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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
VFS
176
Valpey Financial Services
New Hampshire
$6.19M
GPFA
177
Game Plan Financial Advisors
Ohio
$6.11M
SF
178
Summit Financial
New Jersey
$6.08M
NHT
179
New Hampshire Trust
New Hampshire
$6.02M
CM
180
Columbus Macro
Pennsylvania
$6M
WRPWM
181
Werba Rubin Papier Wealth Management
California
$5.97M
PFA
182
Petra Financial Advisors
Colorado
$5.87M
CAWM
183
Capital Advisors Wealth Management
Washington
$5.85M
SWM
184
SpringVest Wealth Management
Texas
$5.84M
WIA
185
Westbourne Investment Advisors
Maryland
$5.77M
Goldman Sachs
186
Goldman Sachs
New York
$5.75M
Principal Financial Group
187
Principal Financial Group
Iowa
$5.67M
CFA
188
Cahill Financial Advisors
Minnesota
$5.59M
LFP
189
Leeward Financial Partners
Washington
$5.42M
RI
190
Rinkey Investments
California
$5.36M
FFA
191
Florida Financial Advisors
Florida
$5.32M
MWM
192
Meridian Wealth Management
Kentucky
$5.28M
GFWA
193
Grey Fox Wealth Advisors
Delaware
$5.25M
SKK
194
Shepherd Kaplan Krochuk
Massachusetts
$5.18M
AWM
195
Apex Wealth Management
New Hampshire
$5M
OFS
196
OneAscent Financial Services
Alabama
$4.99M
BWM
197
Brown Wealth Management
Illinois
$4.95M
Stifel Financial
198
Stifel Financial
Missouri
$4.93M
DWM
199
Dakota Wealth Management
Florida
$4.91M
CCG
200
Coastwise Capital Group
California
$4.9M