5,513 -17%
BFO
469
Biltmore Family Office
North Carolina
$840K
EWS
470
Evergreen Wealth Solutions
Pennsylvania
$832K +$190K +6,105 +29%
IWN
471
Independent Wealth Network
Iowa
$826K +$143K +4,575 +20%
P
472
&Partners
Tennessee
$824K +$246K +7,906 +41%
WA
473
WPG Advisers
Maryland
$816K -$44.6K -1,433 -5%
PCMNC
474
Piedmont Capital Management (North Carolina)
North Carolina
$810K
Fifth Third Bancorp
475
Fifth Third Bancorp
Ohio
$803K +$751K +24,117 +1,092%