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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

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
TPI
676
Trust Point Inc
Wisconsin
$313K +$56.1K +1,802 +21%
BFA
677
Bragg Financial Advisors
North Carolina
$312K +$319K +10,245 New
TFA
678
TrustWell Financial Advisors
Florida
$311K
CW
679
Code Waechter
Florida
$310K
FRA
680
Front Row Advisors
California
$307K +$2.02K +65 +0.7%
WP
681
Wealthspan Partners
Iowa
$306K
BIM
682
Bridges Investment Management
Nebraska
$305K
SC
683
Shearwater Capital
Colorado
$305K
WW
684
Waterfront Wealth
Kansas
$300K
RFA
685
Resurgent Financial Advisors
Georgia
$300K -$717 -23 -0.2%
VA
686
Valmark Advisers
Ohio
$299K +$46.5K +1,492 +18%
B
687
Bensler
Washington
$299K +$280 +9 +0.1%
KA
688
Klingman & Associates
New York
$299K -$30.2K -969 -9%
EAM
689
Evanson Asset Management
California
$298K -$39.3K -1,260 -11%
FWM
690
Forza Wealth Management
Florida
$298K
RWM
691
RBA Wealth Management
California
$298K -$2.06K -66 -0.7%
AIM
692
Acropolis Investment Management
Missouri
$295K
IA
693
IF Advisors
Texas
$295K +$302K +9,680 New
MW
694
Marble Wealth
Alabama
$294K +$125 +4 +0%
CWM
695
CCG Wealth Management
California
$293K +$21.2K +679 +8%
AIA
696
Accelerate Investment Advisors
California
$290K -$2.4K -77 -0.8%
BA
697
Bellwether Advisors
Nebraska
$289K
GT
698
Glenmede Trust
Pennsylvania
$286K
CRC
699
Curi RMB Capital
Illinois
$285K
RWP
700
Revolve Wealth Partners
New Jersey
$285K -$320K -10,273 -52%