Schwab US Large-Cap ValueSCHVETF
13F holders, Q2 2025 (June 30)881holders +36
77new positions
48sold out
4famous investors
$27.66avg. 13F price*
At the end of Q2 2025, 881 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 36 from Q1 2025. 77 opened new positions and 48 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.2B) and Mather Group, Llc. ($912.9M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $102.1M |
| Exits | 48 | $30.8M |
All 13F filers, Q1 2025 → Q2 2025: 16,283,131 shares bought and 10,313,963 shares sold, net +5,969,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 881 holders
| Financial Engines Advisors L.L.C. | 2.90% | Reduce -1.2% | 52,594,431 | $1.5B |
| Sei Investments Co. | 1.38% | Add +6.0% | 43,062,193 | $1.2B |
| Mather Group, Llc. | 9.75% | Add +0.0% | 32,992,117 | $912.9M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -1.9% | 16,167,900 | $447.4M |
| Osaic Holdings, Inc. | 0.59% | Add +3.7% | 11,980,931 | $331.5M |
| Avantax Planning Partners, Inc. | 8.73% | Reduce -0.8% | 9,946,200 | $275.2M |
| Mariner, LLC | 0.35% | Add +5.3% | 8,687,414 | $240.4M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Reduce -2.3% | 6,808,311 | $191.7M |
| Moneta Group Investment Advisors LLC | 1.50% | Add +18.4% | 4,544,933 | $125.8M |
| Gemmer Asset Management LLC | 10.90% | Add +3.0% | 4,439,368 | $122.8M |
| Betterment LLC | 0.26% | Reduce -2.3% | 4,362,278 | $120.7M |
| LPL Financial LLC | 0.03% | Add +1.3% | 3,569,177 | $98.8M |
| Savant Capital, LLC | 0.64% | Reduce -1.6% | 3,216,323 | $89.0M |
| Rainey & Randall Wealth Advisors Inc. | 14.91% | Add +1.0% | 2,942,753 | $81.4M |
| Mokosak Advisory Group, LLC | 22.78% | Add +1.6% | 2,911,430 | $80.6M |
| Financial Advisors, LLC | 13.68% | Reduce -1.7% | 2,653,686 | $73.4M |
| HighTower Advisors, LLC | 0.09% | Add +18.0% | 2,628,787 | $72.7M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 2,574,147 | $71.2M |
| UBS Group AG | 0.01% | Add +23.1% | 2,368,869 | $65.5M |
| Krilogy Financial LLC | 3.63% | Add +1.9% | 2,286,562 | $63.3M |
| CX Institutional | 2.03% | Add +10.3% | 2,105,587 | $58.3M |
| Compound Planning, Inc. | 1.97% | Add +25.9% | 1,881,437 | $52.1M |
| Cooper Financial Group | 6.10% | Add +19.5% | 1,875,033 | $51.9M |
| Bank of America Corp. | 0.00% | Add +5.6% | 1,827,149 | $50.6M |
| Avantax Advisory Services, Inc. | 0.28% | Add +3.2% | 1,815,693 | $50.2M |
| United Capital Financial Advisors, LLC | 0.39% | Reduce -8.0% | 1,733,326 | $48.0M |
| Focus Partners Advisor Solutions, LLC | 0.64% | Reduce -10.2% | 1,732,941 | $48.0M |
| Summit Wealth & Retirement Planning, Inc. | 12.23% | Add +0.5% | 1,646,926 | $45.6M |
| GenWealth Group, Inc. | 8.58% | Add +7.3% | 1,537,451 | $42.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.9% | 1,449,963 | $40.1M |
| Brady Martz Wealth Solutions, LLC | 7.47% | Reduce -12.1% | 1,396,345 | $38.6M |
| HRC Wealth Management, LLC | 18.82% | Add +6.3% | 1,276,023 | $35.3M |
| Cetera Investment Advisers | 0.06% | Add +3.9% | 1,227,430 | $34.0M |
| XML Financial, LLC | 2.89% | Add +3.0% | 1,204,671 | $33.3M |
| Dravo Bay LLC | 15.87% | Add +0.4% | 1,163,659 | $32.8M |
| OneDigital Investment Advisors LLC | 0.36% | Reduce -6.9% | 1,155,974 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +12.1% | 1,149,933 | $31.8M |
| Northern Capital Management, Inc. | 18.70% | Reduce -2.3% | 1,148,887 | $31.8M |
| FAS Wealth Partners, Inc. | 2.33% | Add +0.5% | 1,138,942 | $31.5M |
| Ballast Advisors LLC | 9.26% | Add +0.0% | 1,136,285 | $31.4M |
| MIdWestOne Financial Group, Inc. | 4.05% | Reduce -1.7% | 1,128,108 | $31.2M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +8.3% | 1,125,858 | $31.2M |
| Dodds Wealth, LLC | 8.24% | Add +0.4% | 1,110,461 | $30.7M |
| Veery Capital, LLC | 10.50% | Add +6.0% | 1,103,342 | $30.5M |
| JPMorgan Chase & Co. | 0.00% | Add +40.2% | 1,099,529 | $30.4M |
| Exchange Traded Concepts, LLC | 0.38% | New | 1,086,761 | $30.1M |
| Summit Asset Management, LLC | 4.81% | Add +2.0% | 1,067,441 | $29.5M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +8.8% | 1,062,422 | $29.4M |
| Marshall Financial Group Inc. | 8.70% | Reduce -0.0% | 1,050,718 | $29.1M |
| Black Diamond Financial, LLC | 4.42% | Reduce -15.8% | 1,029,594 | $28.5M |
| Teamwork Financial Advisors, LLC | 3.39% | Add +47.0% | 999,701 | $27.7M |
| Cerity Partners LLC | 0.05% | Add +39.2% | 995,771 | $27.6M |
| GHP Investment Advisors, Inc. | 1.21% | Add +1.3% | 985,530 | $27.3M |
| MAI Capital Management | 0.19% | Reduce -0.0% | 976,343 | $27.0M |
| Midwest Trust Co | 0.36% | — | 945,455 | $26.2M |
| Tradition Wealth Management, LLC | 2.09% | Add +1.0% | 943,657 | $26.1M |
| Financial Advisors Network, Inc. | 3.83% | Add +5.3% | 915,554 | $25.3M |
| Merit Financial Group, LLC | 0.26% | Add +129.1% | 851,158 | $23.6M |
| Ally Invest Advisors Inc. | 1.82% | Add +4.0% | 842,086 | $23.3M |
| MML Investors Services, LLC | 0.07% | Add +4.5% | 832,273 | $23.0M |
| Focus Financial Network, Inc. | 0.90% | Reduce -18.8% | 827,972 | $22.9M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -48.7% | 802,341 | $22.2M |
| Persium Advisors, LLC | 18.00% | Add +4.8% | 785,894 | $21.7M |
| Sage Financial Group Inc. | 1.58% | Reduce -1.1% | 775,264 | $21.5M |
| Creative Planning | 0.02% | Add +1.5% | 772,113 | $21.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.35% | Reduce -1.6% | 761,893 | $21.1M |
| Financial Counselors Inc. | 29.36% | Reduce -53.7% | 749,981 | $20.8M |
| Noble Family Wealth, LLC | 4.89% | Add +7.8% | 723,329 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.8% | 704,545 | $19.5M |
| Kestra Advisory Services, LLC | 0.09% | Add +32.0% | 700,914 | $19.4M |
| Meriwether Wealth & Planning, LLC | 12.06% | Add +4.1% | 695,293 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +18.3% | 693,618 | $19.2M |
| Ethos Financial Group, LLC | 1.60% | Add +14.1% | 669,217 | $18.5M |
| Focus Partners Wealth | 0.04% | Add +74.7% | 667,556 | $18.5M |
| Denver PWM, LLC | 5.71% | Add +3.5% | 661,712 | $18.3M |
| Captrust Financial Advisors | 0.04% | Add +1.0% | 656,713 | $18.2M |
| Seneca Financial Advisors LLC | 6.96% | Reduce -5.0% | 652,489 | $18.1M |
| JBGlobal.com LLC | 18.15% | Reduce -1.8% | 631,175 | $17.5M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.84% | Add +3.1% | 618,080 | $17.1M |
| Mutual Advisors, LLC | 0.43% | Add +1.2% | 601,228 | $17.1M |
| Garde Capital, Inc. | 0.91% | Reduce -2.5% | 613,396 | $17.0M |
| Cape Investment Advisory, Inc. | 6.09% | Add +0.2% | 602,557 | $16.7M |
| USAdvisors Wealth Management, LLC | 6.08% | Add +13.1% | 590,975 | $16.4M |
| Cornerstone Wealth Advisors, Inc. | 4.19% | Add +1.4% | 585,360 | $16.2M |
| Waverly Advisors, LLC | 0.18% | Add +9.4% | 581,588 | $16.1M |
| Perigon Wealth Management, LLC | 0.38% | Reduce -0.7% | 580,077 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -43.5% | 576,136 | $15.9M |
| Geneos Wealth Management Inc. | 0.39% | Reduce -1.9% | 573,156 | $15.9M |
| Raymond James Financial Inc. | 0.01% | Add +2.2% | 572,290 | $15.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -19.2% | 560,034 | $15.5M |
| LCNB Corp. | 5.34% | Add +15.0% | 548,735 | $15.2M |
| Global Strategic Investment Solutions, LLC | 1.58% | Add +1.6% | 533,804 | $14.8M |
| Martel Wealth Advisors LLC | 2.68% | Reduce -1.9% | 522,059 | $14.4M |
| Seek First Inc. | 11.61% | Add +7.1% | 518,131 | $14.3M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 491,426 | $13.6M |
| Whitaker-Myers Wealth Managers, LTD. | 3.40% | Add +29.6% | 488,069 | $13.5M |
| Bank Hapoalim BM | 1.91% | No change | 504,000 | $13.4M |
| rebel Financial LLC | 6.02% | — | 477,459 | $13.2M |
| Payne Capital Management, LLC | 4.96% | Add +0.6% | 465,555 | $12.9M |
| Goepper Burkhardt LLC | 4.74% | Add +0.4% | 464,973 | $12.9M |
"% 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.