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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
TPI
676
Trust Point Inc
Wisconsin
$313K
BFA
677
Bragg Financial Advisors
North Carolina
$312K
TFA
678
TrustWell Financial Advisors
Florida
$311K
CW
679
Code Waechter
Florida
$310K
FRA
680
Front Row Advisors
California
$307K
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
VA
686
Valmark Advisers
Ohio
$299K
B
687
Bensler
Washington
$299K
KA
688
Klingman & Associates
New York
$299K
EAM
689
Evanson Asset Management
California
$298K
FWM
690
Forza Wealth Management
Florida
$298K
RWM
691
RBA Wealth Management
California
$298K
AIM
692
Acropolis Investment Management
Missouri
$295K
IA
693
IF Advisors
Texas
$295K
MW
694
Marble Wealth
Alabama
$294K
CWM
695
CCG Wealth Management
California
$293K
AIA
696
Accelerate Investment Advisors
California
$290K
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