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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
NAMNJ
476
NorthStar Asset Management (New Jersey)
New Jersey
$803K +$3.43K +110 +0.4%
IF
477
Ironwood Financial
Arizona
$801K -$44.6K -1,432 -5%
WDL
478
Well Done LLC
Michigan
$801K
IP
479
Ignite Planners
California
$798K +$347K +11,137 +74%
SEIA
480
Signature Estate & Investment Advisors
California
$788K +$4.74K +152 +0.6%
HW
481
Hancock Whitney
Mississippi
$788K
PAS
482
Park Avenue Securities
New York
$786K -$77.7K -2,493 -9%
MAM
483
Marquette Asset Management
Minnesota
$782K
FA
484
FF Advisors
California
$776K +$343K +11,017 +84%
RSWA
485
Robinson Smith Wealth Advisors
Maine
$776K
PS
486
Principal Securities
Iowa
$775K -$22.8K -731 -3%
WMG
487
WESCAP Management Group
California
$774K +$66.3K +2,129 +9%
SPL
488
Smart Portfolios LLC
Washington
$770K -$2.8K -90 -0.4%
BFP
489
Birchwood Financial Partners
Minnesota
$765K +$2.77K +89 +0.4%
SQA
490
Simon Quick Advisors
New Jersey
$757K +$3.61K +116 +0.5%
FAG
491
Fortitude Advisory Group
Washington
$748K +$3.55K +114 +0.5%
FWI
492
Facet Wealth Inc
Maryland
$745K +$257K +8,242 +51%
MAG
493
Mayfair Advisory Group
Alabama
$744K +$3.55K +114 +0.5%
GWM
494
GSB Wealth Management
Connecticut
$741K +$5.05K +162 +0.7%
AWMG
495
Alliance Wealth Management Group
New Jersey
$738K -$841 -27 -0.1%
TCM
496
Towercrest Capital Management
Pennsylvania
$738K -$841 -27 -0.1%
LF
497
Lantz Financial
Illinois
$731K +$11.2K +361 +2%
SIA
498
SGL Investment Advisors
Montana
$724K +$187K +5,990 +37%
PIA
499
Pinion Investment Advisors
Kansas
$723K +$524K +16,816 +245%
AT
500
Adelphi Trust
Florida
$721K -$312 -10 -0%