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SCHV

Schwab US Large-Cap Value ETF

Delisted

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

960 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 96 funds opening new positions, 335 increasing their positions, 341 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.06% less ownership

Funds ownership: 74.75%74.7% (-0.06%)

2% less repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 341

Holders
960
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
83
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$79.8M
2 -$72.8M
3 -$34.6M
4
SEI Investments
SEI Investments
Pennsylvania
-$31.6M
5
CI
CX Institutional
Indiana
-$24.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPW
251
Stillwater Private Wealth
Pennsylvania
$3.11M
RA
252
RFG Advisory
Alabama
$3.06M
ATWA
253
Arbor Trust Wealth Advisors
Michigan
$3.04M
ZRP
254
Zynergy Retirement Planning
New Jersey
$3.01M
CAG
255
Compass Advisory Group
New York
$2.98M
AAS
256
Ameritas Advisory Services
Nebraska
$2.95M
NFG
257
Nadler Financial Group
Illinois
$2.95M
Corient Private Wealth
258
Corient Private Wealth
Florida
$2.92M
SCM
259
Steele Capital Management
Iowa
$2.91M
HWM
260
HB Wealth Management
Georgia
$2.89M
NW
261
NewEdge Wealth
Pennsylvania
$2.88M
BFG
262
Bleakley Financial Group
New Jersey
$2.86M
MAG
263
M3 Advisory Group
Massachusetts
$2.85M
SAM
264
Secure Asset Management
Michigan
$2.79M
JFGLC
265
Johnson Financial Group LLC (Colorado)
Colorado
$2.75M
SCM
266
SummitPoint Capital Management
Colorado
$2.73M
AC
267
Apella Capital
Connecticut
$2.73M
BFM
268
Broadview Financial Management
Wisconsin
$2.69M
EW
269
Evoke Wealth
California
$2.69M
RF
270
Rossby Financial
Florida
$2.66M
MWM
271
Modera Wealth Management
New Jersey
$2.64M
CA
272
Clearstead Advisors
Ohio
$2.6M
AFA
273
Amicus Financial Advisors
Texas
$2.59M
TIM
274
Tortoise Investment Management
New York
$2.58M
FA
275
Fagan Associates
New York
$2.53M