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SCHV

Schwab US Large-Cap Value ETF

Delisted

SCHV was delisted on the 10th of June, 2026.

928 hedge funds and large institutions have $10.6B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 348 increasing their positions, 287 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NW
226
NewEdge Wealth
Pennsylvania
$3.57M
C
227
Certuity
Florida
$3.56M
AA
228
Apriem Advisors
California
$3.52M
JGCM
229
Joseph Group Capital Management
Ohio
$3.46M
Truist Financial
230
Truist Financial
North Carolina
$3.45M
ACG
231
Allen Capital Group
Nebraska
$3.37M
AFTS
232
American Financial & Tax Strategies
New York
$3.37M
LIM
233
Leavell Investment Management
Alabama
$3.36M
Lido Advisors
234
Lido Advisors
California
$3.32M
AWG
235
Altus Wealth Group
Colorado
$3.28M
IWA
236
IVC Wealth Advisors
Pennsylvania
$3.26M
CFP
237
Cypress Financial Planning
New Jersey
$3.25M
ASN
238
Advisory Services Network
Georgia
$3.13M
CAG
239
Compass Advisory Group
New York
$3.12M
ATWA
240
Arbor Trust Wealth Advisors
Michigan
$3.11M
DAS
241
Dynamic Advisor Solutions
Arizona
$3.11M
MCCA
242
Mill Creek Capital Advisors
Pennsylvania
$3.09M
WIC
243
Woodmont Investment Counsel
Tennessee
$3.09M
CL
244
Choreo LLC
Illinois
$3.09M
AQR Capital Management
245
AQR Capital Management
Connecticut
$3.04M
HWM
246
HB Wealth Management
Georgia
$3.03M
ZRP
247
Zynergy Retirement Planning
New Jersey
$3.01M
AAS
248
Ameritas Advisory Services
Nebraska
$2.96M
SCM
249
Steele Capital Management
Iowa
$2.96M
Jones Financial Companies
250
Jones Financial Companies
Missouri
$2.87M