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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
FGAM
901
Financial Gravity Asset Management
Texas
$25.3K
SA
902
Scarborough Advisors
Maryland
$22.4K +$22.9K +735 New
TWD
903
True Wealth Design
Ohio
$21.4K +$21.9K +702 New
TCM
904
Tradewinds Capital Management
Washington
$20.1K
RFG
905
REAP Financial Group
Texas
$19.5K -$51.7K -1,660 -72%
AFC
906
Ares Financial Consulting
California
$19K +$62 +2 +0.3%
OWP
907
ORG Wealth Partners
Texas
$18K
CWA
908
Carolina Wealth Advisors
South Carolina
$17.7K +$498 +16 +3%
MWC
909
MBM Wealth Consultants
Missouri
$17.6K +$17.9K +576 New
FPB
910
First PREMIER Bank
South Dakota
$16K
MSG
911
Main Street Group
Virginia
$15.2K +$15.5K +499 New
JFG
912
JDM Financial Group
Texas
$14.7K
WSA
913
Wealth Science Advisors
Georgia
$14.1K +$14.9K +477 New
EWM
914
Evolution Wealth Management
Florida
$13.9K
TLFA
915
True Link Financial Advisors
California
$13.9K +$14.2K +456 New
PS
916
Pinney & Scofield
Massachusetts
$13.6K +$62 +2 +0.5%
MCA
917
McGuire Capital Advisors
Oklahoma
$13.3K
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$12.2K +$12.5K +401 New
AF
919
Align Financial
Minnesota
$11.4K -$334K -10,729 -97%
MBFW
920
Morton Brown Family Wealth
Pennsylvania
$10.8K
HPC
921
HM Payson & Co
Maine
$10.5K +$10.8K +346 New
CA
922
Crewe Advisors
Utah
$10.1K +$31 +1 +0.3%
AWM
923
Aberdeen Wealth Management
Illinois
$9.15K
CMA
924
Cedar Mountain Advisors
Oregon
$9.12K
FDW
925
Fourth Dimension Wealth
Ohio
$9.09K -$312 -10 -3%