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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$72.8M
3 -$34.6M
4
SEI Investments
SEI Investments
Pennsylvania
-$31.6M
5
CI
CX Institutional
Indiana
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$7.84M
GIA
152
Gladstone Institutional Advisory
Florida
$7.83M
WAM
153
Weinberger Asset Management
California
$7.63M
LWM
154
Lighthouse Wealth Management
Ohio
$7.63M
CAM
155
Cresset Asset Management
Illinois
$7.62M
SF
156
Sun Financial
Utah
$7.52M
AFP
157
Arnold Financial Planning
Iowa
$7.3M
BF
158
Baring Financial
Washington
$7.18M
Pathstone Holdings
159
Pathstone Holdings
New Jersey
$7.15M
LTL
160
Lowery Thomas LLC
California
$6.98M
SAI
161
Savvy Advisors Inc
New York
$6.96M
US Bancorp
162
US Bancorp
Minnesota
$6.91M
CWM
163
Cadence Wealth Management
Massachusetts
$6.87M
PIA
164
Panoramic Investment Advisors
Colorado
$6.84M
C
165
Certuity
Florida
$6.76M
BCM
166
Brookstone Capital Management
Illinois
$6.73M
PMG
167
ProVise Management Group
Florida
$6.68M
QCM
168
Quantinno Capital Management
New York
$6.6M
CAG
169
Curtis Advisory Group
California
$6.56M
IFS
170
Ifrah Financial Services
Arkansas
$6.54M
PFWA
171
Paces Ferry Wealth Advisors
Georgia
$6.43M
GWS
172
Glassman Wealth Services
Virginia
$6.34M
AC
173
Avant Capital
Louisiana
$6.31M
BWA
174
BlueSky Wealth Advisors
North Carolina
$6.29M
EWA
175
EP Wealth Advisors
California
$6.24M