Schwab US Large-Cap ValueSCHVETF
13F holders, Q2 2026 (June 30)995holders +24
82new positions
48sold out
4famous investors
$34.67avg. 13F price*
At the end of Q2 2026, 995 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 24 from Q1 2026. 82 opened new positions and 48 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.6B), Sei Investments Co. ($1.6B) and Envestnet Asset Management Inc. ($451.2M). 4 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $47.5M |
| Exits | 48 | $39.8M |
All 13F filers, Q1 2026 → Q2 2026: 12,501,853 shares bought and 40,742,325 shares sold, net −28,240,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 995 holders
| Financial Engines Advisors L.L.C. | 2.87% | Reduce -4.0% | 46,499,260 | $1.6B |
| Sei Investments Co. | 1.38% | Add +0.6% | 45,024,906 | $1.6B |
| Envestnet Asset Management Inc. | 0.11% | Reduce -29.1% | 12,960,727 | $451.2M |
| Avantax Planning Partners, Inc. | 8.85% | Reduce -0.0% | 10,212,910 | $355.5M |
| Mather Group, Llc. | 3.07% | Reduce -71.4% | 10,099,022 | $351.5M |
| Mariner, LLC | 0.33% | Reduce -0.3% | 9,144,880 | $318.3M |
| Osaic Holdings, Inc. | 0.36% | Reduce -21.0% | 8,912,979 | $310.3M |
| Vantagepoint Investment Advisers LLC | 2.02% | Reduce -3.7% | 7,753,808 | $269.9M |
| Savant Capital, LLC | 0.61% | Add +105.1% | 6,378,613 | $208.7M |
| Moneta Group Investment Advisors LLC | 1.36% | Add +4.5% | 5,291,984 | $184.2M |
| Beacon Pointe Advisors, LLC | 0.64% | Add +1.2% | 3,917,972 | $136.4M |
| Betterment LLC | 0.23% | Reduce -3.3% | 3,867,616 | $134.6M |
| Wealth Enhancement Advisory Services, LLC | 0.22% | Reduce -2.2% | 3,727,556 | $128.2M |
| LPL Financial LLC | 0.03% | Add +10.9% | 3,674,944 | $127.9M |
| Cetera Investment Advisers | 0.11% | Add +0.8% | 3,571,303 | $124.3M |
| Gemmer Asset Management LLC | 7.89% | Reduce -1.7% | 3,373,480 | $117.4M |
| Rainey & Randall Wealth Advisors Inc. | 15.01% | Add +0.7% | 3,018,201 | $105.1M |
| Mokosak Advisory Group, LLC | 22.72% | Add +0.2% | 3,013,603 | $104.9M |
| Krilogy Financial LLC | 2.97% | Add +0.3% | 2,880,128 | $100.3M |
| Morgan Stanley | 0.01% | Reduce -8.4% | 2,779,835 | $96.8M |
| Ameriprise Financial Inc. | 0.02% | Add +3.6% | 2,705,341 | $94.2M |
| UBS Group AG | 0.01% | Reduce -0.9% | 2,701,363 | $94.0M |
| HighTower Advisors, LLC | 0.09% | Reduce -1.2% | 2,625,413 | $91.4M |
| Exchange Traded Concepts, LLC | 0.41% | Add +14.5% | 2,402,516 | $83.6M |
| Cooper Financial Group | 6.58% | Add +6.6% | 2,276,475 | $79.2M |
| Compound Planning, Inc. | 1.83% | Add +1.9% | 2,011,430 | $70.0M |
| Bank of America Corp. | 0.00% | Add +1.6% | 1,921,981 | $66.9M |
| Creative Planning | 0.04% | Reduce -4.3% | 1,836,443 | $63.9M |
| Summit Wealth & Retirement Planning, Inc. | 13.11% | Add +3.1% | 1,777,034 | $61.9M |
| Black Diamond Financial, LLC | 5.40% | Add +24.7% | 1,759,449 | $61.2M |
| World Investment Advisors | 1.00% | Reduce -0.3% | 1,970,475 | $60.2M |
| Financial Management Professionals, Inc. | 5.68% | Reduce -0.3% | 1,721,114 | $59.9M |
| GenWealth Group, Inc. | 9.12% | Reduce -1.3% | 1,681,637 | $58.5M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Add +4.0% | 1,627,002 | $56.6M |
| United Capital Financial Advisors, LLC | 0.31% | Reduce -1.6% | 1,599,656 | $55.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1.0% | 1,568,627 | $54.5M |
| Dravo Bay LLC | 17.52% | Add +9.4% | 1,454,110 | $50.6M |
| Northern Capital Management, Inc. | 20.97% | Add +3.3% | 1,412,672 | $49.2M |
| Captrust Financial Advisors | 0.07% | Add +21.2% | 1,333,572 | $46.4M |
| HRC Wealth Management, LLC | 18.55% | Reduce -0.5% | 1,302,258 | $45.3M |
| Thrivent Financial for Lutherans | 0.08% | Add +2.5% | 1,299,421 | $45.2M |
| XML Financial, LLC | 3.18% | Add +0.8% | 1,253,900 | $43.6M |
| Summit Asset Management, LLC | 5.46% | Reduce -0.6% | 1,224,848 | $42.6M |
| Veery Capital, LLC | 11.18% | Add +2.4% | 1,196,106 | $41.6M |
| MML Investors Services, LLC | 0.08% | Add +28.8% | 1,186,101 | $41.3M |
| Ballast Advisors LLC | 9.79% | Reduce -1.2% | 1,179,966 | $41.1M |
| Cerity Partners LLC | 0.05% | Add +58.1% | 1,744,278 | $41.0M |
| Brady Martz Wealth Solutions, LLC | 5.96% | Reduce -0.1% | 1,134,296 | $39.5M |
| Nicolet Bankshares Inc. | 1.25% | Reduce -5.6% | 1,126,459 | $39.2M |
| Midwest Trust Co | 0.44% | Reduce -1.4% | 1,122,636 | $39.1M |
| Financial Advisors Network, Inc. | 4.68% | Add +3.5% | 1,097,487 | $38.2M |
| MAI Capital Management | 0.14% | Add +6.6% | 1,082,922 | $37.7M |
| FAS Wealth Partners, Inc. | 1.92% | Reduce -1.0% | 1,057,653 | $36.8M |
| GHP Investment Advisors, Inc. | 1.33% | Add +1.4% | 1,038,715 | $36.2M |
| Dodds Wealth, LLC | 8.07% | Reduce -1.1% | 1,030,077 | $35.9M |
| Southern Michigan Bank & Trust | 12.62% | Add +1.8% | 1,019,784 | $35.5M |
| Serenity Investment Advisors | 14.53% | Add +1.9% | 979,372 | $34.1M |
| Ally Invest Advisors Inc. | 2.06% | Add +1.4% | 978,090 | $34.0M |
| Global Retirement Partners, LLC | 0.51% | — | 960,177 | $33.4M |
| Tradition Wealth Management, LLC | 2.03% | Add +0.8% | 952,665 | $33.2M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 897,263 | $31.2M |
| KRM Wealth Management L.L.C. | 13.57% | Add +6.5% | 885,859 | $30.8M |
| Merit Financial Group, LLC | 0.19% | Add +9.4% | 880,325 | $30.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +6.1% | 861,170 | $30.0M |
| Royal Bank of Canada | 0.00% | Add +7.3% | 807,850 | $28.1M |
| Persium Advisors, LLC | 18.21% | Reduce -3.2% | 801,823 | $27.9M |
| CX Institutional | 0.80% | Reduce -24.9% | 792,816 | $27.6M |
| Sage Financial Group Inc. | 1.50% | Add +0.6% | 776,729 | $27.0M |
| Envestnet Portfolio Solutions, Inc. | 0.13% | Reduce -33.5% | 774,931 | $27.0M |
| Wells Fargo & Company | 0.00% | Reduce -5.5% | 774,489 | $27.0M |
| Noble Family Wealth, LLC | 4.54% | Add +0.5% | 728,348 | $25.4M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.2% | 717,101 | $25.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.92% | Add +1.8% | 699,917 | $24.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.9% | 672,608 | $23.4M |
| OneDigital Investment Advisors LLC | 0.20% | Reduce -3.4% | 671,980 | $23.4M |
| Meriwether Wealth & Planning, LLC | 11.58% | Add +2.3% | 671,004 | $23.4M |
| Tudor Investment Corporation | 0.10% | Add +117.2% | 667,145 | $23.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -2.9% | 661,485 | $23.0M |
| Cornerstone Wealth Advisors, Inc. | 4.76% | Add +1.4% | 652,147 | $22.7M |
| Perigon Wealth Management, LLC | 0.36% | Add +2.5% | 644,939 | $22.5M |
| Farther Finance Advisors, LLC | 0.18% | Add +13.1% | 643,155 | $22.4M |
| Choreo, LLC | 0.25% | Reduce -1.6% | 643,100 | $22.4M |
| LCNB Corp. | 6.85% | Reduce -1.8% | 641,729 | $22.3M |
| Prime Capital Investment Advisors, LLC | 0.21% | Reduce -3.5% | 636,448 | $22.2M |
| Seneca Financial Advisors LLC | 5.64% | Reduce -2.3% | 624,063 | $21.7M |
| Focus Partners Wealth | 0.02% | Reduce -8.8% | 607,840 | $21.2M |
| Mutual Advisors, LLC | 0.40% | Add +8.9% | 606,554 | $21.1M |
| Cape Investment Advisory, Inc. | 5.60% | Add +0.0% | 601,890 | $21.0M |
| Focus Financial Network, Inc. | 0.65% | Reduce -5.8% | 600,252 | $20.9M |
| Ethos Financial Group, LLC | 1.38% | Reduce -12.0% | 610,180 | $20.6M |
| Seek First Inc. | 12.97% | Add +1.7% | 589,947 | $20.5M |
| YANKCOM Partnership | 7.31% | Add +9.2% | 585,528 | $20.4M |
| Garde Capital, Inc. | 0.91% | Reduce -1.4% | 582,638 | $20.3M |
| Odyssey Group, LLC | 5.48% | — | 581,116 | $20.2M |
| Whitaker-Myers Wealth Managers, LTD. | 3.35% | Reduce -0.2% | 576,393 | $20.1M |
| EP Wealth Advisors, LLC | 0.08% | Add +179.7% | 572,184 | $19.9M |
| Payne Capital Management, LLC | 5.20% | Add +3.1% | 560,537 | $19.5M |
| JBGlobal.com LLC | 16.91% | Reduce -1.4% | 555,333 | $19.3M |
| Denver PWM, LLC | 6.16% | Add +2.0% | 532,138 | $18.8M |
| Spectrum Asset Management, Inc. (NB/CA) | 5.07% | Add +10.5% | 524,862 | $18.3M |
"% of holder's portfolio" is SCHV's weight in each manager's 13F, not the share of Schwab US Large-Cap Value the manager owns.