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SCHV

Schwab US Large-Cap Value ETF

Delisted

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

960 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
960
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
KNFPWM
76
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$21M
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$20.8M
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$20.3M
PCIA
79
Prime Capital Investment Advisors
Kansas
$20.1M
MWP
80
Meriwether Wealth & Planning
Louisiana
$20M
CL
81
Choreo LLC
Illinois
$19.9M
LC
82
LCNB Corp
Ohio
$19.9M
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$19.7M
CWA
84
Cornerstone Wealth Advisors
Minnesota
$19.6M
SFA
85
Seneca Financial Advisors
New York
$19.5M
FFN
86
Focus Financial Network
Minnesota
$19.4M
PWM
87
Perigon Wealth Management
California
$19.2M
CIA
88
Cape Investment Advisory
Georgia
$18.4M
GC
89
Garde Capital
Washington
$18M
SF
90
Seek First
California
$17.7M
WMWM
91
Whitaker-Myers Wealth Managers
Ohio
$17.6M
FFA
92
Farther Finance Advisors
California
$17.4M
JC
93
JBGlobal.com
New York
$17.2M
DP
94
Denver PWM
Colorado
$17M
MA
95
Mutual Advisors
Nebraska
$17M
NFG
96
Northeast Financial Group
Pennsylvania
$16.8M
PCM
97
Payne Capital Management
New York
$16.6M
YP
98
YANKCOM Partnership
South Dakota
$16.4M
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$15.6M
SS
100
Sunbelt Securities
Texas
$15.6M