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SCHV

Schwab US Large-Cap Value ETF

Delisted

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

929 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 117 funds opening new positions, 348 increasing their positions, 287 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
929
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
AWE
351
Avidian Wealth Enterprises
Texas
$1.39M
UAG
352
United Advisor Group
Ohio
$1.38M
CCWM
353
Cassaday & Co Wealth Management
Virginia
$1.37M
CP
354
Creekside Partners
California
$1.36M
PAG
355
Private Advisor Group
New Jersey
$1.35M
TNA
356
True North Advisors
Texas
$1.35M
CPIG
357
Chicago Partners Investment Group
Illinois
$1.35M
WANY
358
Wealthspire Advisors (New York)
New York
$1.34M
VFA
359
Valeo Financial Advisors
Indiana
$1.33M
SWM
360
Seed Wealth Management
Illinois
$1.33M
EH
361
Equitable Holdings
New York
$1.33M
CCM
362
Condor Capital Management
New Jersey
$1.31M
VST
363
Van Strum & Towne
California
$1.29M
JFG
364
JMG Financial Group
Illinois
$1.27M
VCWA
365
Vanguard Capital Wealth Advisors
Colorado
$1.27M
IJWM
366
Inman Jager Wealth Management
Mississippi
$1.27M
LAM
367
L2 Asset Management
Massachusetts
$1.27M
IAS
368
IMA Advisory Services
Colorado
$1.26M
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$1.26M
GCA
370
Gradient Capital Advisors
California
$1.26M
AWMS
371
Advocacy Wealth Management Services
Georgia
$1.25M
Goldman Sachs
372
Goldman Sachs
New York
$1.23M
FCB
373
First County Bank
Connecticut
$1.23M
TA
374
Tactive Advisors
Florida
$1.22M
HTC
375
Haverford Trust Company
Pennsylvania
$1.22M