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SCHV

Schwab US Large-Cap Value ETF
SCHV

987 hedge funds and large institutions have $11.5B invested in Schwab US Large-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 370 increasing their positions, 331 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 49

12% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 331

2% more funds holding

Funds holding: 969 → 987 (+18)

4% more capital invested

Capital invested by funds: $11.1B → $11.5B (+$414M)

2.21% less ownership

Funds ownership: 74.87% → 72.66% (-2.2%)

4% less funds holding in top 10

Funds holding in top 10: 84 → 81 (-3)

Holders
987
Holders Change
+18
Holders Change %
+1.86%
% of All Funds
11.94%
Holding in Top 10
81
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.57%
% of All Funds
0.98%
New
95
Increased
370
Reduced
331
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SC
Savant Capital
Illinois
+$108M
2
Cerity Partners
Cerity Partners
New York
+$21.1M
3
EWA
EP Wealth Advisors
California
+$12.1M
4
LPL Financial
LPL Financial
California
+$11.9M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$11.9M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$832M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$175M
3
Osaic Holdings
Osaic Holdings
Arizona
-$78M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$63.5M
5
SWM
Steelhead Wealth Management
Virginia
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
826
Fortis Capital Advisors
Kansas
$217K +$205K +6,227 New
SWM
827
Spire Wealth Management
Virginia
$216K +$136K +4,123 +197%
WRCM
828
Western Reserve Capital Management
Ohio
$216K +$204K +6,201 New
NB
829
Northwest Bancshares
Pennsylvania
$216K +$204K +6,195 New
CCFM
830
Clear Creek Financial Management
Washington
$215K +$204K +6,183 New
VNA
831
Valley National Advisers
Pennsylvania
$214K +$66 +2 +0%
AIS
832
Accredited Investor Services
Minnesota
$214K +$203K +6,152 New
SOAG
833
Silver Oak Advisory Group
Oregon
$213K +$202K +6,138 New
AWM
834
Atticus Wealth Management
Florida
$212K +$201K +6,102 New
Wealthfront Advisers
835
Wealthfront Advisers
California
$211K +$200K +6,072 New
CAI
836
Capital Advisors Inc
Oklahoma
$209K +$198K +6,000 New
BIM
837
Baldwin Investment Management
Pennsylvania
$209K +$198K +5,997 New
SSWM
838
Sheets Smith Wealth Management
North Carolina
$208K +$197K +5,977 New
BBI
839
Baxter Bros Inc
Connecticut
$208K +$197K +5,975 New
JF
840
JSF Financial
California
$207K +$196K +5,952 New
Fisher Asset Management
841
Fisher Asset Management
Washington
$207K -$172K -5,224 -47%
Russell Investments Group
842
Russell Investments Group
United Kingdom
$206K -$148K -4,500 -43%
BRIA
843
Balanced Rock Investment Advisors
Massachusetts
$205K +$194K +5,887 New
OPW
844
Osprey Private Wealth
New York
$204K +$193K +5,853 New
TA
845
TFB Advisors
Kansas
$202K +$191K +5,799 New
FTWA
846
Fifth Third Wealth Advisors
Ohio
$201K +$190K +5,769 New
EF
847
Envision Financial
Wisconsin
$201K +$190K +5,762 New
SWA
848
Strata Wealth Advisors
Texas
$200K +$189K +5,748 New
CA
849
CoreCap Advisors
Michigan
$197K -$65.8K -1,997 -26%
SMA
850
Sage Mountain Advisors
Georgia
$187K -$441K -13,384 -71%
32 33
34
35 36

SCHV Hedge Fund Activity: Q2 2026 in Review

987 of the 8,264 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2026, worth a combined $11.5B — up 3.7% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new SCHV positions and 49 closed out — a net gain of 46 holders — while 370 added to existing stakes and 331 trimmed.

The largest buyer was Savant Capital, adding an estimated $108M. The largest seller was Mather Group, cutting an estimated $832M.

  • 987 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2026, up from 969 in Q1 2026.
  • Funds reported $11.5B of Schwab US Large-Cap Value ETF stock for Q2 2026, up 3.7% quarter-over-quarter.
  • 95 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2026 and 49 closed out, a net change of +46 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q2 2026 was Savant Capital, an estimated $108M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q2 2026 was Mather Group, an estimated $832M sold.

Based on aggregated 13F filings for Q2 2026.