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
CBA
576
Coastal Bridge Advisors
Connecticut
$489K -$2.83K -91 -0.6%
BIP
577
Blueprint Investment Partners
North Carolina
$485K -$267K -8,570 -35%
TCM
578
TruNorth Capital Management
Michigan
$484K
BWM
579
Brickley Wealth Management
California
$482K -$561 -18 -0.1%
AIS
580
American Investment Services
Massachusetts
$478K
TF
581
Theory Financial
Colorado
$476K
SIA
582
Soltis Investment Advisors
Utah
$476K -$5.42K -174 -1%
CIA
583
Cascade Investment Advisors
Oregon
$475K +$20.3K +650 +4%
PIN
584
Prudent Investors Network
California
$473K
USCWA
585
U.S. Capital Wealth Advisors
Texas
$470K +$125 +4 +0%
VCP
586
Vista Capital Partners
Oregon
$469K -$37K -1,188 -7%
GWA
587
Geometric Wealth Advisors
District of Columbia
$464K +$11.8K +378 +3%
WTC
588
WhitTier Trust Company
Nevada
$463K -$7.85K -252 -2%
BFA
589
Blueprint Financial Advisors
North Carolina
$463K -$267K -8,570 -36%
PC
590
Payne Capital
Oregon
$462K -$34.4K -1,104 -7%
ML
591
Mayport LLC
Massachusetts
$462K +$66K +2,117 +16%
WDG
592
Wealth Dimensions Group
Ohio
$461K +$471K +15,114 New
PGAM
593
Princeton Global Asset Management
New Jersey
$459K
SFG
594
Sovereign Financial Group
Connecticut
$458K -$54K -1,734 -10%
APG
595
Abacus Planning Group
South Carolina
$451K +$19.6K +630 +4%
LWM
596
Lakeridge Wealth Management
Ohio
$449K -$1.93K -62 -0.4%
OC
597
Oarsman Capital
Wisconsin
$447K -$67.8K -2,176 -13%
OCA
598
OpenArc Corporate Advisory
Georgia
$444K +$190K +6,107 +72%
VDI
599
Vaughan David Investments
Illinois
$439K +$11.4K +365 +3%
DIS
600
Diversified Investment Strategies
Louisiana
$436K