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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
11.85%
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
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
826
MeadowBrook Investment Advisors
Michigan
$150K -$3.12K -100 -2%
CAM
827
Costello Asset Management
Pennsylvania
$145K +$405 +13 +0.3%
LWM
828
Lodestone Wealth Management
Washington
$145K +$218 +7 +0.1%
GWANC
829
Guardian Wealth Advisors (North Carolina)
North Carolina
$143K +$146K +4,699 New
AAP
830
Arax Advisory Partners
Colorado
$143K +$91.3K +2,929 +166%
PTC
831
Private Trust Company
Ohio
$141K +$779 +25 +0.5%
ATPW
832
Ashton Thomas Private Wealth
Arizona
$139K +$142K +4,571 New
KSB
833
Kennebec Savings Bank
Maine
$138K -$106K -3,388 -43%
TCM
834
TD Capital Management
Tennessee
$136K +$654 +21 +0.5%
AG
835
AmeriFlex Group
Nevada
$131K +$374 +12 +0.3%
NEWAS
836
N.E.W. Advisory Services
Wisconsin
$128K +$93.5K +3,000 +254%
GG
837
Gleason Group
Kentucky
$127K +$130K +4,176 New
PB
838
Pinnacle Bancorp
Nebraska
$121K -$10.2K -328 -8%
LBC
839
Lowe Brockenbrough & Co
Virginia
$120K
RF
840
Robbins Farley
New Hampshire
$117K -$93 -3 -0.1%
OA
841
Operose Advisors
Wisconsin
$113K +$90.8K +2,915 +369%
RFP
842
Root Financial Partners
California
$112K +$12.1K +389 +12%
KFP
843
Kerr Financial Planning
California
$108K -$104K -3,325 -50%
NG
844
NWK Group
California
$107K +$65.7K +2,108 +149%
HR
845
Howe & Rusling
New York
$107K +$1.56K +50 +1%
FDCDDQ
846
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K +$105K +3,370 New
CBT
847
Crews Bank & Trust
Florida
$97.2K
EK
848
Evensky & Katz
Florida
$94K +$249 +8 +0.3%
KA
849
Kozak & Associates
Colorado
$92.1K +$436 +14 +0.5%
MHR
850
Matthew Hamilton Rosenberg
$91.5K