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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
VFS
176
Valpey Financial Services
New Hampshire
$6.19M -$259K -8,316 -4%
GPFA
177
Game Plan Financial Advisors
Ohio
$6.11M -$1.72M -55,151 -22%
SF
178
Summit Financial
New Jersey
$6.08M -$62.9K -2,019 -1%
NHT
179
New Hampshire Trust
New Hampshire
$6.02M +$1.04M +33,460 +20%
CM
180
Columbus Macro
Pennsylvania
$6M -$156K -5,014 -2%
WRPWM
181
Werba Rubin Papier Wealth Management
California
$5.97M +$189K +6,075 +3%
PFA
182
Petra Financial Advisors
Colorado
$5.87M -$250K -8,011 -4%
CAWM
183
Capital Advisors Wealth Management
Washington
$5.85M +$285K +9,144 +5%
SWM
184
SpringVest Wealth Management
Texas
$5.84M -$8.79K -282 -0.1%
WIA
185
Westbourne Investment Advisors
Maryland
$5.77M +$208K +6,682 +4%
Goldman Sachs
186
Goldman Sachs
New York
$5.75M +$4.58M +147,071 +354%
Principal Financial Group
187
Principal Financial Group
Iowa
$5.67M +$5.79M +185,789 New
CFA
188
Cahill Financial Advisors
Minnesota
$5.59M -$181K -5,810 -3%
LFP
189
Leeward Financial Partners
Washington
$5.42M -$343 -11 -0%
RI
190
Rinkey Investments
California
$5.36M
FFA
191
Florida Financial Advisors
Florida
$5.32M -$499K -16,005 -8%
MWM
192
Meridian Wealth Management
Kentucky
$5.28M +$46.9K +1,505 +0.9%
GFWA
193
Grey Fox Wealth Advisors
Delaware
$5.25M -$10.3K -332 -0.2%
SKK
194
Shepherd Kaplan Krochuk
Massachusetts
$5.18M -$127K -4,087 -2%
AWM
195
Apex Wealth Management
New Hampshire
$5M -$93.5K -3,002 -2%
OFS
196
OneAscent Financial Services
Alabama
$4.99M +$608K +19,531 +14%
BWM
197
Brown Wealth Management
Illinois
$4.95M +$23K +738 +0.5%
Stifel Financial
198
Stifel Financial
Missouri
$4.93M +$1.01M +32,301 +25%
DWM
199
Dakota Wealth Management
Florida
$4.91M +$23.8K +763 +0.5%
CCG
200
Coastwise Capital Group
California
$4.9M +$79.7K +2,557 +2%