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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
SNBOSD
726
Security National Bank of So Dak
Iowa
$265K
HCM
727
Hengehold Capital Management
Ohio
$263K
BIA
728
Bell Investment Advisors
California
$263K
TWM
729
TCFG Wealth Management
California
$259K
TIA
730
TCFG Investment Advisors
California
$259K
MC
731
Matisse Capital
Oregon
$259K
OAM
732
Oppenheimer Asset Management
New York
$259K
MA
733
MONECO Advisors
Connecticut
$257K
MAS
734
Madden Advisory Services
Florida
$256K
FWM
735
Focused Wealth Management
New York
$256K
HAP
736
Harbor Asset Planning
Massachusetts
$253K
LFS
737
Lutz Financial Services
Nebraska
$252K
BLFG
738
Brian Low Financial Group
Louisiana
$251K
PWM
739
Penobscot Wealth Management
Maine
$251K
HWA
740
Hillcrest Wealth Advisors
New Jersey
$250K
EL
741
Essex LLC
Illinois
$249K
CFO
742
Collective Family Office
Pennsylvania
$249K
CIC
743
Carnegie Investment Counsel
Ohio
$248K
SFC
744
Strategic Financial Concepts
Texas
$248K
AWM
745
Aprio Wealth Management
Georgia
$247K
AG
746
Advocate Group
Minnesota
$247K
HIF
747
Hill Island Financial
Michigan
$247K
M
748
MOTCO
Texas
$247K
GI
749
GS Investments
Minnesota
$246K
CFP
750
Comprehensive Financial Planning
Pennsylvania
$244K