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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
SWA
651
Sterling Wealth Advisors
Florida
$346K
FWTB
652
First Western Trust Bank
Colorado
$345K
FCM
653
Fortis Capital Management
Washington
$344K
TF
654
Tandem Financial
Colorado
$342K
Fisher Asset Management
655
Fisher Asset Management
Washington
$340K
MCP
656
Mirador Capital Partners
California
$338K
SIA
657
SeaBridge Investment Advisors
New Jersey
$337K
AA
658
Advisory Alpha
Michigan
$335K
CF
659
Centaurus Financial
California
$334K
APW
660
Aurora Private Wealth
New Jersey
$333K
DWM
661
DecisionMap Wealth Management
Virginia
$332K
BPW
662
BlueDoor Private Wealth
Massachusetts
$331K
FSWA
663
Financial Synergies Wealth Advisors
Texas
$330K
MAMG
664
Milestone Asset Management Group
Connecticut
$324K
MYIA
665
Mount Yale Investment Advisors
Colorado
$324K
HIIFS
666
Harel Insurance Investments & Financial Services
Israel
$320K
CIA
667
Capital Investment Advisors
Georgia
$319K
JWA
668
JFS Wealth Advisors
Pennsylvania
$319K
Russell Investments Group
669
Russell Investments Group
United Kingdom
$318K
DAS
670
Diversify Advisory Services
Utah
$318K
DI
671
Disciplined Investors
Texas
$317K
PW
672
PUREfi Wealth
Massachusetts
$316K
TI
673
Truepoint Inc
Ohio
$315K
HCP
674
Hardin Capital Partners
South Carolina
$313K
TPI
675
Trust Point Inc
Wisconsin
$313K