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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
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$896K
CWA
427
CM Wealth Advisors
Ohio
$890K
ONB
428
Old National Bancorp
Indiana
$886K
AWA
429
Argos Wealth Advisors
California
$884K
DADC
430
D.A. Davidson & Co
Montana
$883K
WI
431
Westbourne Investments
Virginia
$882K
PCWA
432
Pacific Capital Wealth Advisors
California
$880K
JIC
433
Johnson Investment Counsel
Ohio
$878K
HBW
434
Hazlett, Burt & Watson
West Virginia
$873K
KFA
435
Kelleher Financial Advisors
New York
$865K
JF
436
Joule Financial
Kentucky
$865K
AF
437
Advisornet Financial
Minnesota
$864K
HWA
438
HHM Wealth Advisors
Tennessee
$862K
BCWM
439
Bartlett & Co Wealth Management
Ohio
$861K
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$853K
BWP
441
Bernardo Wealth Planning
Pennsylvania
$853K
IF
442
Ironwood Financial
Arizona
$850K
GT
443
Greenleaf Trust
Michigan
$848K
Bank of Montreal
444
Bank of Montreal
Ontario, Canada
$838K
PAS
445
Park Avenue Securities
New York
$837K
WA
446
WPG Advisers
Maryland
$835K
UB
447
UMB Bank
Missouri
$833K
Qube Research & Technologies (QRT)
448
Qube Research & Technologies (QRT)
United Kingdom
$831K
KCM
449
Kathmere Capital Management
Pennsylvania
$829K
SPI
450
Santori & Peters Inc
Pennsylvania
$822K