SCHWAB US LARGE-CAP VALUE SCHV
$34.43
+0.0% 52w: $27.71 – $34.84
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data27.7131.2834.84
Aug 18, 2025 Jul 2, 2026
Institutional holders
970
+38 QoQ
13F value
$11.11B
+4.5% QoQ
Smart-money holders
21
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$237K calls / — puts
Institutional value by quarter
Number of holders
Who owns SCHV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Wealth advisor | 48.4M | $1.48B | 3.0% | -4.6% |
| SEI INVESTMENTS CO | Diversified mechanical | 44.8M | $1.37B | 1.3% | -2.2% |
| MATHER GROUP, LLC. | Wealth advisor | 35.3M | $1.08B | 10.8% | +0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 18.3M | $557.7M | 0.1% | +10.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.3M | $343.0M | 0.5% | -2.8% |
| Avantax Planning Partners, Inc. | Wealth advisor | 10.2M | $311.6M | 8.6% | +0.3% |
| Mariner, LLC | Diversified mechanical | 9.2M | $279.8M | 0.3% | +0.8% |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | Wealth advisor | 8.1M | $245.7M | — | -5.4% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 5.1M | $154.5M | 1.2% | +7.3% |
| Betterment LLC | Wealth advisor | 4.0M | $122.0M | 0.2% | -2.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 3.9M | $118.1M | 0.6% | +234.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 3.8M | $117.0M | — | -40.2% |
| Cetera Investment Advisers | Wealth advisor | 3.5M | $108.1M | 0.1% | -1.9% |
| Gemmer Asset Management LLC | Wealth advisor | 3.4M | $104.7M | 8.3% | -6.8% |
| LPL Financial LLC | Bank broker | 3.3M | $101.0M | 0.0% | +1.9% |
| Savant Capital, LLC | Wealth advisor | 3.1M | $94.8M | 0.5% | -2.5% |
| MORGAN STANLEY | Bank broker | 3.0M | $92.6M | 0.0% | +9.7% |
| Mokosak Advisory Group, LLC | Wealth advisor | 3.0M | $91.8M | — | -1.3% |
| RAINEY & RANDALL WEALTH ADVISORS INC. | Wealth advisor | 3.0M | $91.4M | — | +0.6% |
| Krilogy Financial LLC | Wealth advisor | 2.9M | $91.3M | 2.9% | +0.5% |
| UBS Group AG | Bank broker | 2.7M | $83.1M | 0.0% | +10.0% |
| HighTower Advisors, LLC | Diversified mechanical | 2.7M | $81.1M | 0.1% | 0.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 2.6M | $79.7M | 0.0% | -6.4% |
| Cooper Financial Group | Wealth advisor | 2.1M | $65.1M | 6.6% | +3.6% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 2.1M | $64.0M | 0.5% | +3.1% |
| World Investment Advisors | Wealth advisor | 2.0M | $60.3M | 1.0% | +101.6% |
| Compound Planning, Inc. | Wealth advisor | 2.0M | $60.2M | 1.9% | -5.7% |
| Creative Planning | Wealth advisor | 1.9M | $58.5M | 0.0% | -36.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $57.7M | 0.0% | -0.3% |
| Financial Management Professionals, Inc. | Wealth advisor | 1.7M | $52.6M | 5.9% | New |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | Wealth advisor | 1.7M | $52.6M | 12.5% | +1.0% |
| GenWealth Group, Inc. | Wealth advisor | 1.7M | $52.0M | 8.9% | +3.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.6M | $49.6M | 0.3% | -2.3% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 1.6M | $47.7M | 0.5% | -5.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.6M | $46.4M | 0.0% | +31.1% |
| Black Diamond Financial, LLC | Wealth advisor | 1.4M | $43.0M | 4.7% | +3.3% |
| Northern Capital Management, Inc. | Wealth advisor | 1.4M | $41.7M | — | +23.1% |
| DRAVO BAY LLC | Wealth advisor | 1.3M | $40.5M | 16.5% | +3.4% |
| HRC WEALTH MANAGEMENT, LLC | Wealth advisor | 1.3M | $39.9M | — | +1.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.3M | $38.7M | 0.1% | -8.1% |
| XML Financial, LLC | Wealth advisor | 1.2M | $37.9M | 3.1% | +7.2% |
| Summit Asset Management, LLC | Wealth advisor | 1.2M | $37.6M | 5.2% | +4.8% |
| BALLAST ADVISORS LLC | Wealth advisor | 1.2M | $36.4M | 10.6% | +5.2% |
| NICOLET BANKSHARES INC | Wealth advisor | 1.2M | $36.4M | 1.3% | New |
| Veery Capital, LLC | Wealth advisor | 1.2M | $35.6M | — | +2.9% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.2M | $35.6M | 0.2% | -1.8% |
| Midwest Trust Co | Other | 1.1M | $34.7M | 0.4% | +3.8% |
| Brady Martz Wealth Solutions, LLC | Wealth advisor | 1.1M | $34.6M | 5.9% | -7.6% |
| Cerity Partners LLC | Diversified mechanical | 1.1M | $33.9M | 0.0% | +16.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.1M | $33.6M | 0.1% | +69.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.