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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$84.6M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$53.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$52.2M |
| 4 |
NB
Nicolet Bankshares
Green Bay,
Wisconsin
|
+$37.2M |
| 5 |
TAP
TSG Advice Partners
Columbus,
Ohio
|
+$31.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$79.8M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$72.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$34.6M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
-$31.6M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$24.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFB
1001
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$104K | -3,526 | Closed |
|
|
UFPG
1002
United Financial Planning Group
Hauppauge,
New York
| – | -$62.4K | -2,107 | Closed |
|
|
IIM
1003
IFC & Insurance Marketing
Auburn,
California
| – | -$38K | -1,299 | Closed |
|
|
TPBG
1004
Turning Point Benefit Group
Frederick,
Maryland
| – | -$27.2K | -918 | Closed |
|
|
LWANC
1005
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$27.1K | -915 | Closed |
|
|
EA
1006
Evolution Advisers
Richmond,
Virginia
| – | -$12K | -420 | Closed |
|
|
AP
1007
Atwood & Palmer
Kansas City,
Missouri
| – | -$8K | -270 | Closed |
|
|
QC
1008
Quent Capital
New York
| – | -$4.53K | -153 | Closed |
|
|
GAMC
1009
Garner Asset Management Corp
Plano,
Texas
| – | -$4.29K | -145 | Closed |
|
|
MA
1010
Modus Advisors
Excelsior,
Minnesota
| – | -$2.75K | -93 | Closed |
|
1011
Simplex Trading
Chicago,
Illinois
| – | -$2.58K | -87 | Closed |
|
|
CMP
1012
Coston McIsaac & Partners
Bar Harbor,
Maine
| – | -$1K | -60 | Closed |
|
|
SAS
1013
Spurstone Advisory Services
Higganum,
Connecticut
| – | -$89 | -3 | Closed |
|
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.