We are live on ! Find out more
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
PL
526
Plancorp LLC
Missouri
$632K -$92K -2,953 -13%
Brown Advisory
527
Brown Advisory
Maryland
$632K +$135K +4,341 +26%
CIR
528
Clear Investment Research
Georgia
$622K
UFA
529
Uptown Financial Advisors
Texas
$621K -$22.1K -708 -3%
VWA
530
VSM Wealth Advisory
Maryland
$620K +$12.6K +404 +2%
RA
531
Resolute Advisors
California
$613K +$2.93K +94 +0.5%
CBU
532
CIBC Bancorp USA
Illinois
$613K +$626K +20,093 New
SPA
533
Sentinel Pension Advisors
Massachusetts
$613K +$140K +4,487 +29%
JF
534
Joule Financial
Kentucky
$611K -$286K -9,185 -31%
HWA
535
HMV Wealth Advisors
Louisiana
$610K -$48K -1,540 -7%
CFFP
536
Center for Financial Planning
Michigan
$606K +$10.8K +346 +2%
Renaissance Technologies
537
Renaissance Technologies
New York
$604K -$866K -27,800 -58%
ACA
538
Atlas Capital Advisors
Wyoming
$602K
GC
539
Gilbert & Cook
Iowa
$600K -$2.71K -87 -0.4%
OWP
540
Obermeyer Wealth Partners
Colorado
$590K +$31 +1 +0%
CG
541
Caprock Group
Idaho
$590K +$363K +11,658 +152%
WAM
542
WNY Asset Management
New York
$589K +$602K +19,322 New
IFPL
543
Investments & Financial Planning LLC
Kentucky
$586K +$50K +1,604 +9%
SA
544
Seneschal Advisors
Washington
$585K
SWGC
545
Summit Wealth Group (Colorado)
Colorado
$583K -$34.6K -1,109 -5%
DWT
546
Dorsey & Whitney Trust
South Dakota
$582K
MHS
547
M Holdings Securities
Oregon
$576K -$12.2K -393 -2%
FWM
548
Fonville Wealth Management
Virginia
$574K -$8.04K -258 -1%
ZF
549
Zhang Financial
Michigan
$572K +$26.4K +848 +5%
SMA
550
Sage Mountain Advisors
Georgia
$572K +$1.93K +62 +0.3%