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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
MWA
101
Martel Wealth Advisors
Washington
$14.7M
Commonwealth Equity Services
102
Commonwealth Equity Services
Massachusetts
$14.6M
SAMC
103
Spectrum Asset Management (California)
California
$14.5M
RF
104
rebel Financial
Ohio
$13.6M
GB
105
Goepper Burkhardt
South Carolina
$12.9M
GSIS
106
Global Strategic Investment Solutions
Arizona
$12.8M
BWL
107
Bogart Wealth LLC
Virginia
$12.5M
FSA
108
Financial Services Advisory
Maryland
$12.3M
AF
109
Allworth Financial
California
$12.1M
RWP
110
RWA Wealth Partners
Massachusetts
$12M
PWM
111
Peak Wealth Management
New Hampshire
$11.9M
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$11.9M
AWM
113
Avior Wealth Management
Nebraska
$11.8M
DPI
114
Diversified Portfolios Inc
Michigan
$11.8M
GCP
115
Gill Capital Partners
Colorado
$11.8M
JJBC
116
James J. Burns & Company
New York
$11.5M
EWM
117
Empirical Wealth Management
Washington
$11.4M
HSA
118
HBK Sorce Advisory
Pennsylvania
$11M
OWM
119
Opes Wealth Management
California
$10.5M
FA
120
Fiduciary Alliance
South Carolina
$10.4M
CH
121
CDKV Holdings
Colorado
$10.2M
MMHP
122
Murphy Middleton Hinkle & Parker
Georgia
$9.98M
HG
123
Harbor Group
New Hampshire
$9.97M
WPIC
124
White Pine Investment Company
Michigan
$9.94M
CSF
125
Capital Squared Financial
Maryland
$9.84M