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SCHV

Schwab US Large-Cap Value ETF
SCHV

969 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 98 funds opening new positions, 338 increasing their positions, 343 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 44

8% more funds holding in top 10

Funds holding in top 10: 78 → 84 (+6)

4% more funds holding

Funds holding: 932 → 969 (+37)

4% more capital invested

Capital invested by funds: $10.6B → $11.1B (+$462M)

0.1% more ownership

Funds ownership: 74.77% → 74.87% (+0.1%)

1% less repeat investments, than reductions

Existing positions increased: 338 | Existing positions reduced: 343

Holders
969
Holders Change
+37
Holders Change %
+3.97%
% of All Funds
11.86%
Holding in Top 10
84
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+7.69%
% of All Funds
1.03%
New
98
Increased
338
Reduced
343
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
+$84.6M
2
FMP
Financial Management Professionals
Texas
+$53.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$52.2M
4
NB
Nicolet Bankshares
Wisconsin
+$37.2M
5
TAP
TSG Advice Partners
Ohio
+$31.5M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$79.8M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$72.8M
3
Creative Planning
Creative Planning
Kansas
-$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
AIA
951
Armor Investment Advisors
North Carolina
$3.02K – – –
SIS
952
Sound Income Strategies
Florida
$2.34K +$1.25K +40 +111%
TPWA
953
Twin Peaks Wealth Advisors
California
$1.98K +$2.02K +65 New
IW
954
Imprint Wealth
South Carolina
$1.74K – – –
MWPCG
955
Measured Wealth Private Client Group
New Hampshire
$1.68K – – –
TPCW
956
TD Private Client Wealth
New York
$1.43K -$1.53K -49 -51%
CFG
957
Clayton Financial Group
Missouri
$1.09K +$31 +1 +3%
TWM
958
TopTier Wealth Management
Wisconsin
$1.03K +$1.06K +34 New
KG
959
Kilter Group
New York
$915 -$31 -1 -3%
BFPW
960
BOK Financial Private Wealth
Colorado
$915 – – –
CCMW
961
Cypress Capital Management (Wyoming)
Wyoming
$915 – – –
AWM
962
Activest Wealth Management
Florida
$885 – – –
QWM
963
Quaker Wealth Management
New Jersey
$885 – – –
WWM
964
Wolff Wiese Magana
California
$458 -$156 -5 -25%
GGI
965
Godsey & Gibb Inc
Virginia
$458 – – –
SIC
966
SJS Investment Consulting
Ohio
$458 +$467 +15 New
IF
967
Integrity Financial
Wyoming
$275 – – –
SWA
968
SOA Wealth Advisors
New York
$146 – – –
CAN
969
Capital Advisor Network
Indiana
$122 +$125 +4 New
ISFAN
970
Investor's Fiduciary Advisor Network
Washington
– -$12.6M -426,852 Closed
SW
971
SteelPeak Wealth
California
– -$8.16M -275,642 Closed
JWCA
972
J.W. Cole Advisors
Florida
– -$2.23M -165,559 Closed
RGF
973
Retirement Guys Formula
Ohio
– -$1.49M -50,469 Closed
SCM
974
SOL Capital Management
Maryland
– -$1.39M -46,889 Closed
AWA
975
Argos Wealth Advisors
California
– -$884K -29,844 Closed
37 38
39
40 41

SCHV Hedge Fund Activity: Q1 2026 in Review

969 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2026, worth a combined $11.1B — up 4.3% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SCHV positions and 44 closed out — a net gain of 54 holders — while 338 added to existing stakes and 343 trimmed.

The largest buyer was Beacon Pointe Advisors, adding an estimated $84.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $79.8M.

  • 969 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2026, up from 932 in Q4 2025.
  • Funds reported $11.1B of Schwab US Large-Cap Value ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 98 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2026 and 44 closed out, a net change of +54 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q1 2026 was Beacon Pointe Advisors, an estimated $84.6M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $79.8M sold.

Based on aggregated 13F filings for Q1 2026.