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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
PL
526
Plancorp LLC
Missouri
$632K
Brown Advisory
527
Brown Advisory
Maryland
$632K
CIR
528
Clear Investment Research
Georgia
$622K
UFA
529
Uptown Financial Advisors
Texas
$621K
VWA
530
VSM Wealth Advisory
Maryland
$620K
RA
531
Resolute Advisors
California
$613K
CBU
532
CIBC Bancorp USA
Illinois
$613K
SPA
533
Sentinel Pension Advisors
Massachusetts
$613K
JF
534
Joule Financial
Kentucky
$611K
HWA
535
HMV Wealth Advisors
Louisiana
$610K
CFFP
536
Center for Financial Planning
Michigan
$606K
Renaissance Technologies
537
Renaissance Technologies
New York
$604K
ACA
538
Atlas Capital Advisors
Wyoming
$602K
GC
539
Gilbert & Cook
Iowa
$600K
OWP
540
Obermeyer Wealth Partners
Colorado
$590K
CG
541
Caprock Group
Idaho
$590K
WAM
542
WNY Asset Management
New York
$589K
IFPL
543
Investments & Financial Planning LLC
Kentucky
$586K
SA
544
Seneschal Advisors
Washington
$585K
SWGC
545
Summit Wealth Group (Colorado)
Colorado
$583K
DWT
546
Dorsey & Whitney Trust
South Dakota
$582K
MHS
547
M Holdings Securities
Oregon
$576K
FWM
548
Fonville Wealth Management
Virginia
$574K
ZF
549
Zhang Financial
Michigan
$572K
SMA
550
Sage Mountain Advisors
Georgia
$572K