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
VA
676
Valmark Advisers
Ohio
$299K
B
677
Bensler
Washington
$299K
KA
678
Klingman & Associates
New York
$299K
EAM
679
Evanson Asset Management
California
$298K
FWM
680
Forza Wealth Management
Florida
$298K
RWM
681
RBA Wealth Management
California
$298K
AIM
682
Acropolis Investment Management
Missouri
$295K
IA
683
IF Advisors
Texas
$295K
MW
684
Marble Wealth
Alabama
$294K
CWM
685
CCG Wealth Management
California
$293K
AIA
686
Accelerate Investment Advisors
California
$290K
BA
687
Bellwether Advisors
Nebraska
$289K
CRC
688
Curi RMB Capital
Illinois
$285K
RWP
689
Revolve Wealth Partners
New Jersey
$285K
CAP
690
Columbia Advisory Partners
Washington
$284K
MAM
691
Marotta Asset Management
Virginia
$282K
LEA
692
Legacy Edge Advisors
New York
$282K
FFG
693
Frisch Financial Group
New York
$280K
PI
694
PFG Investments
New York
$280K
BMO
695
Beck Mack & Oliver
New York
$279K
FFM
696
Forum Financial Management
Illinois
$277K
MFC
697
Morris Financial Concepts
South Carolina
$277K
DFA
698
DHJJ Financial Advisors
Illinois
$276K
NFG
699
Nations Financial Group
Iowa
$276K
ZIC
700
ZWJ Investment Counsel
Georgia
$275K