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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
SA
301
Stewardship Advisors
Pennsylvania
$2.09M
MS
302
Monetary Solutions
Ohio
$2.09M
BL
303
BCWM LLC
Kansas
$2.09M
TCRG
304
Twin Cities Retirement Group
Minnesota
$2.08M
IC
305
IEQ Capital
California
$2.07M
LAIC
306
Lederer & Associates Investment Counsel
California
$2.07M
EWA
307
EverSource Wealth Advisors
Alabama
$2.04M
Susquehanna International Group
308
Susquehanna International Group
Pennsylvania
$2.03M
BWM
309
BCS Wealth Management
Tennessee
$1.96M
RPGK
310
Retirement Planning Group (Kansas)
Kansas
$1.93M
AssetMark Inc
311
AssetMark Inc
California
$1.93M
ES
312
ETF Store
Kansas
$1.92M
SWA
313
Sax Wealth Advisors
New Jersey
$1.92M
NWAG
314
Net Worth Advisory Group
Utah
$1.92M
ITG
315
Index Technologies Group
New York
$1.91M
MMA
316
Miracle Mile Advisors
California
$1.9M
CA
317
CGN Advisors
Kansas
$1.89M
SF
318
Schaeffer Financial
Maryland
$1.86M
MFT
319
Moisand Fitzgerald Tamayo
Florida
$1.85M
RC
320
Roundview Capital
New Jersey
$1.84M
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$1.83M
ADL
322
Asset Dedication LLC
California
$1.83M
AIM
323
Avity Investment Management
Connecticut
$1.83M
DSC
324
Duncker Streett & Co
Missouri
$1.83M
BIA
325
Bigelow Investment Advisors
Maine
$1.83M