Schwab US Large-Cap ValueSCHVETF
13F holders, Q3 2024 (September 30)788holders +24
55new positions
38sold out
4famous investors
$76.93avg. 13F price*
At the end of Q3 2024, 788 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 24 from Q2 2024. 55 opened new positions and 38 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($975.2M) and Mather Group, Llc. ($863.6M). 4 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $29.1M |
| Exits | 38 | $17.7M |
All 13F filers, Q2 2024 → Q3 2024: 9,642,483 shares bought and 3,013,073 shares sold, net +6,629,410 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Financial Engines Advisors L.L.C. | 3.17% | Add +4.5% | 19,476,341 | $1.5B |
| Sei Investments Co. | 1.27% | Add +5.5% | 12,134,463 | $975.2M |
| Mather Group, Llc. | 11.09% | Reduce -3.4% | 10,745,795 | $863.6M |
| Envestnet Asset Management Inc. | 0.13% | Add +20.6% | 4,852,082 | $390.0M |
| Osaic Holdings, Inc. | 0.77% | Reduce -5.0% | 4,237,217 | $340.6M |
| Avantax Planning Partners, Inc. | 9.53% | Reduce -17.8% | 3,306,600 | $265.8M |
| Mariner, LLC | 0.38% | Add +8.7% | 2,659,047 | $213.7M |
| Wealth Enhancement Advisory Services, LLC | 0.44% | Reduce -1.3% | 2,549,611 | $204.9M |
| Betterment LLC | 0.31% | Reduce -2.7% | 1,605,701 | $129.1M |
| Gemmer Asset Management LLC | 10.97% | Add +2.0% | 1,364,738 | $109.7M |
| Savant Capital, LLC | 0.80% | Reduce -3.9% | 1,203,009 | $96.7M |
| Moneta Group Investment Advisors LLC | 1.29% | Add +225.3% | 3,311,151 | $88.7M |
| LPL Financial LLC | 0.04% | Add +1.5% | 1,101,361 | $88.5M |
| Mokosak Advisory Group, LLC | 22.36% | Add +4.9% | 927,645 | $74.6M |
| Rainey & Randall Wealth Advisors Inc. | 15.90% | Add +1.5% | 921,158 | $74.0M |
| Financial Advisors, LLC | 14.01% | Add +1.8% | 915,049 | $73.5M |
| Krilogy Financial LLC | 4.87% | Reduce -19.7% | 879,549 | $70.7M |
| HighTower Advisors, LLC | 0.09% | Reduce -2.2% | 737,026 | $59.2M |
| Morgan Stanley | 0.00% | Add +5.2% | 706,549 | $56.8M |
| United Capital Financial Advisors, LLC | 0.43% | Reduce -0.7% | 642,500 | $51.6M |
| UBS Group AG | 0.01% | Add +6.8% | 633,491 | $50.9M |
| Financial Counselors Inc. | 0.69% | Reduce -2.0% | 583,815 | $46.9M |
| OneDigital Investment Advisors LLC | 0.50% | Reduce -1.3% | 547,854 | $44.0M |
| Bank of America Corp. | 0.00% | Reduce -5.5% | 543,592 | $43.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.86% | Add +3.4% | 540,114 | $43.4M |
| GenWealth Group, Inc. | 8.40% | Add +3.7% | 454,714 | $36.5M |
| Ameriprise Financial Inc. | 0.01% | Add +1.8% | 449,776 | $36.1M |
| Cooper Financial Group | 4.67% | Add +11.4% | 447,324 | $36.0M |
| Dodds Wealth, LLC | 11.69% | Add +194.7% | 1,310,932 | $35.1M |
| CX Institutional | 1.55% | Reduce -29.0% | 434,437 | $34.9M |
| Compound Planning, Inc. | 2.16% | Add +26.9% | 430,514 | $34.6M |
| Dravo Bay LLC | 16.79% | Add +497.1% | 406,171 | $32.6M |
| Cetera Investment Advisers | 0.07% | Reduce -1.0% | 406,003 | $32.6M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.3% | 405,946 | $32.6M |
| FAS Wealth Partners, Inc. | 2.59% | Reduce -0.4% | 405,111 | $32.6M |
| Northern Capital Management, Inc. | 20.22% | Reduce -0.6% | 398,056 | $32.0M |
| HRC Wealth Management, LLC | 20.24% | Reduce -0.0% | 389,865 | $31.3M |
| XML Financial, LLC | 2.87% | Add +3.4% | 384,293 | $30.9M |
| Ballast Advisors LLC | 9.54% | Add +0.7% | 384,212 | $30.9M |
| Focus Financial Network, Inc. | 1.23% | Reduce -3.3% | 375,949 | $30.2M |
| MIdWestOne Financial Group, Inc. | 4.15% | Add +301.7% | 373,935 | $30.1M |
| Avantax Advisory Services, Inc. | 0.19% | Add +20.9% | 365,992 | $29.4M |
| Black Diamond Financial, LLC | 4.73% | Add +10.5% | 345,655 | $27.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.7% | 345,167 | $27.7M |
| Marshall Financial Group Inc. | 8.10% | Add +5.1% | 333,707 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +9.6% | 330,419 | $26.6M |
| Beacon Pointe Advisors, LLC | 0.31% | Reduce -3.0% | 329,565 | $26.5M |
| MAI Capital Management | 0.25% | Reduce -0.7% | 322,102 | $25.9M |
| GHP Investment Advisors, Inc. | 1.15% | Add +1.7% | 313,067 | $25.2M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -5.9% | 310,141 | $24.9M |
| Tradition Wealth Management, LLC | 2.20% | Add +2.3% | 306,635 | $24.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.56% | Reduce -6.3% | 304,277 | $24.5M |
| Veery Capital, LLC | 8.63% | Add +353.8% | 286,096 | $23.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +13.0% | 285,378 | $22.9M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -17.4% | 277,478 | $22.3M |
| Summit Asset Management, LLC | 2.53% | Add +2.0% | 275,701 | $22.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -13.3% | 271,958 | $21.9M |
| Sage Financial Group Inc. | 1.78% | Reduce -1.2% | 270,545 | $21.7M |
| Cerity Partners LLC | 0.05% | Reduce -0.1% | 269,276 | $21.6M |
| Creative Planning | 0.02% | Reduce -5.8% | 254,757 | $20.5M |
| Captrust Financial Advisors | 0.06% | Add +128.1% | 245,164 | $19.7M |
| Denver PWM, LLC | 7.04% | Add +1.6% | 230,667 | $18.5M |
| Noble Family Wealth, LLC | 4.97% | Reduce -0.3% | 230,085 | $18.5M |
| Ally Invest Advisors Inc. | 1.60% | Add +1.4% | 224,509 | $18.0M |
| World Investment Advisors | 0.55% | Add +1175.5% | 217,084 | $17.4M |
| Seneca Financial Advisors LLC | 8.38% | Add +4.8% | 214,406 | $17.2M |
| MML Investors Services, LLC | 0.06% | Add +9.9% | 211,470 | $17.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 208,127 | $16.7M |
| Garde Capital, Inc. | 1.09% | Reduce -4.3% | 206,305 | $16.6M |
| Cape Investment Advisory, Inc. | 6.66% | Add +1.3% | 204,510 | $16.4M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.74% | Reduce -8.5% | 198,162 | $15.9M |
| Mutual Advisors, LLC | 0.45% | Add +199.4% | 575,894 | $15.5M |
| Cornerstone Wealth Advisors, Inc. | 4.23% | Reduce -0.4% | 189,210 | $15.2M |
| Wealthcare Advisory Partners LLC | 0.42% | Add +2165.2% | 184,657 | $14.8M |
| Ethos Financial Group, LLC | 2.41% | Add +3.1% | 179,793 | $14.4M |
| Global Strategic Investment Solutions, LLC | 1.66% | Add +0.6% | 176,592 | $14.2M |
| Perigon Wealth Management, LLC | 0.38% | Reduce -3.6% | 176,359 | $14.2M |
| Martel Wealth Advisors LLC | 2.87% | Reduce -0.6% | 174,640 | $14.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.61% | Add +7.8% | 168,893 | $13.6M |
| Bank Hapoalim BM | 2.14% | No change | 168,000 | $13.5M |
| Goepper Burkhardt LLC | 5.57% | Reduce -2.7% | 167,970 | $13.5M |
| Integrated Advisors Network LLC | 0.62% | Add +0.5% | 160,731 | $12.9M |
| LCNB Corp. | 4.55% | Add +0.4% | 159,862 | $12.8M |
| Retirement Guys Formula LLC | 5.90% | Add +9.9% | 157,929 | $12.7M |
| USAdvisors Wealth Management, LLC | 4.28% | Add +43.9% | 152,865 | $12.2M |
| Bogart Wealth, LLC | 0.57% | Add +2.5% | 149,814 | $12.0M |
| Mercer Global Advisors Inc. | 0.03% | Add +132.7% | 314,045 | $11.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -0.6% | 138,389 | $11.1M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +11.0% | 137,606 | $11.1M |
| CW Advisors, LLC | 0.14% | Reduce -7.3% | 134,952 | $10.8M |
| Ackerman Capital Advisors, LLC | 2.79% | Add +10.4% | 134,265 | $10.8M |
| Gill Capital Partners, LLC | 3.65% | Add +1.1% | 126,714 | $10.2M |
| James J. Burns & Company, LLC | 1.78% | Add +3.0% | 122,382 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -6.1% | 119,971 | $9.6M |
| Sunbelt Securities, Inc. | 0.91% | Add +3.3% | 115,401 | $9.3M |
| White Pine Investment CO | 2.54% | Reduce -0.4% | 115,099 | $9.3M |
| Harbor Group, Inc. | 2.09% | Reduce -0.8% | 112,721 | $9.1M |
| WealthShield Partners, LLC | 1.22% | Add +2.5% | 112,173 | $9.0M |
| Capital Planning LLC | 2.46% | Add +1.3% | 109,233 | $8.8M |
| Weinberger Asset Management, Inc | 3.73% | Reduce -0.6% | 109,021 | $8.8M |
"% 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.