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SCHV

Schwab US Large-Cap Value ETF

Delisted

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

961 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
961
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
TRCT
326
Tower Research Capital (TRC)
New York
$1.81M
IA
327
IFP Advisors
Florida
$1.8M
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$1.8M
PA
329
Parallel Advisors
California
$1.79M
EA
330
Emerald Advisors
Washington
$1.77M
CRA
331
Clear Retirement Advice
California
$1.77M
CSP
332
Cary Street Partners
Virginia
$1.77M
AWM
333
Apollon Wealth Management
South Carolina
$1.77M
SA
334
Sovran Advisors
California
$1.76M
KF
335
K2 Financial
California
$1.75M
Janney Montgomery Scott
336
Janney Montgomery Scott
Pennsylvania
$1.75M
BlackRock
337
BlackRock
New York
$1.73M
SOS
338
Silver Oak Securities
Tennessee
$1.72M
CWM
339
Cornerstone Wealth Management
Missouri
$1.7M
SWP
340
SIMA Wealth Partners
Virginia
$1.67M
AL
341
Aspiriant LLC
California
$1.67M
MWA
342
Monograph Wealth Advisors
California
$1.67M
GHA
343
GW Henssler & Associates
Georgia
$1.65M
MW
344
Maia Wealth
Colorado
$1.62M
CAG
345
Csenge Advisory Group
Florida
$1.56M
KP
346
Keel Point
Alabama
$1.55M
CA
347
Continuum Advisory
Idaho
$1.55M
BWM
348
Blossom Wealth Management
California
$1.53M
EA
349
Enclave Advisors
Texas
$1.52M
VST
350
Van Strum & Towne
California
$1.51M