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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
CNBTD
851
Citizens National Bank Trust Department
Mississippi
$90.4K
PIP
852
Peachtree Investment Partners
Florida
$88.4K +$78K +2,502 +629%
FFA
853
Founders Financial Alliance
North Carolina
$87.7K +$89.6K +2,876 New
GFA
854
Godfrey Financial Associates
New York
$81.9K
EPAM
855
Evelyn Partners Asset Management
$81.3K
Bessemer Group
856
Bessemer Group
New Jersey
$78K +$79.4K +2,549 New
SC
857
SouthState Corp
Florida
$77.5K -$1.9K -61 -2%
SA
858
SRH Advisors
Kansas
$75.8K -$51.6K -1,656 -40%
IA
859
IFG Advisory
Georgia
$69.4K +$70.9K +2,276 New
NA
860
Networth Advisors
Pennsylvania
$68.7K +$70.2K +2,253 New
HFS
861
Horizon Financial Services
North Carolina
$68.4K
CT
862
Caldwell Trust
Florida
$68.2K
SRCM
863
Signature Resources Capital Management
California
$67.9K
HDIM
864
Hanson & Doremus Investment Management
Vermont
$66K
TFGT
865
TS Financial Group (TSFG)
Illinois
$64K
SWM
866
Spire Wealth Management
Virginia
$63.9K -$374 -12 -0.6%
JFA
867
JNBA Financial Advisors
Minnesota
$63K
BH
868
Burk Holdings
Oklahoma
$61.2K +$62.5K +2,007 New
AP
869
Advisortrust Partners
North Carolina
$58K +$59.3K +1,903 New
AA
870
Ancora Advisors
Ohio
$57.9K
PK
871
Pflug Koory
Nebraska
$53.4K
IWS
872
Intentional Wealth Strategies
Colorado
$52.7K +$53.8K +1,728 New
VWM
873
Vermillion Wealth Management
Minnesota
$49.5K -$12.4K -398 -20%
KFI
874
Key Financial Inc
Pennsylvania
$49.4K
MIM
875
MTM Investment Management
South Carolina
$49.4K -$14.5K -466 -22%