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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
KNFPWM
76
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$20.1M
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$19.9M
SFA
78
Seneca Financial Advisors
New York
$19.3M
LC
79
LCNB Corp
Ohio
$19.3M
Focus Partners Wealth
80
Focus Partners Wealth
Massachusetts
$19.3M
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$19.3M
CWA
82
Cornerstone Wealth Advisors
Minnesota
$18.6M
DP
83
Denver PWM
Colorado
$18.3M
PWM
84
Perigon Wealth Management
California
$18.2M
KAS
85
Kestra Advisory Services
Texas
$18M
NFG
86
Northeast Financial Group
Pennsylvania
$18M
GC
87
Garde Capital
Washington
$17.9M
MA
88
Mutual Advisors
Nebraska
$17.7M
CIA
89
Cape Investment Advisory
Georgia
$17.7M
WA
90
Waverly Advisors
Alabama
$17.3M
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$16.4M
SF
92
Seek First
California
$16M
PCM
93
Payne Capital Management
New York
$15.7M
GSIS
94
Global Strategic Investment Solutions
Arizona
$15.6M
FFA
95
Farther Finance Advisors
California
$15M
MWA
96
Martel Wealth Advisors
Washington
$14.8M
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$14.4M
YP
98
YANKCOM Partnership
South Dakota
$13.9M
RF
99
rebel Financial
Ohio
$13.9M
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$12.9M