Schwab US Large-Cap ValueSCHVETF
13F holders, Q3 2025 (September 30)868holders −13
52new positions
53sold out
3famous investors
$29.14avg. 13F price*
At the end of Q3 2025, 868 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, down 13 from Q2 2025. 52 opened new positions and 53 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.3B) and Mather Group, Llc. ($992.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $332.6M |
| Exits | 53 | $76.0M |
All 13F filers, Q2 2025 → Q3 2025: 22,581,083 shares bought and 8,676,096 shares sold, net +13,904,987 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 868 holders
| Financial Engines Advisors L.L.C. | 2.88% | Reduce -1.3% | 51,888,949 | $1.5B |
| Sei Investments Co. | 1.39% | Add +3.0% | 44,357,295 | $1.3B |
| Mather Group, Llc. | 10.02% | Add +3.4% | 34,105,438 | $992.8M |
| Envestnet Asset Management Inc. | 0.14% | Add +3.2% | 16,686,727 | $485.8M |
| Osaic Holdings, Inc. | 0.49% | Add +0.7% | 12,059,269 | $350.3M |
| Avantax Planning Partners, Inc. | 8.41% | Add +1.3% | 10,079,785 | $293.4M |
| Mariner, LLC | 0.33% | Add +1.0% | 8,773,478 | $255.4M |
| Vantagepoint Investment Advisers LLC | 2.01% | New | 8,450,003 | $246.0M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Reduce -3.3% | 6,581,229 | $191.8M |
| Moneta Group Investment Advisors LLC | 1.10% | Add +4.2% | 4,734,490 | $137.8M |
| Gemmer Asset Management LLC | 10.16% | Reduce -2.4% | 4,331,628 | $126.1M |
| Betterment LLC | 0.24% | Reduce -2.5% | 4,251,449 | $123.8M |
| LPL Financial LLC | 0.03% | Add +5.9% | 3,781,097 | $110.1M |
| Savant Capital, LLC | 0.59% | Add +4.1% | 3,347,967 | $97.5M |
| Cetera Investment Advisers | 0.10% | Add +144.3% | 2,999,067 | $87.3M |
| Mokosak Advisory Group, LLC | 22.45% | Add +1.3% | 2,948,293 | $85.8M |
| Rainey & Randall Wealth Advisors Inc. | 14.33% | Add +0.1% | 2,946,692 | $85.8M |
| HighTower Advisors, LLC | 0.09% | Reduce -0.5% | 2,615,654 | $76.1M |
| Morgan Stanley | 0.00% | Add +1.5% | 2,613,888 | $76.1M |
| Financial Advisors, LLC | 13.47% | Reduce -1.6% | 2,611,407 | $76.0M |
| Krilogy Financial LLC | 2.79% | Add +12.5% | 2,572,062 | $74.2M |
| UBS Group AG | 0.01% | Add +5.7% | 2,504,304 | $72.9M |
| Wellington Management Group LLP | 0.01% | New | 2,361,457 | $68.7M |
| Compound Planning, Inc. | 1.97% | Add +11.1% | 2,090,688 | $60.9M |
| Cooper Financial Group | 6.32% | Add +4.6% | 1,960,789 | $57.1M |
| CX Institutional | 1.67% | Reduce -10.3% | 1,888,742 | $55.0M |
| Exchange Traded Concepts, LLC | 0.51% | Add +68.1% | 1,827,049 | $53.2M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 1,823,109 | $53.1M |
| Focus Partners Advisor Solutions, LLC | 0.59% | Add +2.7% | 1,779,169 | $51.8M |
| United Capital Financial Advisors, LLC | 0.35% | Reduce -2.5% | 1,690,182 | $49.2M |
| Summit Wealth & Retirement Planning, Inc. | 11.92% | Add +1.2% | 1,666,269 | $48.5M |
| GenWealth Group, Inc. | 8.38% | Add +0.5% | 1,545,294 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Add +4.2% | 1,510,168 | $43.9M |
| Brady Martz Wealth Solutions, LLC | 7.14% | Reduce -3.3% | 1,350,229 | $39.3M |
| HRC Wealth Management, LLC | 18.32% | Add +1.1% | 1,290,322 | $37.6M |
| Black Diamond Financial, LLC | 4.16% | Add +23.9% | 1,275,770 | $37.1M |
| Dravo Bay LLC | 15.82% | Add +5.7% | 1,230,352 | $35.8M |
| XML Financial, LLC | 2.89% | Add +1.3% | 1,220,524 | $35.5M |
| MIdWestOne Financial Group, Inc. | 4.07% | Add +1.9% | 1,149,962 | $33.5M |
| Beacon Pointe Advisors, LLC | 0.28% | Add +8.2% | 1,149,700 | $33.5M |
| Ballast Advisors LLC | 9.22% | Add +1.2% | 1,149,580 | $33.5M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +1.8% | 1,145,928 | $33.4M |
| Northern Capital Management, Inc. | 18.01% | Reduce -0.7% | 1,140,364 | $33.2M |
| Veery Capital, LLC | 10.42% | Add +2.8% | 1,133,690 | $33.0M |
| FAS Wealth Partners, Inc. | 2.21% | Reduce -1.8% | 1,118,478 | $32.6M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 1,113,413 | $32.4M |
| Summit Asset Management, LLC | 4.98% | Add +4.2% | 1,112,371 | $32.4M |
| Dodds Wealth, LLC | 7.91% | Reduce -1.2% | 1,097,614 | $32.0M |
| Marshall Financial Group Inc. | 8.66% | Add +3.0% | 1,081,761 | $31.5M |
| OneDigital Investment Advisors LLC | 0.32% | Reduce -6.5% | 1,081,280 | $31.5M |
| GHP Investment Advisors, Inc. | 1.22% | Add +1.6% | 1,001,064 | $29.1M |
| MAI Capital Management | 0.18% | Add +1.8% | 993,670 | $28.9M |
| Financial Advisors Network, Inc. | 4.06% | Add +7.5% | 983,803 | $28.6M |
| Cerity Partners LLC | 0.05% | Reduce -4.0% | 956,278 | $27.8M |
| Tradition Wealth Management, LLC | 2.03% | Reduce -0.1% | 942,448 | $27.4M |
| Ally Invest Advisors Inc. | 1.94% | Add +10.3% | 928,769 | $27.0M |
| Midwest Trust Co | 0.35% | Reduce -2.5% | 922,118 | $26.8M |
| MML Investors Services, LLC | 0.07% | Add +3.3% | 859,713 | $25.0M |
| Wells Fargo & Company | 0.01% | Reduce -27.5% | 833,256 | $24.3M |
| Persium Advisors, LLC | 17.96% | Add +4.5% | 821,664 | $23.9M |
| Merit Financial Group, LLC | 0.22% | Reduce -4.3% | 814,992 | $23.7M |
| Creative Planning | 0.02% | Add +2.8% | 793,517 | $23.1M |
| Sage Financial Group Inc. | 1.54% | Add +0.5% | 778,972 | $22.7M |
| Prime Capital Investment Advisors, LLC | 0.28% | Reduce -3.1% | 777,108 | $22.6M |
| Focus Financial Network, Inc. | 0.77% | Reduce -10.6% | 740,484 | $21.6M |
| Meriwether Wealth & Planning, LLC | 12.41% | Add +5.8% | 735,542 | $21.4M |
| Noble Family Wealth, LLC | 4.71% | Add +1.4% | 733,323 | $21.3M |
| Financial Counselors Inc. | 28.29% | Reduce -2.6% | 730,386 | $21.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.33% | Reduce -5.5% | 719,858 | $21.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -2.9% | 684,100 | $19.9M |
| Ethos Financial Group, LLC | 1.55% | Add +1.0% | 675,889 | $19.7M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.2% | 671,158 | $19.5M |
| Captrust Financial Advisors | 0.04% | Reduce -0.1% | 655,947 | $19.1M |
| LCNB Corp. | 6.65% | Add +19.0% | 653,058 | $19.0M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.93% | Add +5.1% | 649,609 | $18.9M |
| Royal Bank of Canada | 0.00% | Add +31.2% | 644,726 | $18.8M |
| USAdvisors Wealth Management, LLC | 6.39% | Add +7.7% | 636,553 | $18.5M |
| Seneca Financial Advisors LLC | 6.03% | Reduce -2.7% | 634,730 | $18.5M |
| Denver PWM, LLC | 5.71% | Add +0.0% | 661,822 | $18.3M |
| Garde Capital, Inc. | 0.89% | Reduce -0.5% | 610,462 | $17.8M |
| Mutual Advisors, LLC | 0.39% | Add +0.8% | 606,334 | $17.7M |
| Perigon Wealth Management, LLC | 0.36% | Add +3.8% | 601,972 | $17.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +7.2% | 600,263 | $17.5M |
| Cornerstone Wealth Advisors, Inc. | 4.21% | Add +2.2% | 598,110 | $17.4M |
| Northeast Financial Group, Inc. | 4.28% | Add +114.4% | 590,599 | $17.2M |
| Waverly Advisors, LLC | 0.17% | Add +1.4% | 590,019 | $17.2M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -15.9% | 589,201 | $17.2M |
| JBGlobal.com LLC | 17.45% | Reduce -6.8% | 588,401 | $17.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.7% | 554,908 | $16.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -3.6% | 551,424 | $16.1M |
| Global Strategic Investment Solutions, LLC | 1.55% | Add +0.3% | 535,150 | $15.6M |
| Seek First Inc. | 11.16% | Add +2.9% | 532,904 | $15.5M |
| Whitaker-Myers Wealth Managers, LTD. | 3.28% | Add +5.9% | 516,823 | $15.0M |
| Payne Capital Management, LLC | 4.76% | Add +9.1% | 507,757 | $14.8M |
| Martel Wealth Advisors LLC | 2.57% | Reduce -3.6% | 503,260 | $14.6M |
| YANKCOM Partnership | 5.89% | Add +4.3% | 449,786 | $13.1M |
| Goepper Burkhardt LLC | 4.29% | Reduce -7.0% | 432,473 | $12.6M |
| Bogart Wealth, LLC | 0.50% | Reduce -7.0% | 426,441 | $12.4M |
| Allworth Financial LP | 0.05% | Reduce -4.6% | 416,648 | $12.1M |
| Ackerman Capital Advisors, LLC | 2.53% | Reduce -0.2% | 414,827 | $12.1M |
"% 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.