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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
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
TF
655
Tandem Financial
Colorado
$342K
Fisher Asset Management
656
Fisher Asset Management
Washington
$340K
MCP
657
Mirador Capital Partners
California
$338K
SIA
658
SeaBridge Investment Advisors
New Jersey
$337K
AA
659
Advisory Alpha
Michigan
$335K
CF
660
Centaurus Financial
California
$334K
APW
661
Aurora Private Wealth
New Jersey
$333K
DWM
662
DecisionMap Wealth Management
Virginia
$332K
BPW
663
BlueDoor Private Wealth
Massachusetts
$331K
FSWA
664
Financial Synergies Wealth Advisors
Texas
$330K
MAMG
665
Milestone Asset Management Group
Connecticut
$324K
MYIA
666
Mount Yale Investment Advisors
Colorado
$324K
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$320K
CIA
668
Capital Investment Advisors
Georgia
$319K
JWA
669
JFS Wealth Advisors
Pennsylvania
$319K
Russell Investments Group
670
Russell Investments Group
United Kingdom
$318K
DAS
671
Diversify Advisory Services
Utah
$318K
DI
672
Disciplined Investors
Texas
$317K
PW
673
PUREfi Wealth
Massachusetts
$316K
TI
674
Truepoint Inc
Ohio
$315K
HCP
675
Hardin Capital Partners
South Carolina
$313K