Schwab US Large-Cap ValueSCHVETF
13F holders, Q4 2025 (December 31)933holders +65
61new positions
41sold out
4famous investors
$29.64avg. 13F price*
At the end of Q4 2025, 933 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 65 from Q3 2025. 61 opened new positions and 41 sold out. The largest holders were Financial Engines Advisors L.L.C. ($1.5B), Sei Investments Co. ($1.4B) and Mather Group, Llc. ($1.0B). 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 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 61 | $55.6M |
| Exits | 41 | $135.9M |
All 13F filers, Q3 2025 → Q4 2025: 18,473,464 shares bought and 11,428,063 shares sold, net +7,045,401 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Financial Engines Advisors L.L.C. | 2.85% | Reduce -2.2% | 50,764,107 | $1.5B |
| Sei Investments Co. | 1.34% | Add +3.2% | 45,783,122 | $1.4B |
| Mather Group, Llc. | 10.71% | Add +3.0% | 35,128,777 | $1.0B |
| Envestnet Asset Management Inc. | 0.15% | Reduce -0.5% | 16,612,123 | $491.9M |
| Osaic Holdings, Inc. | 0.50% | Reduce -3.8% | 11,602,782 | $343.6M |
| Avantax Planning Partners, Inc. | 8.44% | Add +1.1% | 10,187,907 | $301.7M |
| Mariner, LLC | 0.32% | Add +3.8% | 9,103,028 | $269.5M |
| Vantagepoint Investment Advisers LLC | 2.03% | Add +0.8% | 8,516,803 | $252.2M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.2% | 6,372,410 | $194.2M |
| Moneta Group Investment Advisors LLC | 1.06% | Reduce -0.3% | 4,721,385 | $139.8M |
| Betterment LLC | 0.23% | Reduce -3.1% | 4,117,665 | $121.9M |
| Gemmer Asset Management LLC | 8.40% | Reduce -15.0% | 3,683,118 | $109.1M |
| Cetera Investment Advisers | 0.12% | Add +20.5% | 3,614,316 | $107.0M |
| LPL Financial LLC | 0.03% | Reduce -14.0% | 3,251,539 | $96.3M |
| Savant Capital, LLC | 0.54% | Reduce -4.7% | 3,190,242 | $94.5M |
| Mokosak Advisory Group, LLC | 22.65% | Add +3.4% | 3,048,461 | $90.3M |
| Creative Planning | 0.06% | Add +281.8% | 3,029,364 | $89.7M |
| Krilogy Financial LLC | 3.00% | Add +11.1% | 2,858,209 | $88.3M |
| Rainey & Randall Wealth Advisors Inc. | 14.39% | Add +1.1% | 2,977,872 | $88.2M |
| Ameriprise Financial Inc. | 0.02% | Add +84.8% | 2,790,900 | $82.5M |
| Morgan Stanley | 0.00% | Add +5.8% | 2,766,550 | $81.9M |
| HighTower Advisors, LLC | 0.09% | Add +1.6% | 2,657,036 | $78.7M |
| UBS Group AG | 0.01% | Reduce -1.1% | 2,476,800 | $73.3M |
| Compound Planning, Inc. | 1.83% | Add +0.1% | 2,093,243 | $62.0M |
| Cooper Financial Group | 6.49% | Add +5.1% | 2,061,521 | $61.0M |
| Exchange Traded Concepts, LLC | 0.50% | Add +11.4% | 2,035,286 | $60.3M |
| Bank of America Corp. | 0.00% | Add +4.0% | 1,896,836 | $56.2M |
| CX Institutional | 1.63% | Reduce -2.1% | 1,848,372 | $54.7M |
| Summit Wealth & Retirement Planning, Inc. | 11.90% | Add +2.5% | 1,707,367 | $50.6M |
| GenWealth Group, Inc. | 8.56% | Add +6.6% | 1,647,900 | $50.2M |
| United Capital Financial Advisors, LLC | 0.30% | Reduce -1.6% | 1,663,283 | $49.2M |
| Focus Partners Advisor Solutions, LLC | 0.60% | Reduce -7.5% | 1,646,493 | $48.8M |
| Thrivent Financial for Lutherans | 0.07% | Add +129.9% | 1,379,908 | $41.0M |
| Black Diamond Financial, LLC | 4.26% | Add +7.1% | 1,366,132 | $40.5M |
| HRC Wealth Management, LLC | 18.25% | Reduce -0.3% | 1,287,146 | $38.1M |
| Dravo Bay LLC | 15.81% | Add +4.4% | 1,284,821 | $38.0M |
| Brady Martz Wealth Solutions, LLC | 6.41% | Reduce -9.0% | 1,228,737 | $36.4M |
| MIdWestOne Financial Group, Inc. | 3.91% | Add +3.4% | 1,189,268 | $35.2M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +3.5% | 1,186,424 | $35.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 1,185,247 | $35.1M |
| Summit Asset Management, LLC | 4.92% | Add +5.7% | 1,175,473 | $34.8M |
| XML Financial, LLC | 2.80% | Reduce -4.9% | 1,160,962 | $34.4M |
| Beacon Pointe Advisors, LLC | 0.24% | Add +0.8% | 1,158,529 | $34.3M |
| Ballast Advisors LLC | 9.27% | Reduce -1.2% | 1,135,506 | $33.6M |
| Veery Capital, LLC | 10.32% | Add +0.1% | 1,135,273 | $33.6M |
| Northern Capital Management, Inc. | 17.38% | Reduce -2.6% | 1,110,791 | $32.9M |
| FAS Wealth Partners, Inc. | 2.11% | Reduce -1.6% | 1,100,145 | $32.6M |
| Midwest Trust Co | 0.41% | Add +18.9% | 1,096,794 | $32.5M |
| MML Investors Services, LLC | 0.08% | Add +24.0% | 1,065,707 | $31.6M |
| Dodds Wealth, LLC | 7.72% | Reduce -3.1% | 1,063,270 | $31.5M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -3.7% | 1,041,603 | $30.8M |
| Financial Advisors Network, Inc. | 4.22% | Add +5.6% | 1,038,992 | $30.8M |
| GHP Investment Advisors, Inc. | 1.23% | Add +0.5% | 1,006,308 | $29.8M |
| MAI Capital Management | 0.17% | Add +1.3% | 1,006,075 | $29.8M |
| World Investment Advisors | 0.48% | Add +628.0% | 980,974 | $29.0M |
| Ally Invest Advisors Inc. | 1.95% | Add +2.5% | 952,375 | $28.2M |
| Cerity Partners LLC | 0.04% | Reduce -1.3% | 944,145 | $28.0M |
| Tradition Wealth Management, LLC | 1.99% | Reduce -0.8% | 934,474 | $27.7M |
| Serenity Investment Advisors | 15.72% | — | 886,107 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +5.5% | 878,859 | $26.0M |
| Global Retirement Partners, LLC | 0.46% | Add +922.2% | 875,261 | $25.9M |
| Persium Advisors, LLC | 18.27% | Add +2.9% | 845,184 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +52.7% | 842,188 | $24.9M |
| KRM Wealth Management L.L.C. | 13.04% | — | 803,337 | $23.8M |
| Merit Financial Group, LLC | 0.19% | Reduce -1.5% | 802,671 | $23.8M |
| Sage Financial Group Inc. | 1.53% | Add +0.3% | 781,637 | $23.1M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +15.0% | 772,039 | $22.9M |
| Meriwether Wealth & Planning, LLC | 12.75% | Add +3.8% | 763,768 | $22.6M |
| Noble Family Wealth, LLC | 4.55% | Reduce -0.5% | 729,490 | $21.6M |
| Focus Financial Network, Inc. | 0.74% | Reduce -3.5% | 714,681 | $21.2M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -8.8% | 708,702 | $21.0M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 702,454 | $20.8M |
| USAdvisors Wealth Management, LLC | 6.83% | Add +10.0% | 700,116 | $20.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -3.1% | 697,653 | $20.7M |
| Ethos Financial Group, LLC | 1.50% | Add +0.9% | 682,207 | $20.2M |
| Keeler & Nadler Financial Planning & Wealth Management | 6.98% | Add +4.7% | 680,325 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.6% | 672,855 | $19.9M |
| Seneca Financial Advisors LLC | 5.88% | Add +2.9% | 652,944 | $19.3M |
| LCNB Corp. | 6.48% | Reduce -0.0% | 652,830 | $19.3M |
| Focus Partners Wealth | 0.02% | Add +139.8% | 651,288 | $19.3M |
| Captrust Financial Advisors | 0.04% | Reduce -0.9% | 650,150 | $19.3M |
| Cornerstone Wealth Advisors, Inc. | 4.33% | Add +5.2% | 628,884 | $18.6M |
| Denver PWM, LLC | 6.12% | No change | 661,822 | $18.3M |
| Perigon Wealth Management, LLC | 0.33% | Add +1.9% | 613,657 | $18.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +3.2% | 607,977 | $18.0M |
| Northeast Financial Group, Inc. | 4.51% | Add +2.7% | 606,420 | $18.0M |
| Garde Capital, Inc. | 1.06% | Reduce -1.2% | 603,074 | $17.9M |
| Mutual Advisors, LLC | 0.38% | Reduce -1.2% | 599,323 | $17.7M |
| Cape Investment Advisory, Inc. | 5.44% | Add +5799.9% | 597,832 | $17.7M |
| Waverly Advisors, LLC | 0.14% | Reduce -0.8% | 585,383 | $17.3M |
| Whitaker-Myers Wealth Managers, LTD. | 3.42% | Add +7.1% | 553,330 | $16.4M |
| Seek First Inc. | 11.04% | Add +1.5% | 540,874 | $16.0M |
| Payne Capital Management, LLC | 4.95% | Add +4.3% | 529,661 | $15.7M |
| Global Strategic Investment Solutions, LLC | 1.53% | Reduce -1.3% | 527,995 | $15.6M |
| Farther Finance Advisors, LLC | 0.16% | Add +27.3% | 507,880 | $15.0M |
| Martel Wealth Advisors LLC | 2.52% | Reduce -1.0% | 498,411 | $14.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.5% | 485,323 | $14.4M |
| YANKCOM Partnership | 5.92% | Add +4.6% | 470,368 | $13.9M |
| rebel Financial LLC | 5.93% | Add +0.0% | 468,644 | $13.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +25.6% | 435,362 | $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.