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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
AIM
751
Advyzon Investment Management
Illinois
$242K
CAMG
752
CWA Asset Management Group
Florida
$242K
GSC
753
G&S Capital
Colorado
$241K
AIM
754
Anchor Investment Management
South Carolina
$240K
CAM
755
Clark Asset Management
New Hampshire
$240K
LWL
756
Leo Wealth LLC
Texas
$239K
PFBT
757
Parkside Financial Bank & Trust
Missouri
$239K
LSL
758
Legacy Solutions LLC
Pennsylvania
$238K
GAA
759
Guardian Asset Advisors
Pennsylvania
$237K
MFIM
760
Mesirow Financial Investment Management
Illinois
$237K
GBWM
761
Granite Bay Wealth Management
New Hampshire
$237K
AC
762
AlphaCore Capital
California
$235K
PPWM
763
Perissos Private Wealth Management
Oklahoma
$234K
CA
764
CoreCap Advisors
Michigan
$234K
SFS
765
Sunrise Financial Services
Washington
$233K
TIM
766
Total Investment Management
Arizona
$233K
LC
767
Landaas & Company
Wisconsin
$232K
WHCFA
768
William Howard & Co Financial Advisors
Tennessee
$232K
STFP
769
Signal Tree Financial Partners
Ohio
$232K
WS
770
Wedbush Securities
California
$231K
CA
771
Claro Advisors
Massachusetts
$230K
TP
772
TritonPoint Partners
Maryland
$229K
HAS
773
HBW Advisory Services
California
$228K
TWA
774
TCI Wealth Advisors
Arizona
$227K
SFG
775
Synergy Financial Group
California
$226K