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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
SW
551
SkyOak Wealth
Michigan
$572K
LW
552
Livet Wealth
Utah
$567K -$40.6K -1,304 -7%
CAL
553
Capital Analysts LLC
Pennsylvania
$564K +$3.21K +103 +0.6%
IAIM
554
International Assets Investment Management
Florida
$558K +$113K +3,611 +25%
BFS
555
Burkett Financial Services
South Carolina
$558K -$196K -6,306 -26%
CAM
556
Carret Asset Management
New York
$558K +$7.79K +250 +1%
RCM
557
Radnor Capital Management
Pennsylvania
$555K
WSFS
558
Wilmington Savings Fund Society
Delaware
$555K
HWA
559
Heritage Wealth Architects
Minnesota
$554K
NP
560
NorthRock Partners
Minnesota
$553K +$6.95K +223 +1%
VF
561
Vawter Financial
Ohio
$546K -$11K -354 -2%
GA
562
Goldstein Advisors
Wisconsin
$543K
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$537K
EPM
564
Elm Partners Management
Pennsylvania
$535K +$31 +1 +0%
Jane Street
565
Jane Street
New York
$531K +$543K +17,416 New
SFWC
566
Strategic Family Wealth Counselors
New Jersey
$528K +$9.04K +290 +2%
TAP
567
Tounjian Advisory Partners
Florida
$528K +$2.52K +81 +0.5%
KFAS
568
Keating Financial Advisory Services
Kansas
$527K +$9.04K +290 +2%
AWA
569
Archvest Wealth Advisors
California
$526K +$538K +17,254 New
BW
570
Basepoint Wealth
Iowa
$513K +$29.9K +961 +6%
FB
571
Fulton Bank
Pennsylvania
$512K
WFA
572
WMG Financial Advisors
Tennessee
$504K -$8.1K -260 -2%
LIA
573
Lynx Investment Advisory
District of Columbia
$503K -$21.7K -697 -4%
Citigroup
574
Citigroup
New York
$492K +$45.3K +1,454 +10%
SSWM
575
Smith Salley Wealth Management
North Carolina
$489K