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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
AA
901
Ancora Advisors
Ohio
$66.1K – – –
PK
902
Pflug Koory
Nebraska
$60.9K +$33 +1 +0.1%
BCM
903
Blume Capital Management
California
$57.4K +$4.94K +150 +10%
KFI
904
Key Financial Inc
Pennsylvania
$56.4K – – –
MIM
905
MTM Investment Management
South Carolina
$56.4K – – –
VWM
906
Vermillion Wealth Management
Minnesota
$52K -$4.25K -129 -8%
AW
907
Avion Wealth
Texas
$52K +$49.4K +1,499 New
WCM
908
Winthrop Capital Management
Indiana
$49K – – –
DF
909
Downshift Financial
Colorado
$47.5K +$44.9K +1,363 New
FCT
910
Family Capital Trust
Massachusetts
$44.6K – – –
MSFP
911
Mark Sheptoff Financial Planning
Connecticut
$44.4K – – –
WETS
912
Wealth Enhancement Trust Services
South Dakota
$44K – – –
T
913
Tidemark
California
$41.8K – – –
CFO
914
CVA Family Office
Colorado
$38.9K +$99 +3 +0.3%
VCM
915
Versant Capital Management
Arizona
$38.1K +$165 +5 +0.5%
RDFA
916
Ritter Daniher Financial Advisory
Ohio
$38K – – –
TFA
917
Transamerica Financial Advisors
Florida
$37.3K +$35.2K +1,070 New
HCM
918
Hollencrest Capital Management
California
$34.7K – – –
SGFG
919
Silver Grove Financial Group
New York
$33.8K +$428 +13 +1%
DIP
920
DT Investment Partners
Pennsylvania
$31.1K – – –
JWM
921
JPL Wealth Management
Colorado
$30.8K – – –
DPW
922
DiNuzzo Private Wealth
Pennsylvania
$30.5K – – –
AWM
923
Abound Wealth Management
Tennessee
$30.1K – – –
SIM
924
Sims Investment Management
Ohio
$29.2K +$27.6K +838 New
FGC
925
Financial Gravity Companies
Texas
$28.9K +$27.4K +831 New
35 36
37
38 39

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.