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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
PMG
151
ProVise Management Group
Florida
$6.55M
CWM
152
Cadence Wealth Management
Massachusetts
$6.55M
PIA
153
Panoramic Investment Advisors
Colorado
$6.52M
SF
154
Sun Financial
Utah
$6.51M
CAG
155
Curtis Advisory Group
California
$6.43M
IFS
156
Ifrah Financial Services
Arkansas
$6.41M
PFWA
157
Paces Ferry Wealth Advisors
Georgia
$6.33M
VFS
158
Valpey Financial Services
New Hampshire
$6.25M
BCI
159
Brinker Capital Investments
Pennsylvania
$6.2M
AC
160
Avant Capital
Louisiana
$6.17M
AFP
161
Arnold Financial Planning
Iowa
$6.15M
GWS
162
Glassman Wealth Services
Virginia
$6.08M
VAS
163
Vestmark Advisory Solutions
Massachusetts
$6.01M
CM
164
Columbus Macro
Pennsylvania
$5.98M
SF
165
Summit Financial
New Jersey
$5.96M
PFA
166
Petra Financial Advisors
Colorado
$5.94M
LWM
167
Lighthouse Wealth Management
Ohio
$5.93M
BAMG
168
Brand Asset Management Group
Missouri
$5.91M
PPH
169
Pure Portfolios Holdings
Oregon
$5.87M
IWC
170
Integrated Wealth Concepts
Massachusetts
$5.81M
SWM
171
SpringVest Wealth Management
Texas
$5.68M
FFA
172
Florida Financial Advisors
Florida
$5.64M
WRPWM
173
Werba Rubin Papier Wealth Management
California
$5.62M
CFA
174
Cahill Financial Advisors
Minnesota
$5.6M
Bank of New York Mellon
175
Bank of New York Mellon
New York
$5.58M