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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
WMN
801
Wealth Management Nebraska
Nebraska
$207K
FA
802
FSA Advisors
Michigan
$206K
SIC
803
Salem Investment Counselors
North Carolina
$206K
SCM
804
Saxony Capital Management
Missouri
$206K
CAG
805
Crestwood Advisors Group
Massachusetts
$206K
PFA
806
Perryman Financial Advisory
Texas
$205K
FVIM
807
Fort Vancouver Investment Management
Washington
$205K
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$203K
Legacy Financial Group (Iowa)
809
Legacy Financial Group (Iowa)
Iowa
$202K
BAM
810
Belpointe Asset Management
Nevada
$201K
APFP
811
Action Point Financial Planning
Michigan
$201K
PA
812
PFG Advisors
Arizona
$201K
OFA
813
Orographic Financial Advisors
Colorado
$200K
MTIC
814
Missouri Trust & Investment Company
Missouri
$197K
CCM
815
Chilton Capital Management
Texas
$195K
WPA
816
Wealth Preservation Advisors
Tennessee
$194K
LB
817
Legacy Bridge
Iowa
$193K
BA
818
Blueline Advisors
New Hampshire
$193K
WPA
819
West Paces Advisors
Georgia
$192K
VNA
820
Valley National Advisers
Pennsylvania
$187K
MWA
821
Medallion Wealth Advisors
Connecticut
$169K
SIS
822
Strategic Investment Solutions
Illinois
$168K
HHGA
823
Halbert Hargrove Global Advisors
California
$162K
AIA
824
Arcadia Investment Advisors
Idaho
$161K
HFS
825
Hantz Financial Services
Michigan
$155K