Osaic Holdings Inc. Has $331.52 Million Stake in Schwab U.S. Large-Cap Value ETF $SCHV

Posted by Donald Scott on Dec 15th, 2025

Osaic Holdings Inc. increased its position in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 3.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,980,931 shares of the company’s stock after purchasing an additional 426,274 shares during the period. Schwab U.S. Large-Cap Value ETF makes up about 0.6% of Osaic Holdings Inc.’s portfolio, making the stock its 18th biggest holding. Osaic Holdings Inc. owned approximately 2.62% of Schwab U.S. Large-Cap Value ETF worth $331,516,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Abound Wealth Management lifted its holdings in shares of Schwab U.S. Large-Cap Value ETF by 993.1% during the second quarter. Abound Wealth Management now owns 951 shares of the company’s stock worth $26,000 after buying an additional 864 shares in the last quarter. First Community Trust NA bought a new position in Schwab U.S. Large-Cap Value ETF during the second quarter worth about $33,000. Keener Financial Planning LLC acquired a new stake in Schwab U.S. Large-Cap Value ETF in the 2nd quarter worth about $34,000. Total Investment Management Inc. bought a new stake in Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at about $41,000. Finally, Atticus Wealth Management LLC bought a new stake in Schwab U.S. Large-Cap Value ETF in the 2nd quarter valued at about $54,000.

Schwab U.S. Large-Cap Value ETF Trading Down 0.5%

Shares of SCHV opened at $29.66 on Monday. Schwab U.S. Large-Cap Value ETF has a 12 month low of $23.08 and a 12 month high of $29.90. The firm’s 50 day moving average is $29.12 and its 200-day moving average is $28.47. The stock has a market capitalization of $14.04 billion, a PE ratio of 19.08 and a beta of 0.90.

About Schwab U.S. Large-Cap Value ETF

(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.