CX Institutional Decreases Stock Position in Schwab U.S. Large-Cap Value ETF $SCHV

Posted by George Bondi on Aug 4th, 2026

CX Institutional lowered its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 24.9% during the second quarter, HoldingsChannel reports. The firm owned 792,816 shares of the company’s stock after selling 262,270 shares during the period. CX Institutional’s holdings in Schwab U.S. Large-Cap Value ETF were worth $27,598,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. JPL Wealth Management LLC purchased a new position in shares of Schwab U.S. Large-Cap Value ETF in the third quarter valued at $26,000. Laurel Wealth Advisors LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter valued at $27,000. Ascentis Independent Advisors purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 1st quarter worth $32,000. IFC & Insurance Marketing Inc. purchased a new stake in Schwab U.S. Large-Cap Value ETF during the 4th quarter worth $38,000. Finally, Strategic Wealth Advisors LLC lifted its holdings in Schwab U.S. Large-Cap Value ETF by 95.6% in the 1st quarter. Strategic Wealth Advisors LLC now owns 1,526 shares of the company’s stock worth $46,000 after buying an additional 746 shares in the last quarter.

Schwab U.S. Large-Cap Value ETF Price Performance

Shares of SCHV stock opened at $34.28 on Tuesday. The company’s fifty day moving average price is $34.17 and its two-hundred day moving average price is $32.51. The firm has a market capitalization of $15.83 billion, a P/E ratio of 19.08 and a beta of 0.82. Schwab U.S. Large-Cap Value ETF has a 12 month low of $27.68 and a 12 month high of $35.05.

Schwab U.S. Large-Cap Value ETF Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 29th. Stockholders of record on Wednesday, June 24th were given a dividend of $0.1566 per share. The ex-dividend date of this dividend was Wednesday, June 24th. This is a positive change from Schwab U.S. Large-Cap Value ETF’s previous quarterly dividend of $0.14. This represents a $0.63 dividend on an annualized basis and a dividend yield of 1.8%.

Schwab U.S. Large-Cap Value ETF Company Profile

(Free Report)

Schwab U.S. Large-Cap Value ETF (the Fund) goal is to track the total return of the Dow Jones U.S. Large-Cap Value Total Stock Market Index (the Index). The Fund’s index includes the large-cap value portion of the Dow Jones U.S. Total Stock Market Index available to investors in the marketplace. The Dow Jones U.S. Large-Cap Value Total Stock Market Index includes the components ranked 1-750 by full market capitalization and that are classified as value. The Index is a float-adjusted market capitalization weighted index.