Who owns Schwab U.S. Large-Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SCHV from SEC Form 13F filings across 994 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 994 institutions disclosed 333.6M shares of Schwab U.S. Large-Cap Value ETF worth $11.56B — about 71.3% of shares outstanding; the largest disclosed holder is Financial Engines Advisors L.L.C.. Source: SEC Form 13F filings, parsed by EvidInvest.
994
13F holders
$11.56B
value, 2026 filers
71.3%
of shares outstanding (333.6M sh)
110
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SCHV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 46.5M | $1.62B | 2.9% | 9.9% | -4.0% |
| 2 | SEI INVESTMENTS CO | 45.0M | $1.57B | 1.4% | 9.6% | +0.6% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 13.0M | $451.2M | 0.1% | 2.8% | -29.1% |
| 4 | Avantax Planning Partners, Inc. | 10.2M | $355.5M | 8.8% | 2.2% | 0.0% |
| 5 | MATHER GROUP, LLC. | 10.1M | $351.5M | 3.1% | 2.2% | -71.4% |
| 6 | Mariner, LLC | 9.1M | $318.3M | 0.3% | 2% | -0.3% |
| 7 | OSAIC HOLDINGS, INC. | 8.9M | $310.3M | 0.4% | 1.9% | -21.0% |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 7.8M | $269.9M | 2.0% | 1.7% | -3.7% |
| 9 | Savant Capital, LLC | 6.4M | $208.7M | 0.6% | 1.4% | +105.1% |
| 10 | MONETA GROUP INVESTMENT ADVISORS LLC | 5.3M | $184.2M | 1.4% | 1.1% | +4.5% |
| 11 | Beacon Pointe Advisors, LLC | 3.9M | $136.4M | 0.6% | 0.8% | +1.2% |
| 12 | Betterment LLC | 3.9M | $134.6M | 0.2% | 0.8% | -3.3% |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3.7M | $128.2M | 0.2% | 0.8% | -2.2% |
| 14 | LPL Financial LLC | 3.7M | $127.9M | 0.0% | 0.8% | +10.9% |
| 15 | Cetera Investment Advisers | 3.6M | $124.3M | 0.1% | 0.8% | +0.8% |
| 16 | Gemmer Asset Management LLC | 3.4M | $117.4M | 7.9% | 0.7% | -1.7% |
| 17 | RAINEY & RANDALL WEALTH ADVISORS INC. | 3.0M | $105.1M | 15.0% | 0.6% | +0.7% |
| 18 | Mokosak Advisory Group, LLC | 3.0M | $104.9M | 22.7% | 0.6% | +0.2% |
| 19 | Krilogy Financial LLC | 2.9M | $100.3M | 3.0% | 0.6% | +0.3% |
| 20 | MORGAN STANLEY | 2.8M | $96.8M | 0.0% | 0.6% | -8.4% |
| 21 | AMERIPRISE FINANCIAL INC | 2.7M | $94.2M | 0.0% | 0.6% | +3.6% |
| 22 | UBS Group AG | 2.7M | $94.0M | 0.0% | 0.6% | -0.9% |
| 23 | HighTower Advisors, LLC | 2.6M | $91.4M | 0.1% | 0.6% | -1.2% |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | 2.4M | $83.6M | 0.4% | 0.5% | +14.5% |
| 25 | Cooper Financial Group | 2.3M | $79.2M | 6.6% | 0.5% | +6.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.