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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
WF
201
Warner Financial
Maryland
$4.85M +$280K +8,981 +6%
LAM
202
L2 Asset Management
Massachusetts
$4.75M +$3.53M +113,147 +265%
EFG
203
Embree Financial Group
Illinois
$4.74M -$161K -5,168 -3%
OCM
204
One Capital Management
California
$4.72M -$66K -2,120 -1%
PFA
205
Pinnacle Family Advisors
Missouri
$4.68M +$2.29M +73,516 +92%
SFA
206
Sequoia Financial Advisors
Ohio
$4.67M -$134K -4,300 -3%
AQR Capital Management
207
AQR Capital Management
Connecticut
$4.64M +$1.54M +49,271 +48%
RIA
208
Retirement Investment Advisors
Oklahoma
$4.62M
NA
209
NewEdge Advisors
Louisiana
$4.6M +$11.9K +382 +0.3%
GBFP
210
Golden Bell Financial Planning
Georgia
$4.55M -$103K -3,299 -2%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$4.53M -$497K -15,968 -10%
KAS
212
KPP Advisory Services
Kentucky
$4.49M +$46K +1,475 +1%
SWP
213
Stratos Wealth Partners
Ohio
$4.46M -$694K -22,284 -13%
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$4.45M -$339K -10,881 -7%
SWM
215
SeaCrest Wealth Management
New York
$4.4M -$516K -16,567 -10%
IAA
216
Independent Advisor Alliance
North Carolina
$4.39M +$4.17M +133,959 +1,327%
CWMS
217
CFG Wealth Management Services
Indiana
$4.37M -$17.9K -573 -0.4%
DP
218
DDD Partners
Washington
$4.36M +$38.8K +1,244 +0.9%
Citadel Advisors
219
Citadel Advisors
Florida
$4.31M +$3.98M +127,688 +938%
ACA
220
Affinity Capital Advisors
California
$4.27M -$92.3K -2,964 -2%
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$4.26M -$169K -5,438 -4%
KWA
222
Kingswood Wealth Advisors
California
$4.16M +$96.4K +3,095 +2%
JGCM
223
Joseph Group Capital Management
Ohio
$4.01M +$458K +14,716 +13%
LIA
224
LifePlan Investment Advisors
North Carolina
$3.97M -$143K -4,589 -3%
BOPW
225
Brandywine Oak Private Wealth
Pennsylvania
$3.9M +$16.3K +524 +0.4%