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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
JIC
776
Joel Isaacson & Co
New York
$225K
PPC
777
Pennington Partners & Co
Maryland
$224K
KMWM
778
Keudell/Morrison Wealth Management
Oregon
$223K
PWPS
779
Pinnacle Wealth Planning Services
Ohio
$222K
GI
780
GAMMA Investing
California
$220K
RMP
781
Richards, Merrill & Peterson
Washington
$219K
PWM
782
Praetorian Wealth Management
California
$218K
GWMR
783
GC Wealth Management RIA
Massachusetts
$217K
EPI
784
Eddie Patel Inc
Illinois
$217K
CWAI
785
Core Wealth Advisors (Indiana)
Indiana
$216K
CB
786
Commerce Bank
Missouri
$216K
LEFP
787
Leading Edge Financial Planning
Tennessee
$215K
Empower Advisory Group
788
Empower Advisory Group
Colorado
$215K
AP
789
Appleton Partners
Massachusetts
$214K
FSBI
790
Fearless Solutions (Best Invest)
Texas
$214K
FFA
791
First Foundation Advisors
California
$211K
CPA
792
Capital Performance Advisors
California
$211K
SWA
793
Serenus Wealth Advisors
California
$210K
HC
794
Hamilton Capital
Ohio
$210K
GA
795
GoalVest Advisory
New York
$210K
FFWA
796
FRG Family Wealth Advisors
Washington
$209K
CL
797
CVFG LLC
Indiana
$209K
VA
798
VestGen Advisors
Illinois
$209K
TCIIS
799
TIAA-CREF Individual & Institutional Services
New York
$209K
WMN
800
Wealth Management Nebraska
Nebraska
$207K