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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
CAP
701
Columbia Advisory Partners
Washington
$284K
MAM
702
Marotta Asset Management
Virginia
$282K
LEA
703
Legacy Edge Advisors
New York
$282K
FFG
704
Frisch Financial Group
New York
$280K
PI
705
PFG Investments
New York
$280K
BMO
706
Beck Mack & Oliver
New York
$279K
FFM
707
Forum Financial Management
Illinois
$277K
MFC
708
Morris Financial Concepts
South Carolina
$277K
DFA
709
DHJJ Financial Advisors
Illinois
$276K
NFG
710
Nations Financial Group
Iowa
$276K
ZIC
711
ZWJ Investment Counsel
Georgia
$275K
IWP
712
IAG Wealth Partners
Wisconsin
$275K
PWC
713
Pathfinder Wealth Consulting
North Carolina
$274K
RWM
714
Rialto Wealth Management
New York
$273K
AIM
715
Aspen Investment Management
Michigan
$273K
KIA
716
KCM Investment Advisors
California
$272K
CWP
717
Clark Wealth Partners
Illinois
$272K
MNA
718
Manning & Napier Advisors
New York
$272K
AFAS
719
Acorn Financial Advisory Services
Virginia
$271K
VAI
720
Vanguard Advisers Inc
Pennsylvania
$271K
SP
721
Stonebrook Private
Michigan
$270K
MCA
722
Millennium Capital Advisors
Arkansas
$270K
AWA
723
Acorn Wealth Advisors
Michigan
$268K
SWM
724
Silverlake Wealth Management
Vermont
$267K
DT
725
Diversified Trust
Tennessee
$266K