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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
AWA
876
Acumen Wealth Advisors
Tennessee
$48.5K
SWA
877
Strategic Wealth Advisors
Arizona
$46K +$23.2K +746 +96%
BCM
878
Blume Capital Management
California
$45.8K
WCM
879
Winthrop Capital Management
Indiana
$43K +$24.9K +800 +131%
MSFP
880
Mark Sheptoff Financial Planning
Connecticut
$41.5K
FCT
881
Family Capital Trust
Massachusetts
$39.1K -$561 -18 -1%
WETS
882
Wealth Enhancement Trust Services
South Dakota
$38.5K
T
883
Tidemark
California
$36.6K
ME
884
McIlrath & Eck
Washington
$36.5K
FCT
885
First Community Trust
Iowa
$36.2K
CFO
886
CVA Family Office
Colorado
$34K -$9.35K -300 -21%
RDFA
887
Ritter Daniher Financial Advisory
Ohio
$33.3K -$1.12K -36 -3%
VCM
888
Versant Capital Management
Arizona
$33.2K
PFM
889
Phillips Financial Management
Indiana
$32.5K -$30.3K -973 -48%
GSEP
890
Golden State Equity Partners
California
$32K +$32.7K +1,048 New
DI
891
DAGCO Inc
Ohio
$31.8K
HCM
892
Hollencrest Capital Management
California
$30.4K
SGFG
893
Silver Grove Financial Group
New York
$29.3K +$29.9K +959 New
JHCP
894
Jackson Hole Capital Partners
Oklahoma
$27.4K -$8.41K -270 -23%
DIP
895
DT Investment Partners
Pennsylvania
$27.3K
JWM
896
JPL Wealth Management
Colorado
$27K +$27.6K +885 New
DPW
897
DiNuzzo Private Wealth
Pennsylvania
$26.7K
AWM
898
Abound Wealth Management
Tennessee
$26.4K
3FI
899
3 Factor Indexing
California
$26.3K +$26.8K +861 New
HWM
900
Horizons Wealth Management
North Carolina
$25.6K