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SCHV

Schwab US Large-Cap Value ETF
SCHV

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: 78 → 84 (+6)

4% more funds holding

Funds holding: 929 → 962 (+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
–

Top Buyers

1
BPA
Beacon Pointe Advisors
California
+$84.6M
2
FMP
Financial Management Professionals
Texas
+$53.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.2M
4
NB
Nicolet Bankshares
Wisconsin
+$37.2M
5
TAP
TSG Advice Partners
Ohio
+$31.5M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$79.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$72.8M
3
Creative Planning
Creative Planning
Kansas
-$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
WMN
801
Wealth Management Nebraska
Nebraska
$207K – – –
FA
802
FSA Advisors
Michigan
$206K +$211K +6,767 New
SIC
803
Salem Investment Counselors
North Carolina
$206K – – –
SCM
804
Saxony Capital Management
Missouri
$206K +$210K +6,739 New
CAG
805
Crestwood Advisors Group
Massachusetts
$206K +$210K +6,738 New
PFA
806
Perryman Financial Advisory
Texas
$205K +$210K +6,727 New
FVIM
807
Fort Vancouver Investment Management
Washington
$205K – – –
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$203K -$667K -21,411 -76%
Legacy Financial Group (Iowa)
809
Legacy Financial Group (Iowa)
Iowa
$202K +$935 +30 +0.5%
BAM
810
Belpointe Asset Management
Nevada
$201K +$206K +6,606 New
APFP
811
Action Point Financial Planning
Michigan
$201K +$206K +6,604 New
PA
812
PFG Advisors
Arizona
$201K -$118K -3,790 -37%
OFA
813
Orographic Financial Advisors
Colorado
$200K +$205K +6,584 New
MTIC
814
Missouri Trust & Investment Company
Missouri
$197K +$56.3K +1,807 +39%
CCM
815
Chilton Capital Management
Texas
$195K – – –
WPA
816
Wealth Preservation Advisors
Tennessee
$194K -$298K -9,563 -60%
LB
817
Legacy Bridge
Iowa
$193K – – –
BA
818
Blueline Advisors
New Hampshire
$193K -$2.87K -92 -1%
WPA
819
West Paces Advisors
Georgia
$192K – – –
VNA
820
Valley National Advisers
Pennsylvania
$187K -$2.27K -73 -1%
MWA
821
Medallion Wealth Advisors
Connecticut
$169K +$405 +13 +0.2%
SIS
822
Strategic Investment Solutions
Illinois
$168K +$156 +5 +0.1%
HHGA
823
Halbert Hargrove Global Advisors
California
$162K – – –
AIA
824
Arcadia Investment Advisors
Idaho
$161K – – –
HFS
825
Hantz Financial Services
Michigan
$155K +$7.07K +227 +5%
31 32
33
34 35