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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
BFPW
976
BOK Financial Private Wealth
Colorado
$1.04K – – –
KG
977
Kilter Group
New York
$1.04K – – –
QWM
978
Quaker Wealth Management
New Jersey
$1.01K – – –
AWM
979
Activest Wealth Management
Florida
$1.01K – – –
CCMW
980
Cypress Capital Management (Wyoming)
Wyoming
$835 -$198 -6 -20%
SIC
981
SJS Investment Consulting
Ohio
$523 – – –
WWM
982
Wolff Wiese Magana
California
$523 – – –
SAS
983
Spurstone Advisory Services
Connecticut
$447 +$428 +13 New
IF
984
Integrity Financial
Wyoming
$313 – – –
TFA
985
Toth Financial Advisory
Virginia
$209 +$198 +6 New
SWA
986
SOA Wealth Advisors
New York
$167 – – –
CAN
987
Capital Advisor Network
Indiana
$139 – – –
SWM
988
Steelhead Wealth Management
Virginia
– -$14.3M -468,687 Closed
WP
989
WealthShield Partners
North Carolina
– -$8.76M -287,278 Closed
SAM
990
Secure Asset Management
Michigan
– -$2.79M -91,401 Closed
EW
991
Evoke Wealth
California
– -$2.69M -88,290 Closed
ECA
992
Elevation Capital Advisory
Oregon
– -$2.23M -73,208 Closed
NWAG
993
Net Worth Advisory Group
Utah
– -$1.92M -62,846 Closed
TRCT
994
Tower Research Capital (TRC)
New York
– -$1.81M -59,342 Closed
QPWM
995
Quadrant Private Wealth Management
Pennsylvania
– -$1.1M -36,014 Closed
KFA
996
Kelleher Financial Advisors
New York
– -$891K -29,220 Closed
Renaissance Technologies
997
Renaissance Technologies
New York
– -$604K -19,800 Closed
MHS
998
M Holdings Securities
Oregon
– -$576K -17,519 Closed
Jane Street
999
Jane Street
New York
– -$531K -17,416 Closed
TAP
1000
Tounjian Advisory Partners
Florida
– -$528K -17,319 Closed
38 39
40
41 42

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.