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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
VP
426
Verum Partners
North Carolina
$1M
WA
427
WBH Advisory
Maryland
$999K
BL
428
BFSG LLC
California
$998K
ATI
429
ARK & TLK Investments
Oklahoma
$993K
AFP
430
Ausdal Financial Partners
Iowa
$988K
HCWM
431
Hidden Cove Wealth Management
Washington
$987K
KHC
432
Koesten Hirschmann & Crabtree
Kansas
$983K
LPAM
433
Lodestar Private Asset Management
California
$983K
S
434
SignatureFD
Georgia
$969K
PWM
435
Partners Wealth Management
California
$968K
DADC
436
D.A. Davidson & Co
Montana
$965K
KA
437
Kovack Advisors
Florida
$959K
RDWM
438
Red Door Wealth Management
Tennessee
$958K
BFA
439
Beaumont Financial Advisors
Massachusetts
$955K
S
440
Sachetta
Massachusetts
$940K
HWA
441
HHM Wealth Advisors
Tennessee
$936K
AWP
442
Atlas Wealth Partners
Pennsylvania
$933K
IP
443
Indivisible Partners
Florida
$931K
FFG
444
Fortune Financial Group
Florida
$928K
CWA
445
CM Wealth Advisors
Ohio
$917K
NRC
446
New Republic Capital
North Carolina
$916K
BCI
447
Brinker Capital Investments
Pennsylvania
$914K
WI
448
Westbourne Investments
Virginia
$908K
PCWA
449
Pacific Capital Wealth Advisors
California
$907K
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$905K