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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
WI
776
Wedgewood Investors
Pennsylvania
$225K
JIC
777
Joel Isaacson & Co
New York
$225K -$61.6K -1,977 -21%
PPC
778
Pennington Partners & Co
Maryland
$224K +$229K +7,338 New
KMWM
779
Keudell/Morrison Wealth Management
Oregon
$223K +$227K +7,300 New
PWPS
780
Pinnacle Wealth Planning Services
Ohio
$222K +$86.2K +2,766 +61%
GI
781
GAMMA Investing
California
$220K
RMP
782
Richards, Merrill & Peterson
Washington
$219K
PWM
783
Praetorian Wealth Management
California
$218K -$26.2K -842 -11%
GWMR
784
GC Wealth Management RIA
Massachusetts
$217K -$48.3K -1,550 -18%
EPI
785
Eddie Patel Inc
Illinois
$217K +$222K +7,121 New
CWAI
786
Core Wealth Advisors (Indiana)
Indiana
$216K
CB
787
Commerce Bank
Missouri
$216K
LEFP
788
Leading Edge Financial Planning
Tennessee
$215K
Empower Advisory Group
789
Empower Advisory Group
Colorado
$215K +$219K +7,038 New
AP
790
Appleton Partners
Massachusetts
$214K
FSBI
791
Fearless Solutions (Best Invest)
Texas
$214K -$1.37K -44 -0.6%
FFA
792
First Foundation Advisors
California
$211K
CPA
793
Capital Performance Advisors
California
$211K -$16.9K -541 -7%
SWA
794
Serenus Wealth Advisors
California
$210K
HC
795
Hamilton Capital
Ohio
$210K
GA
796
GoalVest Advisory
New York
$210K
FFWA
797
FRG Family Wealth Advisors
Washington
$209K
CL
798
CVFG LLC
Indiana
$209K
VA
799
VestGen Advisors
Illinois
$209K +$198K +6,369 New
TCIIS
800
TIAA-CREF Individual & Institutional Services
New York
$209K +$213K +6,847 New