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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$9.8M
FF
127
Friday Financial
Iowa
$9.59M
CPA
128
Cathy Pareto & Associates
Florida
$9.54M
VAS
129
Vestmark Advisory Solutions
Massachusetts
$9.48M
Tudor Investment Corp
130
Tudor Investment Corp
Connecticut
$9.37M
ISWM
131
Independent Solutions Wealth Management
New York
$9.29M
SWA
132
Sightline Wealth Advisors
Connecticut
$9.02M
SDWMA
133
Schneider Downs Wealth Management Advisors
Pennsylvania
$8.87M
TWM
134
Thrive Wealth Management
Pennsylvania
$8.8M
WP
135
WealthShield Partners
North Carolina
$8.76M
SWP
136
Sagespring Wealth Partners
Tennessee
$8.68M
CKAIS
137
Christensen King & Associates Investment Services
Washington
$8.63M
BCIM
138
Bishop & Co Investment Management
Pennsylvania
$8.52M
BAM
139
Berkshire Asset Management
Pennsylvania
$8.49M
VWA
140
Visionary Wealth Advisors
Illinois
$8.46M
MBI
141
May Barnhard Investments
Maryland
$8.38M
IAN
142
Integrated Advisors Network
Texas
$8.3M
BAMG
143
Brand Asset Management Group
Missouri
$8.29M
CMP
144
Courage Miller Partners
Virginia
$8.28M
PSCM
145
Per Stirling Capital Management
Texas
$8.19M
EWA
146
Exencial Wealth Advisors
Oklahoma
$8.17M
ACA
147
Ackerman Capital Advisors
Texas
$8.13M
Fidelity Investments
148
Fidelity Investments
Massachusetts
$8.04M
PGWA
149
Plus Group Wealth Advisors
Wisconsin
$7.98M
IWC
150
Integrated Wealth Concepts
Massachusetts
$7.84M