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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
LI
1026
LRI Investments
Florida
– -$7.96K -261 Closed
LWMI
1027
Legacy Wealth Management (Idaho)
Idaho
– -$6.28K -206 Closed
YAL
1028
Your Advocates Ltd
Texas
– -$3.75K -123 Closed
DWP
1029
Destiny Wealth Partners
Florida
– -$3.66K -120 Closed
AGWCA
1030
Annis Gardner Whiting Capital Advisors
Florida
– -$3.05K -100 Closed
SIS
1031
Sound Income Strategies
Florida
– -$2.34K -76 Closed
TPWA
1032
Twin Peaks Wealth Advisors
California
– -$1.98K -65 Closed
MWPCG
1033
Measured Wealth Private Client Group
New Hampshire
– -$1.68K -55 Closed
CFG
1034
Clayton Financial Group
Missouri
– -$1.09K -36 Closed
TWM
1035
TopTier Wealth Management
Wisconsin
– -$1.03K -34 Closed
GGI
1036
Godsey & Gibb Inc
Virginia
– -$458 -15 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.