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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
CBA
576
Coastal Bridge Advisors
Connecticut
$489K
BIP
577
Blueprint Investment Partners
North Carolina
$485K
TCM
578
TruNorth Capital Management
Michigan
$484K
BWM
579
Brickley Wealth Management
California
$482K
AIS
580
American Investment Services
Massachusetts
$478K
TF
581
Theory Financial
Colorado
$476K
SIA
582
Soltis Investment Advisors
Utah
$476K
CIA
583
Cascade Investment Advisors
Oregon
$475K
PIN
584
Prudent Investors Network
California
$473K
USCWA
585
U.S. Capital Wealth Advisors
Texas
$470K
VCP
586
Vista Capital Partners
Oregon
$469K
GWA
587
Geometric Wealth Advisors
District of Columbia
$464K
WTC
588
WhitTier Trust Company
Nevada
$463K
BFA
589
Blueprint Financial Advisors
North Carolina
$463K
PC
590
Payne Capital
Oregon
$462K
ML
591
Mayport LLC
Massachusetts
$462K
WDG
592
Wealth Dimensions Group
Ohio
$461K
PGAM
593
Princeton Global Asset Management
New Jersey
$459K
SFG
594
Sovereign Financial Group
Connecticut
$458K
APG
595
Abacus Planning Group
South Carolina
$451K
LWM
596
Lakeridge Wealth Management
Ohio
$449K
OC
597
Oarsman Capital
Wisconsin
$447K
OCA
598
OpenArc Corporate Advisory
Georgia
$444K
VDI
599
Vaughan David Investments
Illinois
$439K
DIS
600
Diversified Investment Strategies
Louisiana
$436K