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
MGW
651
MB Generational Wealth
Washington
$347K
SWA
652
Sterling Wealth Advisors
Florida
$346K
FWTB
653
First Western Trust Bank
Colorado
$345K
FCM
654
Fortis Capital Management
Washington
$344K +$31 +1 +0%
TF
655
Tandem Financial
Colorado
$342K +$349K +11,213 New
Fisher Asset Management
656
Fisher Asset Management
Washington
$340K -$204K -6,538 -37%
MCP
657
Mirador Capital Partners
California
$338K +$9.28K +298 +3%
SIA
658
SeaBridge Investment Advisors
New Jersey
$337K
AA
659
Advisory Alpha
Michigan
$335K +$342K +10,974 New
CF
660
Centaurus Financial
California
$334K +$125 +4 +0%
APW
661
Aurora Private Wealth
New Jersey
$333K
DWM
662
DecisionMap Wealth Management
Virginia
$332K -$21.7K -698 -6%
BPW
663
BlueDoor Private Wealth
Massachusetts
$331K -$45.2K -1,450 -12%
FSWA
664
Financial Synergies Wealth Advisors
Texas
$330K +$1.09K +35 +0.3%
MAMG
665
Milestone Asset Management Group
Connecticut
$324K +$1.09K +35 +0.3%
MYIA
666
Mount Yale Investment Advisors
Colorado
$324K +$330K +10,608 New
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$320K +$327K +10,500 New
CIA
668
Capital Investment Advisors
Georgia
$319K +$654 +21 +0.2%
JWA
669
JFS Wealth Advisors
Pennsylvania
$319K +$1.59K +51 +0.5%
Russell Investments Group
670
Russell Investments Group
United Kingdom
$318K -$24.8K -796 -7%
DAS
671
Diversify Advisory Services
Utah
$318K -$801K -25,709 -72%
DI
672
Disciplined Investors
Texas
$317K -$9.28K -298 -3%
PW
673
PUREfi Wealth
Massachusetts
$316K +$323K +10,353 New
TI
674
Truepoint Inc
Ohio
$315K -$530 -17 -0.2%
HCP
675
Hardin Capital Partners
South Carolina
$313K