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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
RC
776
Roundview Capital
New Jersey
$208K
FFA
777
First Foundation Advisors
California
$204K
SWA
778
Serenus Wealth Advisors
California
$204K
HC
779
Hamilton Capital
Ohio
$204K
PIA
780
Pinion Investment Advisors
Kansas
$204K
GA
781
GoalVest Advisory
New York
$204K
FFWA
782
FRG Family Wealth Advisors
Washington
$203K
CL
783
CVFG LLC
Indiana
$203K
KFP
784
Kerr Financial Planning
California
$202K
CGFA
785
Colton Groome Financial Advisors
North Carolina
$202K
KWM
786
KW Wealth Management
California
$202K
WMN
787
Wealth Management Nebraska
Nebraska
$201K
SIC
788
Salem Investment Counselors
North Carolina
$200K
FVIM
789
Fort Vancouver Investment Management
Washington
$199K
BIA
790
Bell Investment Advisors
California
$192K
BA
791
Blueline Advisors
New Hampshire
$190K
CCM
792
Chilton Capital Management
Texas
$189K
LB
793
Legacy Bridge
Iowa
$188K
WPA
794
West Paces Advisors
Georgia
$187K
VNA
795
Valley National Advisers
Pennsylvania
$184K
TRCT
796
Tower Research Capital (TRC)
New York
$169K
MWA
797
Medallion Wealth Advisors
Connecticut
$164K
SIS
798
Strategic Investment Solutions
Illinois
$163K
KBFS
799
Kohmann Bosshard Financial Services
Ohio
$158K
HHGA
800
Halbert Hargrove Global Advisors
California
$158K