Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2025 (March 31)845holders +19
69new positions
41sold out
5famous investors
$26.57avg. 13F price*
At the end of Q1 2025, 845 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 19 from Q4 2024. 69 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.4B), Sei Investments Co. ($1.1B) and Mather Group, Llc. ($876.7M). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab US Large-Cap Value
- CUSIP
- 808524409
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $65.0M |
| Exits | 41 | $17.6M |
All 13F filers, Q4 2024 → Q1 2025: 15,024,420 shares bought and 9,549,576 shares sold, net +5,474,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 845 holders
| Financial Engines Advisors L.L.C. | 3.04% | Reduce -3.8% | 53,252,688 | $1.4B |
| Sei Investments Co. | 1.39% | Add +4.4% | 40,641,856 | $1.1B |
| Mather Group, Llc. | 10.13% | Add +3.2% | 32,984,784 | $876.7M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.5% | 16,489,014 | $438.3M |
| Osaic Holdings, Inc. | 0.68% | Add +3.1% | 11,554,657 | $307.1M |
| Avantax Planning Partners, Inc. | 9.44% | Add +1.0% | 10,027,280 | $266.5M |
| Mariner, LLC | 0.36% | Add +3.7% | 8,247,544 | $219.2M |
| Wealth Enhancement Advisory Services, LLC | 0.35% | Reduce -8.4% | 6,969,917 | $185.3M |
| Betterment LLC | 0.28% | Reduce -4.0% | 4,464,267 | $118.7M |
| Gemmer Asset Management LLC | 11.43% | Add +2.9% | 4,308,320 | $114.5M |
| Moneta Group Investment Advisors LLC | 1.41% | Add +12.0% | 3,837,471 | $102.0M |
| LPL Financial LLC | 0.04% | Add +0.8% | 3,523,715 | $93.7M |
| Savant Capital, LLC | 0.74% | Reduce -5.4% | 3,269,282 | $86.9M |
| Rainey & Randall Wealth Advisors Inc. | 15.16% | Add +1.3% | 2,913,987 | $77.5M |
| Mokosak Advisory Group, LLC | 23.52% | Add +2.5% | 2,865,572 | $76.2M |
| Financial Advisors, LLC | 14.16% | Reduce -0.9% | 2,700,626 | $71.8M |
| Morgan Stanley | 0.00% | Add +8.0% | 2,577,162 | $68.5M |
| Krilogy Financial LLC | 3.87% | Add +1.8% | 2,244,147 | $59.6M |
| HighTower Advisors, LLC | 0.08% | Add +0.5% | 2,228,321 | $59.2M |
| Focus Partners Advisor Solutions, LLC | 0.78% | Reduce -2.4% | 1,928,744 | $51.3M |
| UBS Group AG | 0.01% | Add +5.7% | 1,923,607 | $51.1M |
| CX Institutional | 1.92% | Add +3.6% | 1,909,279 | $50.7M |
| United Capital Financial Advisors, LLC | 0.43% | Reduce -0.8% | 1,884,648 | $50.1M |
| Avantax Advisory Services, Inc. | 0.28% | Add +6.9% | 1,758,801 | $46.7M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 1,729,927 | $46.0M |
| Ameriprise Financial Inc. | 0.01% | Add +10.4% | 1,645,478 | $43.7M |
| Summit Wealth & Retirement Planning, Inc. | 13.34% | Add +1.5% | 1,638,296 | $43.5M |
| Financial Counselors Inc. | 0.65% | Reduce -10.4% | 1,619,109 | $43.0M |
| Brady Martz Wealth Solutions, LLC | 9.56% | Reduce -2.6% | 1,588,699 | $42.2M |
| Cooper Financial Group | 5.49% | Add +9.7% | 1,569,301 | $41.7M |
| Prime Capital Investment Advisors, LLC | 0.48% | Add +71.6% | 1,563,008 | $41.5M |
| Compound Planning, Inc. | 1.81% | Add +10.0% | 1,494,078 | $39.7M |
| GenWealth Group, Inc. | 8.40% | Add +2.0% | 1,432,925 | $38.1M |
| OneDigital Investment Advisors LLC | 0.39% | Reduce -18.3% | 1,241,309 | $33.0M |
| Black Diamond Financial, LLC | 4.88% | Add +6.3% | 1,223,119 | $32.5M |
| HRC Wealth Management, LLC | 19.79% | Add +1.0% | 1,199,842 | $31.9M |
| Cetera Investment Advisers | 0.06% | Add +1.8% | 1,180,973 | $31.4M |
| Northern Capital Management, Inc. | 20.38% | Reduce -1.7% | 1,175,952 | $31.3M |
| XML Financial, LLC | 2.90% | Reduce -2.3% | 1,169,593 | $31.1M |
| Dravo Bay LLC | 16.33% | Reduce -7.6% | 1,158,876 | $30.8M |
| MIdWestOne Financial Group, Inc. | 4.33% | Add +1.8% | 1,147,810 | $30.5M |
| Ballast Advisors LLC | 9.62% | Reduce -2.4% | 1,135,998 | $30.2M |
| FAS Wealth Partners, Inc. | 2.46% | Reduce -3.4% | 1,133,889 | $30.1M |
| Dodds Wealth, LLC | 9.58% | Reduce -13.5% | 1,105,978 | $29.4M |
| World Investment Advisors | 0.76% | Add +1943.4% | 1,102,992 | $29.3M |
| Marshall Financial Group Inc. | 8.79% | Add +4.8% | 1,051,045 | $27.9M |
| Summit Asset Management, LLC | 4.81% | Add +2.2% | 1,046,391 | $27.8M |
| Veery Capital, LLC | 10.77% | Add +0.3% | 1,041,330 | $27.7M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +4.0% | 1,039,264 | $27.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 1,025,849 | $27.3M |
| Focus Financial Network, Inc. | 1.11% | Reduce -1.1% | 1,019,898 | $27.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -3.7% | 1,019,540 | $27.1M |
| Beacon Pointe Advisors, LLC | 0.29% | Add +1.0% | 976,743 | $26.0M |
| MAI Capital Management | 0.20% | Add +1.1% | 976,571 | $26.0M |
| GHP Investment Advisors, Inc. | 1.24% | Add +1.2% | 973,372 | $25.9M |
| Tradition Wealth Management, LLC | 2.19% | Add +1.3% | 934,553 | $24.8M |
| Financial Advisors Network, Inc. | 3.83% | Add +3.5% | 869,155 | $23.1M |
| Ally Invest Advisors Inc. | 1.84% | Add +9.3% | 809,786 | $21.5M |
| MML Investors Services, LLC | 0.07% | Add +17.9% | 796,480 | $21.2M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 784,287 | $20.8M |
| Sage Financial Group Inc. | 1.68% | Reduce -1.3% | 784,094 | $20.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Reduce -13.4% | 774,249 | $20.6M |
| Creative Planning | 0.02% | Add +1.0% | 760,669 | $20.2M |
| Persium Advisors, LLC | 18.90% | Add +2.6% | 749,859 | $19.9M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -38.5% | 693,157 | $19.1M |
| Cerity Partners LLC | 0.04% | Reduce -0.1% | 715,514 | $19.0M |
| Seneca Financial Advisors LLC | 8.85% | Add +5.6% | 687,121 | $18.3M |
| Teamwork Financial Advisors, LLC | 2.49% | New | 680,271 | $18.1M |
| Noble Family Wealth, LLC | 4.91% | Reduce -2.8% | 671,320 | $17.8M |
| Meriwether Wealth & Planning, LLC | 11.59% | Add +21.5% | 668,002 | $17.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.3% | 659,803 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | New | 650,575 | $17.3M |
| Captrust Financial Advisors | 0.04% | Reduce -3.6% | 650,272 | $17.3M |
| JBGlobal.com LLC | 17.75% | Reduce -5.6% | 642,393 | $17.1M |
| Denver PWM, LLC | 6.11% | Add +8.1% | 639,105 | $17.0M |
| Garde Capital, Inc. | 0.96% | Add +0.1% | 629,057 | $16.7M |
| Cape Investment Advisory, Inc. | 6.37% | Reduce -1.1% | 601,199 | $16.0M |
| Spectrum Asset Management, Inc. (NB/CA) | 7.02% | Add +2.0% | 594,440 | $15.8M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.11% | Add +7.8% | 599,243 | $15.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.6% | 587,837 | $15.6M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +22.6% | 586,530 | $15.6M |
| Geneos Wealth Management Inc. | 0.52% | Add +356.2% | 584,565 | $15.5M |
| Perigon Wealth Management, LLC | 0.40% | Add +2.4% | 584,372 | $15.5M |
| Cornerstone Wealth Advisors, Inc. | 4.26% | Reduce -0.6% | 577,134 | $15.3M |
| Ethos Financial Group, LLC | 1.47% | No change | 586,310 | $15.3M |
| Mutual Advisors, LLC | 0.43% | Add +0.8% | 594,324 | $15.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.3% | 559,861 | $14.9M |
| Royal Bank of Canada | 0.00% | Add +94.2% | 541,074 | $14.4M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -1.1% | 535,683 | $14.2M |
| Martel Wealth Advisors LLC | 2.82% | Add +1.5% | 532,047 | $14.1M |
| Waverly Advisors, LLC | 0.17% | Add +149.3% | 531,480 | $14.1M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -28.6% | 531,139 | $14.1M |
| Global Strategic Investment Solutions, LLC | 1.61% | Reduce -0.9% | 525,273 | $14.0M |
| USAdvisors Wealth Management, LLC | 4.84% | Add +0.3% | 522,428 | $13.9M |
| Bank Hapoalim BM | 2.02% | No change | 504,000 | $13.4M |
| Seek First Inc. | 11.42% | — | 483,938 | $12.9M |
| Integrated Advisors Network LLC | 0.65% | Add +0.9% | 481,342 | $12.8M |
| LCNB Corp. | 4.67% | Add +0.8% | 477,173 | $12.7M |
| Goepper Burkhardt LLC | 4.92% | Reduce -3.9% | 463,231 | $12.3M |
| Payne Capital Management, LLC | 5.24% | Add +4.7% | 462,772 | $12.3M |
"% 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.