Schwab US Large-Cap Value ETF
SCHV
995 hedge funds and large institutions have $11.6B invested in Schwab US Large-Cap Value ETF in 2026 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 372 increasing their positions, 334 reducing their positions, and 50 closing their positions.
92% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 50
11% more repeat investments, than reductions
Existing positions increased: 372 | Existing positions reduced: 334
2% more funds holding
Funds holding: 971 → 995 (+24)
4% more capital invested
Capital invested by funds: $11.1B → $11.6B (+$454M)
1% less funds holding in top 10
Funds holding in top 10: 84 → 83 (-1)
1.94% less ownership
Funds ownership: 74.88% → 72.94% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$108M |
| 2 |
Cerity Partners
New York
|
+$21.1M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$12.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$11.9M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$11.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$832M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$175M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78M |
| 4 |
Financial Engines Advisors
Santa Clara,
California
|
-$63.5M |
| 5 |
SWM
Steelhead Wealth Management
Glen Allen,
Virginia
|
-$14.3M |
SCHV Hedge Fund Activity: Q2 2026 in Review
995 of the 8,346 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2026, worth a combined $11.6B — up 4.1% from $11.1B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new SCHV positions and 50 closed out — a net gain of 46 holders — while 372 added to existing stakes and 334 trimmed.
The largest buyer was Savant Capital, adding an estimated $108M. The largest seller was Mather Group, cutting an estimated $832M.
- 995 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2026, up from 971 in Q1 2026.
- Funds reported $11.6B of Schwab US Large-Cap Value ETF stock for Q2 2026, up 4.1% quarter-over-quarter.
- 96 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2026 and 50 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.