SCHWAB US LARGE-CAP VALUE (SCHV) Institutional Ownership and Insiders Activity
SCHWAB US LARGE-CAP VALUE (SCHV) is widely held by institutional investors, with 984 firms reporting positions valued at approximately $11.39B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is the largest disclosed holder, reporting approximately $1.62B in SCHV holdings in its latest filing.
Institutional Holders
984
Total Reported Value
$11.39B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.62B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
94
Funds Exiting Positions
85
Top Institutional Owners
View all- Financial Engines Advisors L.L.C.$1.62B
- Sei Investments Co$1.57B
- Envestnet Asset Management Inc$451.16M
- Avantax Planning Partners, Inc.$355.51M
- Mather Group, Llc.$351.55M
SCHV News
All news- Serenity Investment Advisors Q2 2026 Portfolio Activity: Significant Purchases Observed
Aug 25, 2026 · valut.ai
- Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Aug 21, 2026 · valut.ai
- Shepherd Kaplan Krochuk LLC Portfolio Shifts in Q2 2026
Aug 19, 2026 · valut.ai
- LCNB Corp Investment Activity in Q2 2026
Aug 12, 2026 · valut.ai
- Black Diamond Financial LLC Investment Activity Q2 2026: Significant Buys & Sells
Aug 8, 2026 · valut.ai
- Mokosak Advisory Group Q2 2026 Investment Activity
Aug 5, 2026 · valut.ai
- Spectrum Asset Management Inc Nb Ca Investment Activity Analysis: Q2 2026 Portfolio Changes
Aug 5, 2026 · valut.ai
- CDKV Holdings LLC Q2 2026 Portfolio Activity: Major Purchases and Sales Observed
Aug 4, 2026 · valut.ai