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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
Corient Private Wealth
176
Corient Private Wealth
Florida
$5.54M
EWA
177
EP Wealth Advisors
California
$5.51M
CAWM
178
Capital Advisors Wealth Management
Washington
$5.41M
SA
179
Sanctuary Advisors
Indiana
$5.41M
WIA
180
Westbourne Investment Advisors
Maryland
$5.41M
MSFS
181
Main Street Financial Solutions
Pennsylvania
$5.4M
LFP
182
Leeward Financial Partners
Washington
$5.26M
RI
183
Rinkey Investments
California
$5.2M
AWM
184
Apex Wealth Management
New Hampshire
$5.17M
SKK
185
Shepherd Kaplan Krochuk
Massachusetts
$5.15M
GFWA
186
Grey Fox Wealth Advisors
Delaware
$5.11M
MWM
187
Meridian Wealth Management
Kentucky
$5.09M
SWP
188
Stratos Wealth Partners
Ohio
$4.99M
Baird Financial Group
189
Baird Financial Group
Wisconsin
$4.87M
NHT
190
New Hampshire Trust
New Hampshire
$4.85M
SWM
191
SeaCrest Wealth Management
New York
$4.85M
BWM
192
Brown Wealth Management
Illinois
$4.78M
EFG
193
Embree Financial Group
Illinois
$4.75M
DWM
194
Dakota Wealth Management
Florida
$4.75M
CCG
195
Coastwise Capital Group
California
$4.68M
SFA
196
Sequoia Financial Advisors
Ohio
$4.66M
NDSI
197
Newman Dignan & Sheerar Inc
Rhode Island
$4.65M
OCM
198
One Capital Management
California
$4.64M
RIA
199
Retirement Investment Advisors
Oklahoma
$4.62M
GBFP
200
Golden Bell Financial Planning
Georgia
$4.52M