13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SCHV

SCHWAB US LARGE-CAP VALUE

1,050 institutions still hold SCHWAB US LARGE-CAP VALUE as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 808524409·Exchange Traded Fund·1,050 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$6.8B
visible holders
Holders
1,050
filers reporting
Concentration
23.87%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q2 2026

1,050 institutions reported SCHV in Q2 2026. Financial Engines Advisors L.L.C. leads at 23.9% 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
$1.6B46.5M2.87%Q2 202602
SEI INVESTMENTS CO
CIK 0000350894
$1.6B45.0M1.38%Q2 202603
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$451M13.0M0.11%Q2 202604
Avantax Planning Partners, Inc.
CIK 0001005441
$356M10.2M8.85%Q2 202605
MATHER GROUP, LLC.
CIK 0001527641
$352M10.1M3.07%Q2 202606
Mariner, LLC
CIK 0001373442
$318M9.1M0.33%Q2 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$310M8.9M0.36%Q2 202608
VANTAGEPOINT INVESTMENT ADVISERS LLC
CIK 0001087912
$270M7.8M2.02%Q2 202609
Savant Capital, LLC
CIK 0001482880
$209M6.4M0.61%Q2 202610
MONETA GROUP INVESTMENT ADVISORS LLC
CIK 0001120927
$184M5.3M1.36%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$128M3.7M0.21%Q2 202612
LPL Financial LLC
CIK 0001403438
$128M3.7M0.03%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$124M3.6M0.11%Q2 202614
Betterment LLC
CIK 0001633901
$122M4.0M0.23%Q1 202615
Beacon Pointe Advisors, LLC
CIK 0001744317
$118M3.9M0.62%Q1 202616
Gemmer Asset Management LLC
CIK 0001607825
$117M3.4M7.89%Q2 202617
RAINEY & RANDALL WEALTH ADVISORS INC.
CIK 0001728355
$105M3.0M15.01%Q2 202618
Mokosak Advisory Group, LLC
CIK 0001713112
$105M3.0M22.72%Q2 202619
Krilogy Financial LLC
CIK 0001659047
$100M2.9M2.96%Q2 202620
MORGAN STANLEY
CIK 0000895421
$97M2.8M0.01%Q2 2026
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