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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
BEI
401
Benjamin Edwards Inc
Missouri
$1.19M
AWMS
402
Advocacy Wealth Management Services
Georgia
$1.19M
CAAM
403
Cornerstone Advisors Asset Management
Pennsylvania
$1.19M
MWM
404
Modern Wealth Management
Kansas
$1.18M
CCM
405
Condor Capital Management
New Jersey
$1.18M
CIAS
406
Capital Investment Advisory Services
North Carolina
$1.18M
DWM
407
Diversify Wealth Management
Utah
$1.17M
AIM
408
Athena Investment Management
California
$1.17M
William Blair & Company
409
William Blair & Company
Illinois
$1.17M
HI
410
Hoey Investments
Pennsylvania
$1.14M
JDLA
411
J. Derek Lewis & Associates
California
$1.14M
LFG
412
Larson Financial Group
Missouri
$1.13M
WA
413
Waterford Advisors
New York
$1.11M
QPWM
414
Quadrant Private Wealth Management
Pennsylvania
$1.1M
KPWS
415
Kestra Private Wealth Services
Texas
$1.1M
CCWP
416
Cedar Cove Wealth Partners
Minnesota
$1.1M
CFD
417
Creative Financial Designs
Indiana
$1.09M
NL
418
NWAM LLC
Washington
$1.08M
PVI
419
Pine Valley Investments
New Jersey
$1.07M
NRI
420
NFP Retirement Inc
California
$1.07M
CWM
421
Chesapeake Wealth Management
Virginia
$1.07M
LA
422
LexAurum Advisors
Kansas
$1.05M
BBHC
423
Brown Brothers Harriman & Co
New York
$1.04M
BDFN
424
Bond & Devick Financial Network
Minnesota
$1.04M
SAM
425
Smartleaf Asset Management
Massachusetts
$1.01M