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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
CSF
126
Capital Squared Financial
Maryland
$9.84M +$521K +16,716 +5%
Mercer Global Advisors
127
Mercer Global Advisors
Colorado
$9.8M -$3.56M -114,174 -26%
FF
128
Friday Financial
Iowa
$9.59M +$128K +4,094 +1%
CPA
129
Cathy Pareto & Associates
Florida
$9.54M +$2.09M +67,177 +27%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$9.48M +$3.36M +107,788 +53%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$9.37M +$9.57M +307,225 New
ISWM
132
Independent Solutions Wealth Management
New York
$9.29M -$262K -8,401 -3%
SWA
133
Sightline Wealth Advisors
Connecticut
$9.02M +$4.81M +154,333 +109%
SDWMA
134
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.87M -$45.3K -1,454 -0.5%
TWM
135
Thrive Wealth Management
Pennsylvania
$8.8M -$95.5K -3,066 -1%
WP
136
WealthShield Partners
North Carolina
$8.76M -$1.69M -54,147 -16%
SWP
137
Sagespring Wealth Partners
Tennessee
$8.68M +$5.01M +160,897 +130%
CKAIS
138
Christensen King & Associates Investment Services
Washington
$8.63M +$374 +12 +0%
BCIM
139
Bishop & Co Investment Management
Pennsylvania
$8.52M -$1.99M -63,829 -19%
BAM
140
Berkshire Asset Management
Pennsylvania
$8.49M +$678K +21,755 +8%
VWA
141
Visionary Wealth Advisors
Illinois
$8.46M -$75.4K -2,421 -0.9%
MBI
142
May Barnhard Investments
Maryland
$8.38M -$276K -8,844 -3%
IAN
143
Integrated Advisors Network
Texas
$8.3M -$2.83M -90,884 -25%
BAMG
144
Brand Asset Management Group
Missouri
$8.29M +$2.25M +72,237 +36%
CMP
145
Courage Miller Partners
Virginia
$8.28M -$20.1K -646 -0.2%
PSCM
146
Per Stirling Capital Management
Texas
$8.19M +$197K +6,318 +2%
EWA
147
Exencial Wealth Advisors
Oklahoma
$8.17M -$295K -9,468 -3%
ACA
148
Ackerman Capital Advisors
Texas
$8.13M +$87K +2,791 +1%
Fidelity Investments
149
Fidelity Investments
Massachusetts
$8.04M +$1.17M +37,466 +17%
PGWA
150
Plus Group Wealth Advisors
Wisconsin
$7.98M +$202K +6,487 +3%