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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
CMA
951
Cedar Mountain Advisors
Oregon
$10.4K – – –
FDW
952
Fourth Dimension Wealth
Ohio
$10.4K – – –
TCOV
953
Trust Company of Vermont
Vermont
$10.1K +$9.59K +291 New
AUB
954
Atlantic Union Bankshares
Virginia
$10.1K – – –
PPC
955
Park Place Capital
Alabama
$9.82K – – –
3FI
956
3 Factor Indexing
California
$9.72K -$19.2K -582 -68%
PFM
957
Phillips Financial Management
Indiana
$9.71K -$26K -788 -74%
WAG
958
Wilkerson Advisory Group
Missouri
$8.81K – – –
MB
959
MidFirst Bank
Oklahoma
$8.81K +$8.33K +253 New
HIA
960
Highland Investment Advisors
Florida
$8.75K +$8.27K +251 New
TBFA
961
Three Bearings Fiduciary Advisors
New Hampshire
$8.6K – – –
National Bank of Canada
962
National Bank of Canada
Quebec, Canada
$8.6K – – –
HIA
963
Harbor Investment Advisory
Maryland
$7.83K – – –
SFG
964
Strive Financial Group
Indiana
$6.8K – – –
GJIA
965
Glass Jacobson Investment Advisors
Maryland
$6.58K – – –
TWIM
966
TIAA Wealth Investment Management
New York
$6.04K – – –
BAM
967
Bellevue Asset Management
Washington
$5.33K – – –
NL
968
NorthAvenue LLC
Ohio
$4.25K – – –
Simplex Trading
969
Simplex Trading
Illinois
$3.97K +$3.75K +114 New
AIA
970
Armor Investment Advisors
North Carolina
$3.45K – – –
ABC
971
Anchor Bay Capital
California
$2.3K +$2.17K +66 New
BWS
972
Buck Wealth Strategies
Colorado
$2.3K +$2.17K +66 New
CMP
973
Coston McIsaac & Partners
Maine
$2K +$1.98K +60 New
IW
974
Imprint Wealth
South Carolina
$1.98K – – –
TPCW
975
TD Private Client Wealth
New York
$1.64K – – –
37 38
39
40 41

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.