Who owns SCHV?
Schwab U.S. Large-Cap Value ETF · Schwab
992 institutions reported holding SCHV, worth $11.6B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SCHV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $1.6B | 46,499,260 | −1,928,543 shares |
| SEI Investments Co | Oaks, PA | $1.6B | 45,024,906 | +256,400 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $451.2M | 12,960,727 | −5,325,451 shares |
| Avantax Planning Partners, Inc. | Dubuque, IA | $355.5M | 10,212,910 | −4,576 shares |
| Mather Group, LLC. | Chicago, IL | $351.5M | 10,099,022 | −25,242,337 shares |
| Mariner, LLC | Overland Park, KS | $318.3M | 9,144,880 | −30,892 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $310.3M | 8,912,979 | −2,367,233 shares |
| Vantagepoint Investment Advisers LLC | Washington, DC | $269.9M | 7,753,808 | −301,244 shares |
| Savant Capital, LLC | Rockford, IL | $208.7M | 6,378,613 | +3,269,240 shares |
| Moneta Group Investment Advisors LLC | St Louis, MO | $184.2M | 5,291,984 | +226,446 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SCHV?
992 institutional managers reported holding SCHV in Form 13F filings for June 30, 2026, worth $11.6B in total. The largest reported position was held by Financial Engines Advisors L.L.C., at $1.6B.
Did institutions buy or sell SCHV last quarter?
Reported 13F value rose 6.0% from March 31, 2026, which includes price moves as well as buying and selling. 109 firms reported a new position and 48 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SCHV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.