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

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
SWM
601
Schwallier Wealth Management
Michigan
$434K
DWP
602
Daymark Wealth Partners
Ohio
$433K
AWM
603
Axxcess Wealth Management
California
$431K
RIM
604
Rockbridge Investment Management
New York
$430K
SPWM
605
Schrum Private Wealth Management
Florida
$428K
SC
606
Schoolcraft Capital
Colorado
$426K
TLA
607
Tanglewood Legacy Advisors
Texas
$426K
SPC
608
Sigma Planning Corp
Michigan
$425K
FCA
609
FLC Capital Advisors
California
$422K
CRFG
610
Columbia River Financial Group
Washington
$415K
GWSA
611
Global Wealth Strategies & Associates
Colorado
$414K
TW
612
Traveka Wealth
California
$412K
SWP
613
Strategic Wealth Partners
Ohio
$411K
KWM
614
Kingsview Wealth Management
Oregon
$411K
TVM
615
True Vision MN
Minnesota
$410K
ABC
616
Associated Banc-Corp
Wisconsin
$410K
WP
617
Westmount Partners
California
$405K
PIMG
618
Patriot Investment Management Group
Tennessee
$404K
SCM
619
SCS Capital Management
Massachusetts
$404K
MWP
620
Meredith Wealth Planning
Illinois
$403K
FFA
621
Fi3 Financial Advisors
Indiana
$399K
CHA
622
Cooper/Haims Advisors
New York
$399K
GCM
623
G2 Capital Management
Ohio
$391K
QHA
624
Quarry Hill Advisors
Minnesota
$389K
VCA
625
Verdence Capital Advisors
Maryland
$387K