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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
WF
201
Warner Financial
Maryland
$4.85M
LAM
202
L2 Asset Management
Massachusetts
$4.75M
EFG
203
Embree Financial Group
Illinois
$4.74M
OCM
204
One Capital Management
California
$4.72M
PFA
205
Pinnacle Family Advisors
Missouri
$4.68M
SFA
206
Sequoia Financial Advisors
Ohio
$4.67M
AQR Capital Management
207
AQR Capital Management
Connecticut
$4.64M
RIA
208
Retirement Investment Advisors
Oklahoma
$4.62M
NA
209
NewEdge Advisors
Louisiana
$4.6M
GBFP
210
Golden Bell Financial Planning
Georgia
$4.55M
Baird Financial Group
211
Baird Financial Group
Wisconsin
$4.53M
KAS
212
KPP Advisory Services
Kentucky
$4.49M
SWP
213
Stratos Wealth Partners
Ohio
$4.46M
NDSI
214
Newman Dignan & Sheerar Inc
Rhode Island
$4.45M
SWM
215
SeaCrest Wealth Management
New York
$4.4M
IAA
216
Independent Advisor Alliance
North Carolina
$4.39M
CWMS
217
CFG Wealth Management Services
Indiana
$4.37M
DP
218
DDD Partners
Washington
$4.36M
Citadel Advisors
219
Citadel Advisors
Florida
$4.31M
ACA
220
Affinity Capital Advisors
California
$4.27M
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$4.26M
KWA
222
Kingswood Wealth Advisors
California
$4.16M
JGCM
223
Joseph Group Capital Management
Ohio
$4.01M
LIA
224
LifePlan Investment Advisors
North Carolina
$3.97M
BOPW
225
Brandywine Oak Private Wealth
Pennsylvania
$3.9M