Schwab U.S. Large-Cap Value ETF (SCHV)
Schwab U.S. Large-Cap Value ETF $SCHV Shares Sold by Bank of New York Mellon Corp
Bank of New York Mellon Corp lessened its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 78.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,744 shares of the company's stock after selling 147,706 shares during the quarter.
Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
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SpaceX Landed In A Value ETF - That's The Least Interesting Thing About SCHV
Schwab US Large-Cap Value ETF outperformed expectations, returning ~23.6% vs. S&P 500's ~19% since July 2025, driven by evolving sector exposures. SCHV's portfolio now features increased AI infrastructure and technology weights, with Micron Technology leading at ~4%, reflecting the index's annual style-lock methodology. SpaceX's recent inclusion, though immaterial in weight, highlights SCHV's active-like sleeve and growth-tilted value approach, not a dilution of its core strategy.
SCHV: SpaceX's Inclusion In A Value ETF, Explained
Schwab US Large-Cap Value ETF recently acquired a small position in SpaceX post-IPO, raising concerns about style drift from its value mandate. At first glance, SpaceX's inclusion appears inconsistent with SCHV's value criteria, given its unprofitability, high price-to-book, and growth-focused capital allocation. SCHV's policy allows up to 10% of assets outside its core methodology, likely explaining the SpaceX position as a preemptive move for future index inclusion.
Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
Launched on December 11, 2009, the Schwab U.S. Large-Cap Value ETF (SCHV) is a passively managed exchange traded fund designed to provide a broad exposure to the Large Cap Value segment of the US equity market.
Dravo Bay LLC Purchases 54,469 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
Dravo Bay LLC raised its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 4.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,284,821 shares of the company's stock after buying an additional 54,469 shares during the quarter. Schwab U.S.
Assetmark Inc. Raises Stock Holdings in Schwab U.S. Large-Cap Value ETF $SCHV
Assetmark Inc. grew its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 62.4% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 82,518 shares of the company's stock after buying an additional 31,695 shares during the quarter. Assetmark
BCS Wealth Management Purchases 60,489 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
BCS Wealth Management boosted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 84.6% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 131,958 shares of the company's stock after acquiring an additional 60,489 shares during the
SCHV: A Relative Value Play In Rich, Uncertain Markets
Schwab U.S. Large-Cap Value ETF is rated a buy for its relative valuation advantage over the S&P 500 and broader U.S. indices. SCHV offers exposure to diversified, lower-valuation, value-oriented companies, positioning it more favorably amid current geopolitical and macroeconomic uncertainties as compared to the S&P 500. The pronounced valuation gap between value and growth stocks supports a tactical allocation shift toward the ETF, especially as growth multiples appear significantly stretched.
Secure Asset Management LLC Has $2.34 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV
Secure Asset Management LLC grew its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 50.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 78,846 shares of the company's stock after purchasing an additional 26,414 shares during
Sovran Advisors LLC Purchases 18,995 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
Sovran Advisors LLC lifted its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 64.8% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,307 shares of the company's stock after buying an additional 18,995 shares during
Schwab U.S. Large-Cap Value ETF $SCHV Stake Raised by Stratos Wealth Partners LTD.
Stratos Wealth Partners LTD. raised its holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 45.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 168,482 shares of the company's stock after acquiring an additional 52,912 shares during the quarter. Stratos
Savvy Advisors Inc. Grows Stake in Schwab U.S. Large-Cap Value ETF $SCHV
Savvy Advisors Inc. grew its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 17.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 244,641 shares of the company's stock after purchasing an additional 35,864
Schwab U.S. Large-Cap Value ETF $SCHV Holdings Lessened by Brady Martz Wealth Solutions LLC
Brady Martz Wealth Solutions LLC reduced its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 9.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,228,737 shares of the company's stock after selling 121,492 shares during
Should Schwab U.S. Large-Cap Value ETF (SCHV) Be on Your Investing Radar?
If you're interested in broad exposure to the Large Cap Value segment of the US equity market, look no further than the Schwab U.S. Large-Cap Value ETF (SCHV), a passively managed exchange traded fund launched on December 11, 2009.
Cypress Financial Planning LLC Takes $3.25 Million Position in Schwab U.S. Large-Cap Value ETF $SCHV
Cypress Financial Planning LLC acquired a new position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) in the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 109,891 shares of the company's stock, valued at approximately $3,254,000. Schwab U.S. Large-Cap Value
Schwab U.S. Large-Cap Value ETF $SCHV Stock Holdings Boosted by Avity Investment Management Inc.
Avity Investment Management Inc. grew its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 45.1% during the undefined quarter, according to the company in its most recent filing with the SEC. The firm owned 60,036 shares of the company's stock after purchasing an additional 18,660 shares during the quarter.
Ausdal Financial Partners Inc. Purchases 18,341 Shares of Schwab U.S. Large-Cap Value ETF $SCHV
Ausdal Financial Partners Inc. raised its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 99.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 36,725 shares of the company's stock after acquiring an additional 18,341 shares during
Compound Planning Inc. Has $60.86 Million Holdings in Schwab U.S. Large-Cap Value ETF $SCHV
Compound Planning Inc. raised its stake in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV) by 11.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,090,688 shares of the company's stock after buying an additional 209,251 shares during the quarter.