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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
PWM
101
Peak Wealth Management
New Hampshire
$12.7M
ISFAN
102
Investor's Fiduciary Advisor Network
Washington
$12.6M
BWL
103
Bogart Wealth LLC
Virginia
$12.6M
GB
104
Goepper Burkhardt
South Carolina
$12.6M
SAMC
105
Spectrum Asset Management (California)
California
$12.1M
SS
106
Sunbelt Securities
Texas
$12.1M
AF
107
Allworth Financial
California
$12.1M
RWP
108
RWA Wealth Partners
Massachusetts
$11.5M
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$11.5M
JJBC
110
James J. Burns & Company
New York
$11.4M
GCP
111
Gill Capital Partners
Colorado
$11.4M
EWM
112
Empirical Wealth Management
Washington
$11.4M
AF
113
Align Financial
Minnesota
$11.1M
IAN
114
Integrated Advisors Network
Texas
$10.7M
DPI
115
Diversified Portfolios Inc
Michigan
$10.5M
OWM
116
Opes Wealth Management
California
$10.3M
BCIM
117
Bishop & Co Investment Management
Pennsylvania
$10.2M
WP
118
WealthShield Partners
North Carolina
$10.1M
FA
119
Fiduciary Alliance
South Carolina
$9.92M
HG
120
Harbor Group
New Hampshire
$9.84M
WPIC
121
White Pine Investment Company
Michigan
$9.73M
CH
122
CDKV Holdings
Colorado
$9.59M
ISWM
123
Independent Solutions Wealth Management
New York
$9.27M
HSA
124
HBK Sorce Advisory
Pennsylvania
$9.25M
FF
125
Friday Financial
Iowa
$9.19M