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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
AUB
926
Atlantic Union Bankshares
Virginia
$8.85K
PPC
927
Park Place Capital
Alabama
$8.6K
LI
928
LRI Investments
Florida
$7.96K
WAG
929
Wilkerson Advisory Group
Missouri
$7.72K
TBFA
930
Three Bearings Fiduciary Advisors
New Hampshire
$7.53K
National Bank of Canada
931
National Bank of Canada
Quebec, Canada
$7.53K
HIA
932
Harbor Investment Advisory
Maryland
$6.86K
LWMI
933
Legacy Wealth Management (Idaho)
Idaho
$6.28K
SFG
934
Strive Financial Group
Indiana
$6K
GJIA
935
Glass Jacobson Investment Advisors
Maryland
$5.76K
TWIM
936
TIAA Wealth Investment Management
New York
$5.2K
CTWM
937
Cherry Tree Wealth Management
Minnesota
$4.67K
BAM
938
Bellevue Asset Management
Washington
$4.67K
QAM
939
Q3 Asset Management
Michigan
$3.79K
YAL
940
Your Advocates Ltd
Texas
$3.75K
NL
941
NorthAvenue LLC
Ohio
$3.72K
DWP
942
Destiny Wealth Partners
Florida
$3.66K
AGWCA
943
Annis Gardner Whiting Capital Advisors
Florida
$3.05K
AIA
944
Armor Investment Advisors
North Carolina
$3.02K
SIS
945
Sound Income Strategies
Florida
$2.34K
TPWA
946
Twin Peaks Wealth Advisors
California
$1.98K
IW
947
Imprint Wealth
South Carolina
$1.74K
MWPCG
948
Measured Wealth Private Client Group
New Hampshire
$1.68K
TPCW
949
TD Private Client Wealth
New York
$1.43K
CFG
950
Clayton Financial Group
Missouri
$1.09K