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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
SW
551
SkyOak Wealth
Michigan
$572K
LW
552
Livet Wealth
Utah
$567K
CAL
553
Capital Analysts LLC
Pennsylvania
$564K
IAIM
554
International Assets Investment Management
Florida
$558K
BFS
555
Burkett Financial Services
South Carolina
$558K
CAM
556
Carret Asset Management
New York
$558K
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
VF
561
Vawter Financial
Ohio
$546K
GA
562
Goldstein Advisors
Wisconsin
$543K
PGFC
563
Peapack-Gladstone Financial Corp
New Jersey
$537K
EPM
564
Elm Partners Management
Pennsylvania
$535K
Jane Street
565
Jane Street
New York
$531K
SFWC
566
Strategic Family Wealth Counselors
New Jersey
$528K
TAP
567
Tounjian Advisory Partners
Florida
$528K
KFAS
568
Keating Financial Advisory Services
Kansas
$527K
AWA
569
Archvest Wealth Advisors
California
$526K
BW
570
Basepoint Wealth
Iowa
$513K
FB
571
Fulton Bank
Pennsylvania
$512K
WFA
572
WMG Financial Advisors
Tennessee
$504K
LIA
573
Lynx Investment Advisory
District of Columbia
$503K
Citigroup
574
Citigroup
New York
$492K
SSWM
575
Smith Salley Wealth Management
North Carolina
$489K