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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
MWA
101
Martel Wealth Advisors
Washington
$14.7M -$498K -15,972 -3%
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$14.6M -$201K -6,437 -1%
SAMC
103
Spectrum Asset Management (California)
California
$14.5M +$2.06M +66,195 +16%
SWM
104
Steelhead Wealth Management
Virginia
$14.3M +$14.6M +468,687 New
RF
105
rebel Financial
Ohio
$13.6M -$668K -21,449 -5%
GB
106
Goepper Burkhardt
South Carolina
$12.9M -$114K -3,660 -0.9%
GSIS
107
Global Strategic Investment Solutions
Arizona
$12.8M -$3.34M -107,214 -20%
BWL
108
Bogart Wealth LLC
Virginia
$12.5M -$559K -17,932 -4%
FSA
109
Financial Services Advisory
Maryland
$12.3M +$12.6M +404,692 New
AF
110
Allworth Financial
California
$12.1M -$378K -12,130 -3%
RWP
111
RWA Wealth Partners
Massachusetts
$12M +$172K +5,514 +1%
PWM
112
Peak Wealth Management
New Hampshire
$11.9M -$1.15M -36,991 -9%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$11.9M +$102K +3,267 +0.8%
AWM
114
Avior Wealth Management
Nebraska
$11.8M +$11.6M +372,356 +2,569%
DPI
115
Diversified Portfolios Inc
Michigan
$11.8M +$945K +30,337 +9%
GCP
116
Gill Capital Partners
Colorado
$11.8M -$4.8K -154 -0%
JJBC
117
James J. Burns & Company
New York
$11.5M -$338K -10,858 -3%
EWM
118
Empirical Wealth Management
Washington
$11.4M -$316K -10,131 -3%
HSA
119
HBK Sorce Advisory
Pennsylvania
$11M +$1.5M +48,261 +17%
OWM
120
Opes Wealth Management
California
$10.5M -$58.2K -1,867 -0.5%
FA
121
Fiduciary Alliance
South Carolina
$10.4M -$183K -5,865 -2%
CH
122
CDKV Holdings
Colorado
$10.2M +$340K +10,911 +3%
MMHP
123
Murphy Middleton Hinkle & Parker
Georgia
$9.98M +$10.2M +327,265 New
HG
124
Harbor Group
New Hampshire
$9.97M -$162K -5,201 -2%
WPIC
125
White Pine Investment Company
Michigan
$9.94M -$79.8K -2,561 -0.8%