Schwab US Large-Cap ValueSCHVETF
13F holders, Q2 2024 (June 30)764holders +10
49new positions
43sold out
3famous investors
$74.33avg. 13F price*
At the end of Q2 2024, 764 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 10 from Q1 2024. 49 opened new positions and 43 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($851.9M) and Mather Group, Llc. ($845.5M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $92.8M |
| Exits | 43 | $16.4M |
All 13F filers, Q1 2024 → Q2 2024: 4,438,386 shares bought and 2,623,914 shares sold, net +1,814,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 764 holders
| Financial Engines Advisors L.L.C. | 3.09% | Reduce -1.8% | 18,645,053 | $1.4B |
| Sei Investments Co. | 1.21% | Add +5.1% | 11,499,907 | $851.9M |
| Mather Group, Llc. | 10.41% | Add +6.0% | 11,127,954 | $845.5M |
| Osaic Holdings, Inc. | 0.78% | Reduce -2.6% | 4,457,686 | $330.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +10.5% | 4,023,662 | $298.1M |
| Avantax Planning Partners, Inc. | 9.57% | Reduce -1.9% | 4,020,474 | $297.8M |
| Wealth Enhancement Advisory Services, LLC | 0.45% | Reduce -6.2% | 2,582,373 | $191.3M |
| Mariner, LLC | 0.35% | Add +2.0% | 2,447,084 | $181.3M |
| Betterment LLC | 0.32% | Reduce -3.0% | 1,650,491 | $122.3M |
| Gemmer Asset Management LLC | 10.61% | Add +4.0% | 1,337,883 | $99.1M |
| Savant Capital, LLC | 0.93% | Reduce -3.2% | 1,252,068 | $92.8M |
| Krilogy Financial LLC | 5.99% | Reduce -0.4% | 1,095,918 | $81.2M |
| LPL Financial LLC | 0.04% | Add +0.4% | 1,084,738 | $80.4M |
| Moneta Group Investment Advisors LLC | 1.20% | Add +1.2% | 1,018,008 | $75.4M |
| Rainey & Randall Wealth Advisors Inc. | 15.94% | Add +1.5% | 907,154 | $67.6M |
| Financial Advisors, LLC | 13.62% | Add +0.3% | 899,034 | $66.6M |
| Mokosak Advisory Group, LLC | 21.66% | Add +0.8% | 884,548 | $65.5M |
| HighTower Advisors, LLC | 0.09% | New | 753,335 | $55.8M |
| Morgan Stanley | 0.00% | Add +3.8% | 671,408 | $49.7M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.7% | 647,285 | $48.0M |
| CX Institutional | 2.13% | Add +13.4% | 611,661 | $45.3M |
| Financial Counselors Inc. | 0.71% | Reduce -2.1% | 595,467 | $44.1M |
| UBS Group AG | 0.01% | Reduce -5.3% | 593,329 | $44.0M |
| Bank of America Corp. | 0.00% | Add +4.2% | 575,463 | $42.6M |
| OneDigital Investment Advisors LLC | 0.51% | Reduce -9.4% | 554,866 | $41.1M |
| Summit Wealth & Retirement Planning, Inc. | 13.17% | Add +3.3% | 522,226 | $38.7M |
| Dodds Wealth, LLC | 12.86% | Reduce -2.0% | 444,887 | $32.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.6% | 441,795 | $32.7M |
| GenWealth Group, Inc. | 8.00% | Reduce -0.7% | 438,568 | $32.5M |
| Cetera Investment Advisers | 0.07% | Reduce -5.1% | 410,116 | $30.4M |
| FAS Wealth Partners, Inc. | 2.60% | Reduce -2.2% | 406,629 | $30.1M |
| Focus Financial Network, Inc. | 1.28% | Reduce -1.2% | 388,595 | $30.0M |
| Cooper Financial Group | 4.37% | Add +19.6% | 401,687 | $29.8M |
| Thrivent Financial for Lutherans | 0.06% | Add +3.7% | 400,608 | $29.7M |
| Northern Capital Management, Inc. | 19.80% | Reduce -2.1% | 400,547 | $29.7M |
| HRC Wealth Management, LLC | 19.78% | Add +2.1% | 389,917 | $28.9M |
| Ballast Advisors LLC | 8.97% | Add +0.6% | 381,549 | $28.3M |
| XML Financial, LLC | 2.77% | Add +2.3% | 371,618 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +3.1% | 354,802 | $26.3M |
| Beacon Pointe Advisors, LLC | 0.30% | Reduce -4.5% | 339,717 | $25.2M |
| Compound Planning, Inc. | 1.86% | Add +75.1% | 339,258 | $25.1M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -16.8% | 329,670 | $24.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.52% | Reduce -0.5% | 324,800 | $24.1M |
| MAI Capital Management | 0.24% | Add +0.8% | 324,292 | $24.0M |
| Marshall Financial Group Inc. | 7.63% | Add +3.3% | 317,575 | $23.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.1% | 313,679 | $23.2M |
| Black Diamond Financial, LLC | 4.48% | Add +22.3% | 312,884 | $23.2M |
| GHP Investment Advisors, Inc. | 1.14% | Add +0.9% | 307,713 | $22.8M |
| Avantax Advisory Services, Inc. | 0.16% | Add +30.4% | 302,779 | $22.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.5% | 301,522 | $22.3M |
| Tradition Wealth Management, LLC | 2.15% | Reduce -10.0% | 299,895 | $22.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +67.8% | 336,125 | $21.2M |
| Sage Financial Group Inc. | 1.76% | Reduce -2.0% | 273,788 | $20.3M |
| Creative Planning | 0.02% | Reduce -1.8% | 270,464 | $20.0M |
| Summit Asset Management, LLC | 2.36% | Add +3.4% | 270,229 | $20.0M |
| Cerity Partners LLC | 0.05% | Reduce -1.6% | 269,480 | $20.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +8.1% | 252,517 | $18.7M |
| Noble Family Wealth, LLC | 4.92% | Reduce -0.0% | 230,755 | $17.1M |
| Denver PWM, LLC | 6.71% | Add +5.3% | 227,060 | $16.8M |
| Ally Invest Advisors Inc. | 1.58% | Add +14.3% | 221,495 | $16.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.46% | Reduce -0.4% | 216,571 | $16.1M |
| Garde Capital, Inc. | 1.11% | Reduce -4.5% | 215,593 | $16.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 205,528 | $15.2M |
| Seneca Financial Advisors LLC | 7.85% | Add +1.9% | 204,604 | $15.2M |
| Cape Investment Advisory, Inc. | 6.72% | Reduce -0.3% | 201,928 | $15.0M |
| Mutual Advisors, LLC | 0.45% | Add +0.0% | 192,335 | $14.8M |
| MML Investors Services, LLC | 0.06% | Reduce -0.4% | 192,422 | $14.3M |
| Cornerstone Wealth Advisors, Inc. | 4.21% | Reduce -1.1% | 189,955 | $14.1M |
| Perigon Wealth Management, LLC | 0.39% | Add +1.0% | 182,875 | $13.5M |
| Martel Wealth Advisors LLC | 2.79% | Reduce -1.2% | 175,695 | $13.0M |
| Global Strategic Investment Solutions, LLC | 1.57% | Reduce -0.0% | 175,536 | $13.0M |
| Ethos Financial Group, LLC | 2.31% | Add +3.0% | 174,357 | $13.0M |
| Goepper Burkhardt LLC | 5.79% | Reduce -1.7% | 172,620 | $12.8M |
| Bank Hapoalim BM | 1.84% | New | 168,000 | $12.4M |
| Integrated Advisors Network LLC | 0.61% | Reduce -1.7% | 159,894 | $11.8M |
| LCNB Corp. | 4.41% | Add +3.9% | 159,261 | $11.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.37% | Add +12.6% | 156,637 | $11.6M |
| Bogart Wealth, LLC | 0.55% | Add +6.0% | 146,090 | $10.8M |
| CW Advisors, LLC | 0.17% | Reduce -0.0% | 145,647 | $10.8M |
| USAdvisors Wealth Management, LLC | 3.77% | Reduce -17.2% | 106,241 | $10.7M |
| Retirement Guys Formula LLC | 5.10% | Add +0.6% | 143,645 | $10.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -2.3% | 139,240 | $10.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -38.0% | 134,936 | $10.0M |
| US Bancorp \de | 0.01% | Reduce -9.0% | 127,814 | $9.5M |
| Gill Capital Partners, LLC | 3.59% | Add +2.5% | 125,274 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -10.8% | 124,002 | $9.2M |
| Ackerman Capital Advisors, LLC | 2.39% | Add +11.9% | 121,656 | $9.0M |
| James J. Burns & Company, LLC | 1.73% | Add +40.0% | 118,761 | $8.8M |
| EWG Elevate Inc. | 3.20% | Reduce -0.8% | 118,247 | $8.8M |
| Independent Solutions Wealth Management, LLC | 2.00% | Add +0.4% | 117,896 | $8.7M |
| White Pine Investment CO | 2.52% | Add +1.9% | 115,574 | $8.6M |
| Total Wealth Planning, LLC | 1.38% | Reduce -5.8% | 109,194 | $8.4M |
| Harbor Group, Inc. | 2.15% | Reduce -2.0% | 113,581 | $8.4M |
| Sunbelt Securities, Inc. | 0.85% | Add +7.8% | 111,765 | $8.3M |
| WealthShield Partners, LLC | 1.24% | Reduce -2.7% | 109,428 | $8.2M |
| Weinberger Asset Management, Inc | 3.83% | Reduce -3.0% | 109,660 | $8.1M |
| Capital Planning LLC | 2.41% | Reduce -1.9% | 107,814 | $8.0M |
| Focus Partners Wealth | 0.03% | Add +102.6% | 108,042 | $8.0M |
| Captrust Financial Advisors | 0.03% | Add +0.5% | 107,481 | $8.0M |
| Councilor Wealth, LLC | 4.08% | Reduce -10.8% | 106,750 | $7.9M |
"% 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.