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SCHV

Schwab US Large-Cap Value ETF

Delisted

SCHV was delisted on the 10th of June, 2026.

928 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 116 funds opening new positions, 348 increasing their positions, 287 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
928
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
OIA
51
OneDigital Investment Advisors
Kansas
$30.8M
FAN
52
Financial Advisors Network
California
$30.8M
GIA
53
GHP Investment Advisors
Colorado
$29.8M
MCM
54
MAI Capital Management
Ohio
$29.8M
WIA
55
World Investment Advisors
California
$29M
AIA
56
Ally Invest Advisors
North Carolina
$28.2M
Cerity Partners
57
Cerity Partners
New York
$28M
TWM
58
Tradition Wealth Management
Minnesota
$27.7M
SIA
59
Serenity Investment Advisors
Illinois
$26.9M
Wells Fargo
60
Wells Fargo
California
$26M
GRP
61
Global Retirement Partners
California
$25.9M
PA
62
Persium Advisors
Georgia
$25M
Raymond James Financial
63
Raymond James Financial
Florida
$24.9M
KWM
64
KRM Wealth Management
Nevada
$23.8M
MFG
65
Merit Financial Group
Georgia
$23.8M
SFG
66
Sage Financial Group
Pennsylvania
$23.1M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$22.9M
MWP
68
Meriwether Wealth & Planning
Louisiana
$22.6M
NFW
69
Noble Family Wealth
Florida
$21.6M
FFN
70
Focus Financial Network
Minnesota
$21.2M
PCIA
71
Prime Capital Investment Advisors
Kansas
$21M
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$20.8M
UWM
73
USAdvisors Wealth Management
Minnesota
$20.7M
CCWA
74
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.7M
EFG
75
Ethos Financial Group
Pennsylvania
$20.2M