We are live on ! Find out more
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
MIA
826
MeadowBrook Investment Advisors
Michigan
$150K
CAM
827
Costello Asset Management
Pennsylvania
$145K
LWM
828
Lodestone Wealth Management
Washington
$145K
GWANC
829
Guardian Wealth Advisors (North Carolina)
North Carolina
$143K
AAP
830
Arax Advisory Partners
Colorado
$143K
PTC
831
Private Trust Company
Ohio
$141K
ATPW
832
Ashton Thomas Private Wealth
Arizona
$139K
KSB
833
Kennebec Savings Bank
Maine
$138K
TCM
834
TD Capital Management
Tennessee
$136K
AG
835
AmeriFlex Group
Nevada
$131K
NEWAS
836
N.E.W. Advisory Services
Wisconsin
$128K
GG
837
Gleason Group
Kentucky
$127K
PB
838
Pinnacle Bancorp
Nebraska
$121K
LBC
839
Lowe Brockenbrough & Co
Virginia
$120K
RF
840
Robbins Farley
New Hampshire
$117K
OA
841
Operose Advisors
Wisconsin
$113K
RFP
842
Root Financial Partners
California
$112K
KFP
843
Kerr Financial Planning
California
$108K
NG
844
NWK Group
California
$107K
HR
845
Howe & Rusling
New York
$107K
FDCDDQ
846
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K
CBT
847
Crews Bank & Trust
Florida
$97.2K
EK
848
Evensky & Katz
Florida
$94K
KA
849
Kozak & Associates
Colorado
$92.1K
MHR
850
Matthew Hamilton Rosenberg
$91.5K