We are live on ! Find out more
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
KNFPWM
76
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21M +$219K +7,014 +1%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M -$506K -16,250 -2%
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$20.3M +$463K +14,858 +2%
PCIA
79
Prime Capital Investment Advisors
Kansas
$20.1M -$1.53M -48,996 -7%
MWP
80
Meriwether Wealth & Planning
Louisiana
$20M -$3.36M -107,742 -14%
CL
81
Choreo LLC
Illinois
$19.9M +$17.1M +550,345 +532%
LC
82
LCNB Corp
Ohio
$19.9M +$10.2K +328 +0.1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.7M -$798K -25,611 -4%
CWA
84
Cornerstone Wealth Advisors
Minnesota
$19.6M +$443K +14,231 +2%
SFA
85
Seneca Financial Advisors
New York
$19.5M -$444K -14,248 -2%
FFN
86
Focus Financial Network
Minnesota
$19.4M -$2.43M -77,839 -11%
PWM
87
Perigon Wealth Management
California
$19.2M +$478K +15,330 +2%
CIA
88
Cape Investment Advisory
Georgia
$18.4M +$120K +3,839 +0.6%
GC
89
Garde Capital
Washington
$18M -$387K -12,422 -2%
SF
90
Seek First
California
$17.7M +$1.22M +39,297 +7%
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$17.6M +$748K +24,020 +4%
FFA
92
Farther Finance Advisors
California
$17.4M +$1.89M +60,733 +12%
JC
93
JBGlobal.com
New York
$17.2M +$17.6M +563,413 New
DP
94
Denver PWM
Colorado
$17M -$4.36M -139,991 -21%
MA
95
Mutual Advisors
Nebraska
$17M -$1.32M -42,447 -7%
NFG
96
Northeast Financial Group
Pennsylvania
$16.8M -$1.77M -56,763 -9%
PCM
97
Payne Capital Management
New York
$16.6M +$437K +14,029 +3%
YP
98
YANKCOM Partnership
South Dakota
$16.4M +$2.05M +65,718 +14%
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$15.6M -$8.12M -260,735 -34%
SS
100
Sunbelt Securities
Texas
$15.6M +$3.18M +102,225 +25%