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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
11.84%
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
AIM
751
Advyzon Investment Management
Illinois
$242K +$62 +2 +0%
CAMG
752
CWA Asset Management Group
Florida
$242K
GSC
753
G&S Capital
Colorado
$241K +$467 +15 +0.2%
AIM
754
Anchor Investment Management
South Carolina
$240K -$5.92K -190 -2%
CAM
755
Clark Asset Management
New Hampshire
$240K
LWL
756
Leo Wealth LLC
Texas
$239K -$26.3K -843 -10%
PFBT
757
Parkside Financial Bank & Trust
Missouri
$239K
LSL
758
Legacy Solutions LLC
Pennsylvania
$238K -$4.83K -155 -2%
GAA
759
Guardian Asset Advisors
Pennsylvania
$237K -$63.1K -2,025 -21%
MFIM
760
Mesirow Financial Investment Management
Illinois
$237K
GBWM
761
Granite Bay Wealth Management
New Hampshire
$237K +$1.12K +36 +0.5%
AC
762
AlphaCore Capital
California
$235K -$12.3K -396 -5%
PPWM
763
Perissos Private Wealth Management
Oklahoma
$234K +$717 +23 +0.3%
CA
764
CoreCap Advisors
Michigan
$234K -$19K -609 -7%
SFS
765
Sunrise Financial Services
Washington
$233K +$19.1K +612 +9%
TIM
766
Total Investment Management
Arizona
$233K
LC
767
Landaas & Company
Wisconsin
$232K
WHCFA
768
William Howard & Co Financial Advisors
Tennessee
$232K -$11K -354 -4%
STFP
769
Signal Tree Financial Partners
Ohio
$232K
WS
770
Wedbush Securities
California
$231K
CA
771
Claro Advisors
Massachusetts
$230K +$235K +7,528 New
TP
772
TritonPoint Partners
Maryland
$229K +$234K +7,518 New
HAS
773
HBW Advisory Services
California
$228K +$233K +7,470 New
TWA
774
TCI Wealth Advisors
Arizona
$227K
SFG
775
Synergy Financial Group
California
$226K