Schwab US Large-Cap ValueSCHVETF
13F holders, Q1 2026 (March 31)971holders +38
80new positions
41sold out
5famous investors
$30.53avg. 13F price*
At the end of Q1 2026, 971 institutions reported holding Schwab US Large-Cap Value (SCHV) in their 13F filings, up 38 from Q4 2025. 80 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. ($1.1B). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $218.6M |
| Exits | 41 | $33.2M |
All 13F filers, Q4 2025 → Q1 2026: 20,671,707 shares bought and 14,783,239 shares sold, net +5,888,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 971 holders
| Financial Engines Advisors L.L.C. | 3.00% | Reduce -4.6% | 48,427,803 | $1.5B |
| Sei Investments Co. | 1.26% | Reduce -2.2% | 44,768,506 | $1.4B |
| Mather Group, Llc. | 10.75% | Add +0.6% | 35,341,359 | $1.1B |
| Envestnet Asset Management Inc. | 0.15% | Add +10.1% | 18,286,178 | $557.7M |
| Osaic Holdings, Inc. | 0.50% | Reduce -2.8% | 11,280,212 | $343.0M |
| Avantax Planning Partners, Inc. | 8.56% | Add +0.3% | 10,217,486 | $311.6M |
| Mariner, LLC | 0.33% | Add +0.8% | 9,175,772 | $279.8M |
| Vantagepoint Investment Advisers LLC | 2.08% | Reduce -5.4% | 8,055,052 | $245.7M |
| Moneta Group Investment Advisors LLC | 1.16% | Add +7.3% | 5,065,538 | $154.5M |
| Betterment LLC | 0.23% | Reduce -2.8% | 4,000,948 | $122.0M |
| Beacon Pointe Advisors, LLC | 0.63% | Add +234.3% | 3,873,113 | $118.1M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -40.2% | 3,812,136 | $117.0M |
| Cetera Investment Advisers | 0.12% | Reduce -1.9% | 3,544,184 | $108.1M |
| Gemmer Asset Management LLC | 8.27% | Reduce -6.8% | 3,432,547 | $104.7M |
| LPL Financial LLC | 0.03% | Add +1.9% | 3,312,316 | $101.0M |
| Savant Capital, LLC | 0.46% | Reduce -2.5% | 3,109,373 | $94.8M |
| Morgan Stanley | 0.01% | Add +9.7% | 3,035,400 | $92.6M |
| Mokosak Advisory Group, LLC | 22.97% | Reduce -1.3% | 3,008,501 | $91.8M |
| Rainey & Randall Wealth Advisors Inc. | 14.84% | Add +0.6% | 2,996,245 | $91.4M |
| Krilogy Financial LLC | 2.94% | Add +0.5% | 2,872,287 | $91.3M |
| UBS Group AG | 0.01% | Add +10.0% | 2,724,680 | $83.1M |
| HighTower Advisors, LLC | 0.09% | Add +0.0% | 2,657,597 | $81.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -6.4% | 2,611,756 | $79.7M |
| Cooper Financial Group | 6.58% | Add +3.6% | 2,135,974 | $65.1M |
| Exchange Traded Concepts, LLC | 0.49% | Add +3.1% | 2,098,265 | $64.0M |
| World Investment Advisors | 0.97% | Add +101.6% | 1,977,398 | $60.3M |
| Compound Planning, Inc. | 1.86% | Reduce -5.7% | 1,974,442 | $60.2M |
| Creative Planning | 0.04% | Reduce -36.6% | 1,918,994 | $58.5M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 1,891,652 | $57.7M |
| Financial Management Professionals, Inc. | 5.91% | New | 1,726,176 | $52.6M |
| Summit Wealth & Retirement Planning, Inc. | 12.55% | Add +1.0% | 1,724,184 | $52.6M |
| GenWealth Group, Inc. | 8.89% | Add +3.4% | 1,703,484 | $52.0M |
| United Capital Financial Advisors, LLC | 0.31% | Reduce -2.3% | 1,625,488 | $49.6M |
| Focus Partners Advisor Solutions, LLC | 0.48% | Reduce -5.0% | 1,563,981 | $47.7M |
| JPMorgan Chase & Co. | 0.00% | Add +31.1% | 1,553,428 | $46.4M |
| Black Diamond Financial, LLC | 4.70% | Add +3.3% | 1,411,012 | $43.0M |
| Northern Capital Management, Inc. | 20.91% | Add +23.1% | 1,367,247 | $41.7M |
| Dravo Bay LLC | 16.47% | Add +3.4% | 1,329,056 | $40.5M |
| HRC Wealth Management, LLC | 18.86% | Add +1.7% | 1,308,559 | $39.9M |
| Thrivent Financial for Lutherans | 0.08% | Reduce -8.1% | 1,268,173 | $38.7M |
| XML Financial, LLC | 3.06% | Add +7.2% | 1,244,250 | $37.9M |
| Summit Asset Management, LLC | 5.23% | Add +4.8% | 1,232,457 | $37.6M |
| Ballast Advisors LLC | 10.60% | Add +5.2% | 1,194,193 | $36.4M |
| Nicolet Bankshares Inc. | 1.34% | New | 1,193,258 | $36.4M |
| Veery Capital, LLC | 10.93% | Add +2.9% | 1,168,407 | $35.6M |
| Envestnet Portfolio Solutions, Inc. | 0.20% | Reduce -1.8% | 1,165,603 | $35.6M |
| Midwest Trust Co | 0.43% | Add +3.8% | 1,138,230 | $34.7M |
| Brady Martz Wealth Solutions, LLC | 5.90% | Reduce -7.6% | 1,135,107 | $34.6M |
| Cerity Partners LLC | 0.05% | Add +16.9% | 1,103,286 | $33.9M |
| Captrust Financial Advisors | 0.06% | Add +69.3% | 1,100,624 | $33.6M |
| FAS Wealth Partners, Inc. | 2.03% | Reduce -2.9% | 1,068,633 | $32.6M |
| Financial Advisors Network, Inc. | 4.46% | Add +2.0% | 1,059,847 | $32.3M |
| CX Institutional | 0.98% | Reduce -42.9% | 1,055,086 | $32.2M |
| Serenity Investment Advisors | 14.99% | Add +8.5% | 961,436 | $32.0M |
| Dodds Wealth, LLC | 7.79% | Reduce -2.1% | 1,041,126 | $31.8M |
| GHP Investment Advisors, Inc. | 1.29% | Add +1.9% | 1,024,923 | $31.3M |
| MAI Capital Management | 0.18% | Add +1.0% | 1,015,979 | $31.0M |
| TSG Advice Partners, LLC | 4.63% | New | 1,012,162 | $30.9M |
| Southern Michigan Bank & Trust | 11.72% | — | 1,001,625 | $30.5M |
| Ally Invest Advisors Inc. | 1.98% | Add +1.3% | 964,431 | $29.4M |
| Tradition Wealth Management, LLC | 2.05% | Add +1.1% | 944,929 | $28.8M |
| MML Investors Services, LLC | 0.08% | Reduce -13.6% | 920,773 | $28.1M |
| Raymond James Financial Inc. | 0.01% | Add +1.1% | 851,664 | $26.0M |
| KRM Wealth Management L.L.C. | 13.21% | Add +3.5% | 831,467 | $25.4M |
| Persium Advisors, LLC | 19.90% | Reduce -2.0% | 828,626 | $25.3M |
| Wells Fargo & Company | 0.01% | Reduce -6.7% | 819,710 | $25.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +33.5% | 811,887 | $24.8M |
| Merit Financial Group, LLC | 0.18% | Add +0.3% | 804,791 | $24.5M |
| Sage Financial Group Inc. | 1.53% | Reduce -1.2% | 772,170 | $23.6M |
| Royal Bank of Canada | 0.00% | Add +7.2% | 753,271 | $23.0M |
| Noble Family Wealth, LLC | 4.56% | Reduce -0.6% | 724,813 | $22.1M |
| Waverly Advisors, LLC | 0.16% | Add +22.8% | 718,686 | $21.9M |
| USAdvisors Wealth Management, LLC | 7.26% | Add +4.4% | 730,681 | $21.8M |
| OneDigital Investment Advisors LLC | 0.21% | Reduce -33.2% | 695,917 | $21.2M |
| Ethos Financial Group, LLC | 1.55% | Add +1.6% | 693,268 | $21.1M |
| Keeler & Nadler Financial Planning & Wealth Management | 7.11% | Add +1.0% | 687,339 | $21.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.30% | Reduce -2.3% | 681,403 | $20.8M |
| Focus Partners Wealth | 0.02% | Add +2.3% | 666,146 | $20.3M |
| Prime Capital Investment Advisors, LLC | 0.23% | Reduce -6.9% | 659,706 | $20.1M |
| Meriwether Wealth & Planning, LLC | 10.96% | Reduce -14.1% | 656,026 | $20.0M |
| Choreo, LLC | 0.24% | Add +532.0% | 653,802 | $19.9M |
| LCNB Corp. | 6.70% | Add +0.1% | 653,158 | $19.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -3.8% | 647,244 | $19.7M |
| Cornerstone Wealth Advisors, Inc. | 4.52% | Add +2.3% | 643,115 | $19.6M |
| Seneca Financial Advisors LLC | 5.71% | Reduce -2.2% | 638,696 | $19.5M |
| Focus Financial Network, Inc. | 0.70% | Reduce -10.9% | 636,842 | $19.4M |
| Perigon Wealth Management, LLC | 0.35% | Add +2.5% | 628,987 | $19.2M |
| Cape Investment Advisory, Inc. | 6.10% | Add +0.6% | 601,671 | $18.4M |
| Garde Capital, Inc. | 1.08% | Reduce -2.1% | 590,652 | $18.0M |
| Seek First Inc. | 12.47% | Add +7.3% | 580,171 | $17.7M |
| Whitaker-Myers Wealth Managers, LTD. | 3.51% | Add +4.3% | 577,350 | $17.6M |
| Farther Finance Advisors, LLC | 0.16% | Add +12.0% | 568,613 | $17.4M |
| JBGlobal.com LLC | 16.92% | New | 563,413 | $17.2M |
| Denver PWM, LLC | 5.86% | Reduce -21.1% | 521,831 | $17.0M |
| Mutual Advisors, LLC | 0.36% | Reduce -7.1% | 556,876 | $17.0M |
| Northeast Financial Group, Inc. | 4.46% | Reduce -9.4% | 549,657 | $16.8M |
| Payne Capital Management, LLC | 5.02% | Add +2.6% | 543,690 | $16.6M |
| YANKCOM Partnership | 6.72% | Add +14.0% | 536,086 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -33.8% | 511,304 | $15.6M |
| Sunbelt Securities, Inc. | 0.98% | Add +25.0% | 510,572 | $15.6M |
"% 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.