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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
GS
976
GTS Securities
New York
-$323K -10,899 Closed
FFS
977
Founders Financial Securities
Maryland
-$322K -10,887 Closed
CA
978
CWC Advisors
Oregon
-$312K -10,543 Closed
TA
979
TFB Advisors
Kansas
-$298K -10,060 Closed
SIA
980
Spectrum Investment Advisors
Wisconsin
-$280K -9,460 Closed
Northern Trust
981
Northern Trust
Illinois
-$255K -8,603 Closed
PAS
982
Parsonex Advisory Services
Colorado
-$249K -8,397 Closed
SAM
983
Synergy Asset Management
Washington
-$245K -8,261 Closed
BPWM
984
Badgley Phelps Wealth Managers
Washington
-$228K -7,707 Closed
TIAA Trust, National Association
985
TIAA Trust, National Association
North Carolina
-$222K -7,496 Closed
FCM
986
Firestone Capital Management
Florida
-$218K -7,354 Closed
TFA
987
Teamwork Financial Advisors
Texas
-$213K -7,184 Closed
CWM
988
Collaborative Wealth Management
Florida
-$210K -7,091 Closed
OCPWS
989
One Charles Private Wealth Services
Massachusetts
-$208K -7,020 Closed
KeyBank National Association
990
KeyBank National Association
Ohio
-$208K -7,016 Closed
CGFA
991
Colton Groome Financial Advisors
North Carolina
-$202K -6,836 Closed
KWM
992
KW Wealth Management
California
-$202K -6,819 Closed
KBFS
993
Kohmann Bosshard Financial Services
Ohio
-$158K -5,347 Closed
CFB
994
Cullen/Frost Bankers
Texas
-$104K -3,526 Closed
UFPG
995
United Financial Planning Group
New York
-$62.4K -2,107 Closed
IIM
996
IFC & Insurance Marketing
California
-$38K -1,299 Closed
TPBG
997
Turning Point Benefit Group
Maryland
-$27.2K -918 Closed
LWANC
998
Laurel Wealth Advisors (North Carolina)
North Carolina
-$27.1K -915 Closed
EA
999
Evolution Advisers
Virginia
-$12K -420 Closed
AP
1000
Atwood & Palmer
Missouri
-$8K -270 Closed