SCHV icon

Schwab US Large-Cap Value ETF

950 hedge funds and large institutions have $11B invested in Schwab US Large-Cap Value ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 331 increasing their positions, 337 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: $ → $

0.36% less ownership

Funds ownership: 74.55%74.19% (-0.36%)

2% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 337

Holders
950
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
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
CRFG
601
Columbia River Financial Group
Washington
$415K
GWSA
602
Global Wealth Strategies & Associates
Colorado
$414K
TW
603
Traveka Wealth
California
$412K
SWP
604
Strategic Wealth Partners
Ohio
$411K
KWM
605
Kingsview Wealth Management
Oregon
$411K
TVM
606
True Vision MN
Minnesota
$410K
ABC
607
Associated Banc-Corp
Wisconsin
$410K
WP
608
Westmount Partners
California
$405K
PIMG
609
Patriot Investment Management Group
Tennessee
$404K
SCM
610
SCS Capital Management
Massachusetts
$404K
MWP
611
Meredith Wealth Planning
Illinois
$403K
FFA
612
Fi3 Financial Advisors
Indiana
$399K
CHA
613
Cooper/Haims Advisors
New York
$399K
GCM
614
G2 Capital Management
Ohio
$391K
QHA
615
Quarry Hill Advisors
Minnesota
$389K
VCA
616
Verdence Capital Advisors
Maryland
$387K
PAYA
617
Phil A. Younker & Associates
Alaska
$386K
SSW
618
Stone Summit Wealth
Florida
$384K
CFG
619
Certior Financial Group
Pennsylvania
$383K
LF
620
LifeSteps Financial
California
$383K
MCM
621
Mengis Capital Management
Oregon
$382K
JPLA
622
Joseph P. Lucia & Associates
New York
$381K
AIA
623
Allied Investment Advisors
Montana
$380K
CA
624
Cambridge Advisors
Nebraska
$378K
BMCM
625
Bryn Mawr Capital Management
Pennsylvania
$377K