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
CAP
701
Columbia Advisory Partners
Washington
$284K -$66.1K -2,122 -19%
MAM
702
Marotta Asset Management
Virginia
$282K -$53.9K -1,730 -16%
LEA
703
Legacy Edge Advisors
New York
$282K +$288K +9,246 New
FFG
704
Frisch Financial Group
New York
$280K +$286K +9,187 New
PI
705
PFG Investments
New York
$280K +$286K +9,185 New
BMO
706
Beck Mack & Oliver
New York
$279K
FFM
707
Forum Financial Management
Illinois
$277K +$39.4K +1,266 +16%
MFC
708
Morris Financial Concepts
South Carolina
$277K -$9.13K -293 -3%
DFA
709
DHJJ Financial Advisors
Illinois
$276K -$10.6K -341 -4%
NFG
710
Nations Financial Group
Iowa
$276K -$9.35K -300 -3%
ZIC
711
ZWJ Investment Counsel
Georgia
$275K +$11.4K +367 +4%
IWP
712
IAG Wealth Partners
Wisconsin
$275K
PWC
713
Pathfinder Wealth Consulting
North Carolina
$274K
RWM
714
Rialto Wealth Management
New York
$273K +$312 +10 +0.1%
AIM
715
Aspen Investment Management
Michigan
$273K +$218 +7 +0.1%
KIA
716
KCM Investment Advisors
California
$272K +$41.3K +1,326 +17%
CWP
717
Clark Wealth Partners
Illinois
$272K +$1.06K +34 +0.4%
MNA
718
Manning & Napier Advisors
New York
$272K
AFAS
719
Acorn Financial Advisory Services
Virginia
$271K +$1.06K +34 +0.4%
VAI
720
Vanguard Advisers Inc
Pennsylvania
$271K +$277K +8,887 New
SP
721
Stonebrook Private
Michigan
$270K
MCA
722
Millennium Capital Advisors
Arkansas
$270K -$18.7K -600 -6%
AWA
723
Acorn Wealth Advisors
Michigan
$268K +$1.15K +37 +0.4%
SWM
724
Silverlake Wealth Management
Vermont
$267K +$26.2K +841 +11%
DT
725
Diversified Trust
Tennessee
$266K +$467 +15 +0.2%