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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
TWM
951
TopTier Wealth Management
Wisconsin
$1.03K +$1.06K +34 New
KG
952
Kilter Group
New York
$915 -$31 -1 -3%
BFPW
953
BOK Financial Private Wealth
Colorado
$915
CCMW
954
Cypress Capital Management (Wyoming)
Wyoming
$915
AWM
955
Activest Wealth Management
Florida
$885
QWM
956
Quaker Wealth Management
New Jersey
$885
WWM
957
Wolff Wiese Magana
California
$458 -$156 -5 -25%
GGI
958
Godsey & Gibb Inc
Virginia
$458
SIC
959
SJS Investment Consulting
Ohio
$458 +$467 +15 New
IF
960
Integrity Financial
Wyoming
$275
SWA
961
SOA Wealth Advisors
New York
$146
CAN
962
Capital Advisor Network
Indiana
$122 +$125 +4 New
ISFAN
963
Investor's Fiduciary Advisor Network
Washington
-$12.6M -426,852 Closed
SW
964
SteelPeak Wealth
California
-$8.16M -275,642 Closed
JWCA
965
J.W. Cole Advisors
Florida
-$2.23M -165,559 Closed
RGF
966
Retirement Guys Formula
Ohio
-$1.49M -50,469 Closed
SCM
967
SOL Capital Management
Maryland
-$1.39M -46,889 Closed
AWA
968
Argos Wealth Advisors
California
-$884K -29,844 Closed
TGAM
969
TBH Global Asset Management
Tennessee
-$786K -28,793 Closed
MOS
970
MGO One Seven
Ohio
-$703K -23,746 Closed
CIP
971
Capital Insight Partners
Arizona
-$688K -23,228 Closed
BWA
972
Beam Wealth Advisors
Louisiana
-$565K -19,068 Closed
AWM
973
Accurate Wealth Management
Florida
-$461K -15,070 Closed
SAM
974
Silvercrest Asset Management
New York
-$442K -14,927 Closed
TSS
975
Two Sigma Securities
New York
-$367K -12,390 Closed