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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
11.85%
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
FWP
51
FAS Wealth Partners
Kansas
$32.6M -$982K -31,512 -3%
FAN
52
Financial Advisors Network
California
$32.3M +$650K +20,855 +2%
CI
53
CX Institutional
Indiana
$32.2M -$24.7M -793,286 -43%
SIA
54
Serenity Investment Advisors
Illinois
$32M +$2.35M +75,329 +9%
DW
55
Dodds Wealth
Colorado
$31.8M -$690K -22,144 -2%
GIA
56
GHP Investment Advisors
Colorado
$31.3M +$580K +18,615 +2%
MCM
57
MAI Capital Management
Ohio
$31M +$309K +9,904 +1%
TAP
58
TSG Advice Partners
Ohio
$30.9M +$31.5M +1,012,162 New
SMBT
59
Southern Michigan Bank & Trust
Michigan
$30.5M +$31.2M +1,001,625 New
AIA
60
Ally Invest Advisors
North Carolina
$29.4M +$376K +12,056 +1%
TWM
61
Tradition Wealth Management
Minnesota
$28.8M +$326K +10,455 +1%
MML Investors Services
62
MML Investors Services
Massachusetts
$28.1M -$4.52M -144,934 -14%
Raymond James Financial
63
Raymond James Financial
Florida
$26M +$295K +9,476 +1%
KWM
64
KRM Wealth Management
Nevada
$25.4M +$876K +28,130 +4%
PA
65
Persium Advisors
Georgia
$25.3M -$516K -16,558 -2%
Wells Fargo
66
Wells Fargo
California
$25M -$1.84M -59,149 -7%
KAS
67
Kestra Advisory Services
Texas
$24.8M +$6.35M +203,910 +34%
MFG
68
Merit Financial Group
Georgia
$24.5M +$66K +2,120 +0.3%
SFG
69
Sage Financial Group
Pennsylvania
$23.6M -$295K -9,467 -1%
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$23M +$1.58M +50,817 +7%
NFW
71
Noble Family Wealth
Florida
$22.1M -$146K -4,677 -0.6%
WA
72
Waverly Advisors
Alabama
$21.9M +$4.15M +133,303 +23%
UWM
73
USAdvisors Wealth Management
Minnesota
$21.8M +$952K +30,565 +4%
OIA
74
OneDigital Investment Advisors
Kansas
$21.2M -$10.8M -345,686 -33%
EFG
75
Ethos Financial Group
Pennsylvania
$21.1M +$345K +11,061 +2%