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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
MCM
501
MidAtlantic Capital Management
Virginia
$718K -$16.9K -542 -2%
TYCC
502
Texas Yale Capital Corp
Florida
$718K +$1.18K +38 +0.2%
FAT
503
First American Trust
California
$714K
RPGNY
504
Retirement Planning Group (New York)
New York
$710K +$68.7K +2,205 +10%
SWM
505
Sculati Wealth Management
Michigan
$704K
WWM
506
Western Wealth Management
Colorado
$700K +$715K +22,946 New
EA
507
Evergreen Advisors
Tennessee
$698K +$713K +22,894 New
GG
508
Greenwood Gearhart
Arkansas
$694K +$15.5K +498 +2%
WF
509
Womack Financial
Texas
$690K +$10.8K +347 +2%
AA
510
Aire Advisors
California
$690K -$32.5K -1,044 -4%
JIC
511
Johnson Investment Counsel
Ohio
$674K -$236K -7,566 -26%
BIG
512
Brooklyn Investment Group
New York
$673K +$440K +14,133 +178%
CTC
513
Central Trust Company
Missouri
$673K
MIA
514
Milestone Investment Advisors
Wisconsin
$668K
BTI
515
Blue Trust Inc
Georgia
$659K +$161K +5,165 +31%
YIH
516
Y-Intercept (HK)
Hong Kong
$659K -$1.69M -54,125 -71%
MGWM
517
Marks Group Wealth Management
Minnesota
$658K
KA
518
KLCM Advisors
Wisconsin
$657K +$158K +5,080 +31%
SCA
519
Stonebridge Capital Advisors
Minnesota
$656K -$76K -2,440 -10%
SWASL
520
Spartan Wealth Advisory Services LLC
Michigan
$654K +$668K +21,443 New
CWP
521
Cyndeo Wealth Partners
Florida
$650K +$163K +5,219 +32%
RMC
522
Ring Mountain Capital
California
$649K -$4.14K -133 -0.6%
RWM
523
Rockwood Wealth Management
Pennsylvania
$649K +$663K +21,275 New
AA
524
Alesco Advisors
New York
$642K -$2.83K -91 -0.4%
GVAG
525
Great Valley Advisor Group
Delaware
$633K -$23K -738 -3%