Schwab US Large-Cap ValueSCHVETF
13F holders, Q4 2024 (December 31)826holders +38
45new positions
54sold out
5famous investors
$26.08avg. 13F price*
At the end of Q4 2024, 826 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 38 from Q3 2024. 45 opened new positions and 54 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($1.0B) and Mather Group, Llc. ($833.2M). 5 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $27.7M |
| Exits | 54 | $39.1M |
All 13F filers, Q3 2024 → Q4 2024: 13,635,001 shares bought and 22,603,286 shares sold, net −8,968,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 826 holders
| Financial Engines Advisors L.L.C. | 3.04% | Reduce -5.3% | 55,360,772 | $1.4B |
| Sei Investments Co. | 1.30% | Add +6.9% | 38,914,600 | $1.0B |
| Mather Group, Llc. | 10.81% | Reduce -0.9% | 31,961,534 | $833.2M |
| Envestnet Asset Management Inc. | 0.13% | Add +9.4% | 15,926,683 | $415.2M |
| Osaic Holdings, Inc. | 0.65% | Reduce -11.8% | 11,205,727 | $291.5M |
| Avantax Planning Partners, Inc. | 9.33% | No change | 9,927,842 | $258.8M |
| Mariner, LLC | 0.35% | Reduce -0.3% | 7,950,753 | $207.3M |
| Wealth Enhancement Advisory Services, LLC | 0.38% | Reduce -0.5% | 7,608,951 | $198.4M |
| Betterment LLC | 0.29% | Reduce -3.4% | 4,652,799 | $121.3M |
| Gemmer Asset Management LLC | 10.75% | Add +2.3% | 4,188,511 | $109.2M |
| LPL Financial LLC | 0.04% | Add +5.8% | 3,495,163 | $91.1M |
| Savant Capital, LLC | 0.71% | Reduce -4.2% | 3,456,606 | $90.1M |
| Moneta Group Investment Advisors LLC | 1.25% | Reduce -65.5% | 3,427,107 | $89.3M |
| Rainey & Randall Wealth Advisors Inc. | 14.87% | Add +4.1% | 2,877,420 | $75.0M |
| Mokosak Advisory Group, LLC | 21.86% | Add +0.5% | 2,796,842 | $72.9M |
| Financial Advisors, LLC | 13.63% | Reduce -0.7% | 2,724,819 | $71.0M |
| Morgan Stanley | 0.00% | Add +12.6% | 2,386,548 | $62.2M |
| HighTower Advisors, LLC | 0.08% | Add +0.3% | 2,217,242 | $57.8M |
| Krilogy Financial LLC | 3.83% | Reduce -16.4% | 2,205,034 | $57.5M |
| Focus Partners Advisor Solutions, LLC | 0.87% | Add +505.8% | 1,976,668 | $51.5M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -1.5% | 1,899,117 | $49.5M |
| CX Institutional | 1.91% | Add +41.4% | 1,843,143 | $48.1M |
| UBS Group AG | 0.01% | Reduce -4.3% | 1,819,279 | $47.4M |
| Financial Counselors Inc. | 0.69% | Add +3.1% | 1,806,206 | $47.1M |
| Bank of America Corp. | 0.00% | Add +9.5% | 1,786,273 | $46.6M |
| Avantax Advisory Services, Inc. | 0.27% | Add +49.9% | 1,645,580 | $42.9M |
| Brady Martz Wealth Solutions, LLC | 10.30% | — | 1,630,893 | $42.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.02% | Reduce -0.4% | 1,613,829 | $42.1M |
| OneDigital Investment Advisors LLC | 0.46% | Reduce -7.6% | 1,518,690 | $39.6M |
| Ameriprise Financial Inc. | 0.01% | Add +10.5% | 1,491,069 | $38.9M |
| Cooper Financial Group | 4.49% | Add +6.6% | 1,430,875 | $37.3M |
| GenWealth Group, Inc. | 8.34% | Add +3.0% | 1,404,756 | $36.6M |
| Compound Planning, Inc. | 1.79% | Add +5.1% | 1,357,798 | $35.4M |
| Dodds Wealth, LLC | 11.12% | Reduce -67.5% | 1,278,176 | $34.6M |
| Dravo Bay LLC | 15.86% | Add +3.0% | 1,254,574 | $32.7M |
| XML Financial, LLC | 2.86% | Add +3.9% | 1,197,455 | $31.2M |
| Northern Capital Management, Inc. | 19.13% | Add +0.2% | 1,196,755 | $31.2M |
| HRC Wealth Management, LLC | 18.38% | Add +1.5% | 1,187,620 | $31.0M |
| FAS Wealth Partners, Inc. | 2.57% | Reduce -3.5% | 1,173,281 | $30.6M |
| Thrivent Financial for Lutherans | 0.06% | Reduce -7.4% | 1,127,768 | $30.4M |
| Ballast Advisors LLC | 9.35% | Add +1.0% | 1,163,809 | $30.3M |
| Cetera Investment Advisers | 0.06% | Reduce -4.8% | 1,159,773 | $30.2M |
| Black Diamond Financial, LLC | 4.50% | Add +11.0% | 1,150,931 | $30.0M |
| MIdWestOne Financial Group, Inc. | 4.13% | Add +0.5% | 1,127,228 | $29.4M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.8% | 1,058,286 | $27.6M |
| Veery Capital, LLC | 10.36% | Add +20.9% | 1,038,132 | $27.1M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,031,691 | $26.9M |
| Focus Financial Network, Inc. | 1.07% | Reduce -8.6% | 1,031,057 | $26.9M |
| Summit Asset Management, LLC | 4.69% | Add +23.8% | 1,024,087 | $26.7M |
| Marshall Financial Group Inc. | 7.99% | Add +0.2% | 1,002,696 | $26.1M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Add +16.8% | 999,509 | $26.1M |
| Beacon Pointe Advisors, LLC | 0.28% | Reduce -2.2% | 966,941 | $25.2M |
| MAI Capital Management | 0.19% | No change | 965,484 | $25.2M |
| GHP Investment Advisors, Inc. | 1.17% | Add +2.4% | 961,795 | $25.1M |
| Tradition Wealth Management, LLC | 2.12% | Add +0.3% | 923,003 | $24.1M |
| Prime Capital Investment Advisors, LLC | 0.34% | Reduce -2.1% | 910,701 | $23.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.45% | Reduce -2.1% | 893,666 | $23.3M |
| Financial Advisors Network, Inc. | 3.64% | — | 839,516 | $21.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +6720.4% | 807,405 | $21.0M |
| Sage Financial Group Inc. | 1.67% | Reduce -2.2% | 794,055 | $20.7M |
| Creative Planning | 0.02% | Reduce -1.4% | 753,220 | $19.6M |
| Kestra Advisory Services, LLC | 0.11% | Reduce -10.6% | 744,077 | $19.4M |
| Ally Invest Advisors Inc. | 1.67% | Add +10.0% | 741,043 | $19.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.9% | 735,459 | $19.2M |
| Persium Advisors, LLC | 18.77% | — | 730,712 | $19.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.1% | 725,097 | $18.9M |
| Cerity Partners LLC | 0.04% | Reduce -11.3% | 716,327 | $18.7M |
| Noble Family Wealth, LLC | 4.94% | No change | 690,921 | $17.9M |
| JBGlobal.com LLC | 18.75% | — | 680,734 | $17.7M |
| MML Investors Services, LLC | 0.06% | Add +6.5% | 675,339 | $17.6M |
| Captrust Financial Advisors | 0.05% | Reduce -8.3% | 674,546 | $17.6M |
| Seneca Financial Advisors LLC | 8.42% | Add +1.1% | 650,612 | $17.0M |
| Garde Capital, Inc. | 1.08% | Add +1.6% | 628,571 | $16.4M |
| Stark Wealth Management LLC | 12.00% | — | 624,825 | $16.3M |
| Cape Investment Advisory, Inc. | 6.20% | Reduce -0.9% | 608,109 | $15.9M |
| Mutual Advisors, LLC | 0.46% | Reduce -65.9% | 589,523 | $15.7M |
| Denver PWM, LLC | 5.96% | Reduce -14.6% | 591,016 | $15.4M |
| Ethos Financial Group, LLC | 2.00% | Add +8.7% | 586,310 | $15.3M |
| Perigon Wealth Management, LLC | 0.37% | Add +7.9% | 570,803 | $15.2M |
| Spectrum Asset Management, Inc. (NB/CA) | 6.82% | Reduce -2.0% | 582,529 | $15.2M |
| Cornerstone Wealth Advisors, Inc. | 4.15% | Add +2.2% | 580,354 | $15.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.79% | Add +9.7% | 555,954 | $14.5M |
| Raymond James Financial Inc. | 0.01% | — | 552,792 | $14.4M |
| Meriwether Wealth & Planning, LLC | 10.21% | — | 549,971 | $14.3M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -42.0% | 546,256 | $14.2M |
| Wealthcare Advisory Partners LLC | 0.39% | Reduce -2.3% | 541,438 | $14.1M |
| Global Strategic Investment Solutions, LLC | 1.62% | No change | 530,221 | $13.8M |
| Martel Wealth Advisors LLC | 2.67% | No change | 524,112 | $13.7M |
| USAdvisors Wealth Management, LLC | 4.41% | Add +13.6% | 520,725 | $13.6M |
| Bank Hapoalim BM | 2.22% | No change | 504,000 | $13.1M |
| Goepper Burkhardt LLC | 5.10% | Reduce -4.3% | 482,033 | $12.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +15.9% | 478,622 | $12.5M |
| Integrated Advisors Network LLC | 0.60% | Reduce -1.1% | 477,005 | $12.4M |
| LCNB Corp. | 4.50% | Reduce -1.3% | 473,570 | $12.3M |
| Bogart Wealth, LLC | 0.56% | Add +0.3% | 450,607 | $11.7M |
| Payne Capital Management, LLC | 4.97% | — | 441,864 | $11.5M |
| YANKCOM Partnership | 5.80% | — | 416,113 | $10.8M |
| CW Advisors, LLC | 0.15% | Add +1.9% | 412,485 | $10.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.28% | Reduce -3.3% | 401,608 | $10.5M |
| Ackerman Capital Advisors, LLC | 2.73% | Reduce -0.8% | 399,628 | $10.4M |
"% 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.