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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
TF
551
Theory Financial
Colorado
$482K
PC
552
Payne Capital
Oregon
$482K
TWP
553
Total Wealth Planning
Ohio
$478K
CBA
554
Coastal Bridge Advisors
Connecticut
$477K
CWP
555
Cyndeo Wealth Partners
Florida
$476K
FFG
556
Fortune Financial Group
Florida
$476K
SSWM
557
Smith Salley Wealth Management
North Carolina
$475K
WPA
558
Wealth Preservation Advisors
Tennessee
$471K
TCM
559
TruNorth Capital Management
Michigan
$470K
AT
560
American Trust
Kentucky
$470K
BW
561
Basepoint Wealth
Iowa
$469K
BWM
562
Brickley Wealth Management
California
$469K
SG
563
StoneX Group
New York
$468K
IP
564
Ignite Planners
California
$467K
SIA
565
Soltis Investment Advisors
Utah
$467K
WTC
566
WhitTier Trust Company
Nevada
$466K
AIS
567
American Investment Services
Massachusetts
$464K
SPA
568
Sentinel Pension Advisors
Massachusetts
$462K
AWM
569
Accurate Wealth Management
Florida
$461K
PIN
570
Prudent Investors Network
California
$459K
USCWA
571
U.S. Capital Wealth Advisors
Texas
$456K
PGAM
572
Princeton Global Asset Management
New Jersey
$445K
SAM
573
Silvercrest Asset Management
New York
$442K
CIA
574
Cascade Investment Advisors
Oregon
$442K
SWM
575
Schwallier Wealth Management
Michigan
$441K