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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

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