Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2024 (March 31)754holders
2famous investors
$75.26avg. 13F price*
At the end of Q1 2024, 754 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($831.7M) and Mather Group, Llc. ($736.0M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $85.5M |
| Exits | 41 | $112.2M |
Ownership 754 holders
| Financial Engines Advisors L.L.C. | 3.25% | Reduce -2.5% | 18,989,116 | $1.4B |
| Sei Investments Co. | 1.22% | Add +5.5% | 10,946,307 | $831.7M |
| Mather Group, Llc. | 11.62% | Reduce -0.4% | 10,499,898 | $736.0M |
| Osaic Holdings, Inc. | 0.78% | Reduce -19.2% | 4,575,921 | $347.7M |
| Avantax Planning Partners, Inc. | 10.08% | Reduce -1.8% | 4,097,514 | $311.3M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -5.5% | 3,641,282 | $276.7M |
| Wealth Enhancement Advisory Services, LLC | 0.54% | Reduce -57.9% | 2,753,534 | $209.2M |
| Mariner, LLC | 0.38% | Reduce -3.4% | 2,399,613 | $182.3M |
| Betterment LLC | 0.35% | Reduce -7.4% | 1,701,812 | $129.3M |
| Savant Capital, LLC | 1.13% | Reduce -2.8% | 1,293,972 | $98.3M |
| Gemmer Asset Management LLC | 11.34% | Add +1.5% | 1,286,125 | $97.7M |
| Krilogy Financial LLC | 6.41% | Reduce -0.4% | 1,099,973 | $83.6M |
| LPL Financial LLC | 0.04% | Add +3.0% | 1,080,245 | $82.1M |
| Moneta Group Investment Advisors LLC | 1.25% | Add +36.4% | 1,005,736 | $76.4M |
| Financial Advisors, LLC | 14.10% | Add +1.0% | 896,552 | $68.1M |
| Rainey & Randall Wealth Advisors Inc. | 15.87% | Add +1.9% | 893,401 | $67.9M |
| Mokosak Advisory Group, LLC | 22.02% | Add +6.7% | 877,937 | $66.7M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.3% | 658,543 | $50.0M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 646,574 | $49.1M |
| UBS Group AG | 0.02% | Reduce -0.0% | 626,679 | $47.6M |
| OneDigital Investment Advisors LLC | 0.73% | Reduce -3.6% | 612,654 | $46.5M |
| Financial Counselors Inc. | 0.78% | Reduce -6.4% | 608,506 | $46.2M |
| Bank of America Corp. | 0.00% | Add +10.8% | 552,406 | $42.0M |
| CX Institutional | 1.98% | Add +44.0% | 539,435 | $41.0M |
| Summit Wealth & Retirement Planning, Inc. | 13.69% | Add +5.2% | 505,542 | $38.4M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.7% | 462,963 | $35.0M |
| Dodds Wealth, LLC | 14.02% | Add +5.7% | 453,926 | $34.5M |
| GenWealth Group, Inc. | 8.46% | Add +2.3% | 441,799 | $33.6M |
| Cetera Investment Advisers | 0.08% | Add +209.3% | 431,996 | $32.8M |
| FAS Wealth Partners, Inc. | 2.80% | Reduce -3.6% | 415,591 | $31.6M |
| Northern Capital Management, Inc. | 21.69% | Add +23.0% | 409,198 | $31.1M |
| Prime Capital Investment Advisors, LLC | 0.42% | Add +27.3% | 396,179 | $30.1M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -3.5% | 386,170 | $29.3M |
| HRC Wealth Management, LLC | 21.20% | Reduce -0.0% | 381,820 | $29.0M |
| Ballast Advisors LLC | 9.71% | Add +6.4% | 379,350 | $28.8M |
| Focus Financial Network, Inc. | 1.38% | — | 393,472 | $28.3M |
| XML Financial, LLC | 2.83% | Reduce -1.0% | 363,201 | $27.6M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -0.1% | 355,580 | $27.0M |
| Wells Fargo & Company | 0.01% | Reduce -6.8% | 344,073 | $26.1M |
| Cooper Financial Group | 4.19% | Add +12.2% | 335,790 | $25.5M |
| Tradition Wealth Management, LLC | 2.56% | New | 333,171 | $25.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.8% | 329,654 | $25.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -33.4% | 327,132 | $24.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.56% | Reduce -3.2% | 326,333 | $24.8M |
| MAI Capital Management | 0.25% | Add +151.6% | 321,644 | $24.4M |
| Marshall Financial Group Inc. | 7.70% | Add +3.1% | 307,359 | $23.4M |
| GHP Investment Advisors, Inc. | 1.15% | Add +2.3% | 305,066 | $23.2M |
| Sage Financial Group Inc. | 1.91% | Reduce -2.4% | 279,435 | $21.2M |
| Creative Planning | 0.02% | Reduce -0.7% | 275,426 | $20.9M |
| Cerity Partners LLC | 0.05% | Add +0.1% | 273,792 | $20.8M |
| Apollon Wealth Management, LLC | 0.65% | Reduce -5.0% | 269,654 | $20.5M |
| Summit Asset Management, LLC | 2.35% | Add +3.4% | 261,242 | $19.8M |
| Black Diamond Financial, LLC | 4.85% | No change | 255,768 | $17.9M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +120.9% | 233,584 | $17.7M |
| Avantax Advisory Services, Inc. | 0.16% | Add +54.7% | 232,135 | $17.6M |
| Noble Family Wealth, LLC | 4.99% | Reduce -7.3% | 230,821 | $17.5M |
| Garde Capital, Inc. | 1.20% | Reduce -4.1% | 225,761 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.6% | 217,556 | $16.5M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.09% | Reduce -50.4% | 217,526 | $16.5M |
| Denver PWM, LLC | 6.20% | New | 215,616 | $16.1M |
| Cape Investment Advisory, Inc. | 7.19% | Add +1.1% | 202,470 | $15.4M |
| Seneca Financial Advisors LLC | 8.13% | Add +1.5% | 200,794 | $15.3M |
| Kestra Advisory Services, LLC | 0.10% | Add +41.1% | 200,332 | $15.2M |
| Ally Invest Advisors Inc. | 1.46% | Add +19.2% | 193,838 | $14.7M |
| Compound Planning, Inc. | 1.36% | Add +118.5% | 193,757 | $14.7M |
| MML Investors Services, LLC | 0.06% | Reduce -8.2% | 193,108 | $14.7M |
| Mutual Advisors, LLC | 0.47% | Reduce -0.1% | 192,256 | $14.6M |
| Cornerstone Wealth Advisors, Inc. | 4.49% | Reduce -2.0% | 191,998 | $14.6M |
| Perigon Wealth Management, LLC | 0.42% | Add +4.0% | 181,058 | $13.8M |
| Martel Wealth Advisors LLC | 2.93% | Reduce -1.7% | 177,784 | $13.5M |
| Global Strategic Investment Solutions, LLC | 1.56% | Add +0.1% | 175,553 | $13.3M |
| Goepper Burkhardt LLC | 6.12% | Reduce -3.2% | 175,546 | $13.1M |
| Ethos Financial Group, LLC | 2.46% | Add +4.0% | 169,263 | $12.9M |
| Integrated Advisors Network LLC | 0.63% | Reduce -7.9% | 162,612 | $12.4M |
| LCNB Corp. | 4.21% | Add +7.7% | 153,226 | $11.6M |
| CW Advisors, LLC | 0.19% | Reduce -0.1% | 145,689 | $11.1M |
| Retirement Guys Formula LLC | 5.29% | Add +0.5% | 142,730 | $10.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.34% | Reduce -0.5% | 142,581 | $10.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +184.4% | 217,671 | $10.8M |
| US Bancorp \de | 0.01% | Reduce -13.6% | 140,428 | $10.7M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.35% | Add +21.3% | 139,084 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +19.7% | 138,934 | $10.6M |
| Bogart Wealth, LLC | 0.54% | Reduce -0.5% | 137,790 | $10.5M |
| USAdvisors Wealth Management, LLC | 3.67% | Add +8.0% | 128,319 | $9.7M |
| ProVise Management Group, LLC | 0.82% | Reduce -34.7% | 124,424 | $9.5M |
| Councilor Wealth, LLC | 4.55% | Add +7.0% | 119,710 | $9.1M |
| EWG Elevate Inc. | 3.44% | Reduce -10.5% | 119,143 | $9.1M |
| Focus Partners Advisor Solutions, LLC | 0.26% | Add +569.8% | 118,887 | $9.0M |
| Independent Solutions Wealth Management, LLC | 2.12% | Add +6.3% | 117,395 | $8.9M |
| Gill Capital Partners, LLC | 3.58% | Add +3.5% | 122,223 | $8.9M |
| Total Wealth Planning, LLC | 1.51% | Reduce -7.3% | 115,983 | $8.8M |
| Harbor Group, Inc. | 2.32% | Reduce -0.5% | 115,954 | $8.8M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -0.3% | 113,443 | $8.6M |
| White Pine Investment CO | 2.54% | Add +2.9% | 113,387 | $8.6M |
| Weinberger Asset Management, Inc | 4.15% | Reduce -0.5% | 113,050 | $8.6M |
| WealthShield Partners, LLC | 1.38% | Add +7.8% | 112,509 | $8.5M |
| Capital Planning LLC | 2.72% | Reduce -1.4% | 109,892 | $8.3M |
| Ackerman Capital Advisors, LLC | 2.28% | Reduce -2.4% | 108,739 | $8.3M |
| HBK Sorce Advisory LLC | 0.29% | Reduce -1.4% | 107,058 | $8.1M |
| Captrust Financial Advisors | 0.03% | Reduce -23.2% | 106,899 | $8.1M |
"% 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.