SCHV
ETF

Schwab U.S. Large-Cap Value ETF

US LCAP VA ETF As of Jun 30, 2026 CUSIP 808524409
Institutional Holders
1,003
Total Held Value
$11.39B
Total Exact Shares
332.00M
Largest Holder
Financial Engines Advisors
46.50M shares • $1.62B
Reported Holders1,003
Filings dated Jun 30, 2026 unless marked
# Trend (4Q)
1 Financial Engines Advisors $1.62B 2.9% -4.0% 46.50M Jun 30, 2026
2 SEI Investments $1.57B 1.4% +0.6% 45.02M Jun 30, 2026
3 Envestnet Asset Management $451.2M 0.1% -29.1% 12.96M Jun 30, 2026
4 Avantax Planning Partners $355.5M 8.8% -0.0% 10.21M Jun 30, 2026
5 Mariner $318.3M 0.3% -0.3% 9.14M Jun 30, 2026
6 Osaic Holdings $310.3M 0.4% -21.0% 8.91M Jun 30, 2026
7 Mather Group
Filing dated Sep 30, 2026
 $257.2M 2.2% -23.6% 7.72M Sep 30, 2026
8 Vantagepoint Investment Advisers
Filing dated Sep 30, 2026
 $244.0M 1.8% -5.5% 7.32M Sep 30, 2026
9 Savant Capital $208.7M 0.6% +105.1% 6.38M Jun 30, 2026
10 Moneta Group Investment Advisors $184.2M 1.4% +4.5% 5.29M Jun 30, 2026
11 Beacon Pointe Advisors $136.4M 0.6% +1.2% 3.92M Jun 30, 2026
12 Betterment $134.6M 0.2% -3.3% 3.87M Jun 30, 2026
13 LPL Financial $127.9M <0.1% +10.9% 3.67M Jun 30, 2026
14 Wealth Enhancement Advisory Services
Filing dated Sep 30, 2026
 $124.5M 0.2% -1.2% 3.68M Sep 30, 2026
15 Cetera Investment Advisers $124.3M 0.1% +0.8% 3.57M Jun 30, 2026
16 Gemmer Asset Management
Filing dated Sep 30, 2026
 $111.3M 7.3% -1.0% 3.34M Sep 30, 2026
17 Mokosak Advisory Group
Filing dated Sep 30, 2026
 $101.4M 22.3% +1.0% 3.04M Sep 30, 2026
18 Rainey & Randall Wealth Advisors
Filing dated Sep 30, 2026
 $101.1M 14.5% +0.5% 3.03M Sep 30, 2026
19 Krilogy Financial
Filing dated Sep 30, 2026
 $97.1M 2.7% -0.9% 2.85M Sep 30, 2026
20 Morgan Stanley $96.8M <0.1% -8.4% 2.78M Jun 30, 2026
Exited in Latest Filing51
# Fund Prior Value Prior % of Fund Change Prior Shares Trend (4Q) Exit Report
Each exit is an immediately prior-filing position absent from that manager's latest published filing. Prior values are shown for context and are not included in current totals.