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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
FSWA
651
Financial Synergies Wealth Advisors
Texas
$319K
KA
652
Klingman & Associates
New York
$318K
DI
653
Disciplined Investors
Texas
$317K
HCM
654
Hengehold Capital Management
Ohio
$314K
MAMG
655
Milestone Asset Management Group
Connecticut
$313K
CA
656
CWC Advisors
Oregon
$312K
CIA
657
Capital Investment Advisors
Georgia
$309K
JWA
658
JFS Wealth Advisors
Pennsylvania
$308K
PA
659
PFG Advisors
Arizona
$307K
TI
660
Truepoint Inc
Ohio
$306K
WW
661
Waterfront Wealth
Kansas
$304K
HCP
662
Hardin Capital Partners
South Carolina
$304K
TFA
663
TrustWell Financial Advisors
Florida
$302K
CW
664
Code Waechter
Florida
$301K
IAA
665
Independent Advisor Alliance
North Carolina
$299K
TA
666
TFB Advisors
Kansas
$298K
WP
667
Wealthspan Partners
Iowa
$297K
BIM
668
Bridges Investment Management
Nebraska
$296K
SC
669
Shearwater Capital
Colorado
$296K
FRA
670
Front Row Advisors
California
$296K
ACA
671
Aptus Capital Advisors
Alabama
$295K
RFA
672
Resurgent Financial Advisors
Georgia
$292K
RWM
673
RBA Wealth Management
California
$291K
GAA
674
Guardian Asset Advisors
Pennsylvania
$290K
B
675
Bensler
Washington
$290K