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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
IWC
151
Integrated Wealth Concepts
Massachusetts
$7.84M +$1.89M +60,620 +31%
GIA
152
Gladstone Institutional Advisory
Florida
$7.83M +$89.7K +2,878 +1%
WAM
153
Weinberger Asset Management
California
$7.63M -$805K -25,845 -9%
LWM
154
Lighthouse Wealth Management
Ohio
$7.63M +$1.56M +49,982 +25%
CAM
155
Cresset Asset Management
Illinois
$7.62M +$866K +27,795 +13%
SF
156
Sun Financial
Utah
$7.52M +$249K +8,006 +4%
AFP
157
Arnold Financial Planning
Iowa
$7.3M +$991K +31,794 +15%
BF
158
Baring Financial
Washington
$7.18M +$108K +3,466 +1%
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$7.15M +$268K +8,616 +4%
LTL
160
Lowery Thomas LLC
California
$6.98M +$214K +6,883 +3%
SAI
161
Savvy Advisors Inc
New York
$6.96M -$517K -16,585 -7%
US Bancorp
162
US Bancorp
Minnesota
$6.91M -$107K -3,426 -1%
CWM
163
Cadence Wealth Management
Massachusetts
$6.87M +$134K +4,304 +2%
PIA
164
Panoramic Investment Advisors
Colorado
$6.84M +$136K +4,358 +2%
C
165
Certuity
Florida
$6.76M +$3.16M +101,536 +85%
BCM
166
Brookstone Capital Management
Illinois
$6.73M -$946K -30,369 -12%
PMG
167
ProVise Management Group
Florida
$6.68M -$65.7K -2,109 -1%
QCM
168
Quantinno Capital Management
New York
$6.6M +$2.74M +88,006 +69%
CAG
169
Curtis Advisory Group
California
$6.56M -$69.2K -2,221 -1%
IFS
170
Ifrah Financial Services
Arkansas
$6.54M -$66.3K -2,128 -1%
PFWA
171
Paces Ferry Wealth Advisors
Georgia
$6.43M -$93.6K -3,005 -1%
GWS
172
Glassman Wealth Services
Virginia
$6.34M +$77.8K +2,496 +1%
AC
173
Avant Capital
Louisiana
$6.31M -$43.7K -1,404 -0.7%
BWA
174
BlueSky Wealth Advisors
North Carolina
$6.29M +$6.43M +206,324 New
EWA
175
EP Wealth Advisors
California
$6.24M +$572K +18,347 +10%