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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
GIA
151
Gladstone Institutional Advisory
Florida
$7.83M
WAM
152
Weinberger Asset Management
California
$7.63M
LWM
153
Lighthouse Wealth Management
Ohio
$7.63M
CAM
154
Cresset Asset Management
Illinois
$7.62M
SF
155
Sun Financial
Utah
$7.52M
AFP
156
Arnold Financial Planning
Iowa
$7.3M
BF
157
Baring Financial
Washington
$7.18M
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$7.15M
LTL
159
Lowery Thomas LLC
California
$6.98M
SAI
160
Savvy Advisors Inc
New York
$6.96M
US Bancorp
161
US Bancorp
Minnesota
$6.91M
CWM
162
Cadence Wealth Management
Massachusetts
$6.87M
PIA
163
Panoramic Investment Advisors
Colorado
$6.84M
C
164
Certuity
Florida
$6.76M
BCM
165
Brookstone Capital Management
Illinois
$6.73M
PMG
166
ProVise Management Group
Florida
$6.68M
QCM
167
Quantinno Capital Management
New York
$6.6M
CAG
168
Curtis Advisory Group
California
$6.56M
IFS
169
Ifrah Financial Services
Arkansas
$6.54M
PFWA
170
Paces Ferry Wealth Advisors
Georgia
$6.43M
GWS
171
Glassman Wealth Services
Virginia
$6.34M
AC
172
Avant Capital
Louisiana
$6.31M
BWA
173
BlueSky Wealth Advisors
North Carolina
$6.29M
EWA
174
EP Wealth Advisors
California
$6.24M
VFS
175
Valpey Financial Services
New Hampshire
$6.19M