DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded

SCHV

SCHWAB US LARGE-CAP VALUE

1,020 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·1,020 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 3.6%

vs prior quarter

13F value held

$6.9B

61.0% inst. owned

of float

Holders

1,020

+91 QoQ

filers reporting

Activity

+28 / −102

+924 added · −911 reduced

this quarter

Concentration

21.39%

Financial Engines Advisors L.L.C. #1

top holder share

AI Holders Summary · Q1 2026

1,020 institutions reported SCHV in Q1 2026. Financial Engines Advisors L.L.C. leads at 21.4% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Financial Engines Advisors L.L.C.

$1.5B48.4M3.00%Q1 2026 02

SEI INVESTMENTS CO

$1.4B44.8M1.26%Q1 2026 03

MATHER GROUP, LLC.

$1.1B35.3M10.75%Q1 2026 04

ENVESTNET ASSET MANAGEMENT INC

$558M18.3M0.15%Q1 2026 05

OSAIC HOLDINGS, INC.

$343M11.3M0.50%Q1 2026 06

Avantax Planning Partners, Inc.

$312M10.2M8.56%Q1 2026 07

$280M9.2M0.33%Q1 2026 08

VANTAGEPOINT INVESTMENT ADVISERS LLC

$246M8.1M2.08%Q1 2026 09

MONETA GROUP INVESTMENT ADVISORS LLC

$154M5.1M1.16%Q1 2026 10

Beacon Pointe Advisors, LLC

$118M3.9M0.62%Q1 2026 11

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$117M3.8M0.24%Q1 2026 12

Cetera Investment Advisers

$108M3.5M0.12%Q1 2026 13

Gemmer Asset Management LLC

$105M3.4M8.27%Q1 2026 14

LPL Financial LLC

$101M3.3M0.03%Q1 2026 15

Savant Capital, LLC

$95M3.1M0.46%Q1 2026 16

$93M3.0M0.01%Q1 2026 17

Mokosak Advisory Group, LLC

$92M3.0M22.97%Q1 2026 18

RAINEY & RANDALL WEALTH ADVISORS INC.

$91M3.0M14.84%Q1 2026 19

Krilogy Financial LLC

$91M2.9M2.94%Q1 2026 20

$83M2.7M0.01%Q1 2026

Page 1 of 51

1000 more holders available. Log in →