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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

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: $ → $

0.04% 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
Holders Change %
% of All Funds
Holding in Top 10
84
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
NAMNJ
476
NorthStar Asset Management (New Jersey)
New Jersey
$803K
IF
477
Ironwood Financial
Arizona
$801K
WDL
478
Well Done LLC
Michigan
$801K
IP
479
Ignite Planners
California
$798K
SEIA
480
Signature Estate & Investment Advisors
California
$788K
HW
481
Hancock Whitney
Mississippi
$788K
PAS
482
Park Avenue Securities
New York
$786K
MAM
483
Marquette Asset Management
Minnesota
$782K
FA
484
FF Advisors
California
$776K
RSWA
485
Robinson Smith Wealth Advisors
Maine
$776K
PS
486
Principal Securities
Iowa
$775K
WMG
487
WESCAP Management Group
California
$774K
SPL
488
Smart Portfolios LLC
Washington
$770K
BFP
489
Birchwood Financial Partners
Minnesota
$765K
SQA
490
Simon Quick Advisors
New Jersey
$757K
FAG
491
Fortitude Advisory Group
Washington
$748K
FWI
492
Facet Wealth Inc
Maryland
$745K
MAG
493
Mayfair Advisory Group
Alabama
$744K
GWM
494
GSB Wealth Management
Connecticut
$741K
AWMG
495
Alliance Wealth Management Group
New Jersey
$738K
TCM
496
Towercrest Capital Management
Pennsylvania
$738K
LF
497
Lantz Financial
Illinois
$731K
SIA
498
SGL Investment Advisors
Montana
$724K
PIA
499
Pinion Investment Advisors
Kansas
$723K
AT
500
Adelphi Trust
Florida
$721K