13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
SCHV

SCHWAB US LARGE-CAP VALUE

1,019 institutions still hold SCHWAB US LARGE-CAP VALUE as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524409·Exchange Traded Fund·1,019 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$7.0B
visible holders
Holders
1,019
filers reporting
Concentration
21.15%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

1,019 institutions reported SCHV in Q1 2026. Financial Engines Advisors L.L.C. leads at 21.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$1.5B48.4M3.00%Q1 202602
SEI INVESTMENTS CO
CIK 0000350894
$1.4B44.8M1.26%Q1 202603
MATHER GROUP, LLC.
CIK 0001527641
$1.1B35.3M10.75%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$558M18.3M0.15%Q1 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$343M11.3M0.50%Q1 202606
Avantax Planning Partners, Inc.
CIK 0001005441
$312M10.2M8.56%Q1 202607
Mariner, LLC
CIK 0001373442
$280M9.2M0.33%Q1 202608
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$246M8.1M2.08%Q1 202609
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$154M5.1M1.16%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$128M3.7M0.21%Q2 202611
Betterment LLC
CIK 0001633901
$122M4.0M0.23%Q1 202612
Beacon Pointe Advisors, LLC
CIK 0001744317
$118M3.9M0.62%Q1 202613
Gemmer Asset Management LLC
CIK 0001607825
$117M3.4M7.89%Q2 202614
Cetera Investment Advisers
CIK 0001666741
$108M3.5M0.12%Q1 202615
RAINEY & RANDALL WEALTH ADVISORS INC.
CIK 0001728355
$105M3.0M15.01%Q2 202616
LPL Financial LLC
CIK 0001403438
$101M3.3M0.03%Q1 202617
Savant Capital, LLC
CIK 0001482880
$95M3.1M0.46%Q1 202618
MORGAN STANLEY
CIK 0000895421
$93M3.0M0.01%Q1 202619
Mokosak Advisory Group, LLC
CIK 0001713112
$92M3.0M22.97%Q1 202620
Krilogy Financial LLC
CIK 0001659047
$91M2.9M2.94%Q1 2026
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