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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
Brown Advisory
526
Brown Advisory
Maryland
$632K
CIR
527
Clear Investment Research
Georgia
$622K
UFA
528
Uptown Financial Advisors
Texas
$621K
VWA
529
VSM Wealth Advisory
Maryland
$620K
RA
530
Resolute Advisors
California
$613K
CBU
531
CIBC Bancorp USA
Illinois
$613K
SPA
532
Sentinel Pension Advisors
Massachusetts
$613K
JF
533
Joule Financial
Kentucky
$611K
HWA
534
HMV Wealth Advisors
Louisiana
$610K
CFFP
535
Center for Financial Planning
Michigan
$606K
Renaissance Technologies
536
Renaissance Technologies
New York
$604K
ACA
537
Atlas Capital Advisors
Wyoming
$602K
GC
538
Gilbert & Cook
Iowa
$600K
OWP
539
Obermeyer Wealth Partners
Colorado
$590K
CG
540
Caprock Group
Idaho
$590K
WAM
541
WNY Asset Management
New York
$589K
IFPL
542
Investments & Financial Planning LLC
Kentucky
$586K
SA
543
Seneschal Advisors
Washington
$585K
SWGC
544
Summit Wealth Group (Colorado)
Colorado
$583K
DWT
545
Dorsey & Whitney Trust
South Dakota
$582K
MHS
546
M Holdings Securities
Oregon
$576K
FWM
547
Fonville Wealth Management
Virginia
$574K
ZF
548
Zhang Financial
Michigan
$572K
SMA
549
Sage Mountain Advisors
Georgia
$572K
SW
550
SkyOak Wealth
Michigan
$572K