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SCHV
Schwab US Large-Cap Value ETF
SCHV
SCHV
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: 78 → 84 (+6)
4% more funds holding
Funds holding: 929 → 962 (+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
–
Top Buyers
Top Sellers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$79.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$72.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$34.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$31.6M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$24.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
1001
Quent Capital
New York
| – | -$4.53K | -153 | Closed |
|
|
GAMC
1002
Garner Asset Management Corp
Plano,
Texas
| – | -$4.29K | -145 | Closed |
|
|
MA
1003
Modus Advisors
Excelsior,
Minnesota
| – | -$2.75K | -93 | Closed |
|
1004
Simplex Trading
Chicago,
Illinois
| – | -$2.58K | -87 | Closed |
|
|
CMP
1005
Coston McIsaac & Partners
Bar Harbor,
Maine
| – | -$1K | -60 | Closed |
|
|
SAS
1006
Spurstone Advisory Services
Higganum,
Connecticut
| – | -$89 | -3 | Closed |
|