SCHWAB US LARGE-CAP VALUE (SCHV) Institutional Shareholders
SCHWAB US LARGE-CAP VALUE (SCHV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $10.38B in SCHV holdings during the latest filing period.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHV tracked by InsiderSet, reporting ownership valued at approximately $1.48B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $1.65B, representing an estimated gain of +11.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed SCHV value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Sei Investments Co, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in SCHWAB US LARGE-CAP VALUE (SCHV).
This page ranks the largest institutional SCHV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
969
Total Reported Value
$10.38B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.48B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 3.00% | 48,427,803 | $1,477,048,004 | $1,649,935,248 | +$172,887,244 | +11.70% | |
| Sei Investments Co | 1.26% | 44,768,506 | $1,365,447,120 | $1,525,262,999 | +$159,815,879 | +11.70% | |
| Envestnet Asset Management Inc | 0.15% | 18,286,178 | $557,728,434 | $623,010,084 | +$65,281,650 | +11.70% | |
| Avantax Planning Partners, Inc. | 8.85% | 10,212,910 | $355,511,403 | $347,953,844 | -$7,557,559 | -2.13% | |
| Mather Group, Llc. | 3.07% | 10,099,022 | $351,546,950 | $344,073,680 | -$7,473,270 | -2.13% | |
| Osaic Holdings, Inc. | 0.50% | 11,280,212 | $343,030,274 | $384,316,823 | +$41,286,549 | +12.04% | |
| Mariner, Llc | 0.33% | 9,175,772 | $279,825,462 | $312,618,552 | +$32,793,090 | +11.72% | |
| Vantagepoint Investment Advisers Llc | 2.08% | 8,055,052 | $245,679,086 | $274,435,622 | +$28,756,536 | +11.70% | |
| Moneta Group Investment Advisors Llc | 1.16% | 5,065,538 | $154,498,898 | $172,582,880 | +$18,083,982 | +11.70% | |
| Wealth Enhancement Advisory Services, Llc | 0.22% | 3,727,556 | $128,190,645 | $126,997,833 | -$1,192,812 | -0.93% | |
| Beacon Pointe Advisors, Llc | 0.63% | 3,873,113 | $118,129,938 | $131,956,960 | +$13,827,022 | +11.70% | |
| Gemmer Asset Management Llc | 7.89% | 3,373,480 | $117,430,855 | $114,934,464 | -$2,496,391 | -2.13% | |
| Cetera Investment Advisers | 0.11% | 3,544,184 | $108,097,614 | $120,750,349 | +$12,652,735 | +11.70% | |
| Rainey & Randall Wealth Advisors Inc. | 15.01% | 3,018,201 | $105,063,578 | $102,830,108 | -$2,233,470 | -2.13% | |
| Lpl Financial Llc | 0.03% | 3,312,316 | $101,025,638 | $112,850,606 | +$11,824,968 | +11.70% | |
| Krilogy Financial Llc | 2.97% | 2,880,128 | $100,257,259 | $98,125,961 | -$2,131,298 | -2.13% | |
| Savant Capital, Llc | 0.46% | 3,109,373 | $94,835,863 | $105,936,338 | +$11,100,475 | +11.70% | |
| Morgan Stanley | 0.01% | 3,035,400 | $92,579,747 | $103,416,078 | +$10,836,331 | +11.70% | |
| Mokosak Advisory Group, Llc | 22.97% | 3,008,501 | $91,761,806 | $102,499,629 | +$10,737,823 | +11.70% | |
| Exchange Traded Concepts, Llc | 0.41% | 2,402,516 | $83,631,582 | $81,853,720 | -$1,777,862 | -2.13% | |
| Ubs Group Ag | 0.01% | 2,724,680 | $83,102,740 | $92,829,848 | +$9,727,108 | +11.70% | |
| Hightower Advisors, Llc | 0.09% | 2,657,597 | $81,056,911 | $90,544,330 | +$9,487,419 | +11.70% | |
| Ameriprise Financial Inc | 0.02% | 2,611,756 | $79,654,863 | $88,982,527 | +$9,327,664 | +11.71% | |
| Cooper Financial Group | 6.58% | 2,276,475 | $79,244,085 | $77,559,503 | -$1,684,582 | -2.13% | |
| Financial Advisors Network, Inc. | 4.34% | 2,098,839 | $63,089,879 | $71,507,445 | +$8,417,566 | +13.34% | |
| Summit Wealth & Retirement Planning, Inc. | 13.11% | 1,777,034 | $61,858,567 | $60,543,548 | -$1,315,019 | -2.13% | |
| World Investment Advisors | 0.97% | 1,977,398 | $60,310,658 | $67,369,950 | +$7,059,292 | +11.70% | |
| Compound Planning, Inc. | 1.86% | 1,974,442 | $60,220,479 | $67,269,239 | +$7,048,760 | +11.70% | |
| Financial Management Professionals, Inc. | 5.68% | 1,721,114 | $59,911,315 | $58,638,354 | -$1,272,961 | -2.12% | |
| Genwealth Group, Inc. | 9.12% | 1,681,637 | $58,537,785 | $57,293,373 | -$1,244,412 | -2.13% | |
| Creative Planning | 0.04% | 1,918,994 | $58,529,332 | $65,380,126 | +$6,850,794 | +11.70% | |
| Bank Of America Corp | 0.00% | 1,891,652 | $57,695,391 | $64,448,584 | +$6,753,193 | +11.70% | |
| United Capital Financial Advisors, Llc | 0.31% | 1,625,488 | $49,577,397 | $55,380,376 | +$5,802,979 | +11.70% | |
| Focus Partners Advisor Solutions, Llc | 0.48% | 1,563,981 | $47,691,877 | $53,284,833 | +$5,592,956 | +11.73% | |
| Hrc Wealth Management, Llc | 18.55% | 1,302,258 | $45,331,608 | $44,367,930 | -$963,678 | -2.13% | |
| Xml Financial, Llc | 3.17% | 1,253,900 | $43,648,270 | $42,720,373 | -$927,897 | -2.13% | |
| Black Diamond Financial, Llc | 4.70% | 1,411,012 | $43,035,969 | $48,073,179 | +$5,037,210 | +11.70% | |
| Veery Capital, Llc | 11.18% | 1,196,106 | $41,636,449 | $40,751,331 | -$885,118 | -2.13% | |
| Northern Capital Management, Inc. | 20.99% | 1,361,870 | $41,537,054 | $46,398,911 | +$4,861,857 | +11.70% | |
| Dravo Bay Llc | 16.47% | 1,329,056 | $40,536,206 | $45,280,938 | +$4,744,732 | +11.70% | |
| Brady Martz Wealth Solutions, Llc | 5.96% | 1,134,296 | $39,484,836 | $38,645,465 | -$839,371 | -2.13% | |
| Summit Asset Management, Llc | 5.23% | 1,232,457 | $37,589,925 | $41,989,810 | +$4,399,885 | +11.70% | |
| Fas Wealth Partners, Inc. | 1.92% | 1,057,653 | $36,816,899 | $36,034,238 | -$782,661 | -2.13% | |
| Nicolet Bankshares Inc | 1.34% | 1,193,258 | $36,394,369 | $40,654,300 | +$4,259,931 | +11.70% | |
| Ghp Investment Advisors, Inc. | 1.33% | 1,038,715 | $36,157,682 | $35,389,020 | -$768,662 | -2.13% | |
| Southern Michigan Bank & Trust | 12.62% | 1,019,784 | $35,498,681 | $34,744,041 | -$754,640 | -2.13% | |
| Midwest Trust Co | 0.43% | 1,138,230 | $34,716,010 | $38,779,496 | +$4,063,486 | +11.70% | |
| Cerity Partners Llc | 0.05% | 1,103,286 | $33,853,546 | $37,588,954 | +$3,735,408 | +11.03% | |
| Captrust Financial Advisors | 0.06% | 1,100,624 | $33,568,494 | $37,498,260 | +$3,929,766 | +11.71% | |
| Dodds Wealth, Llc | 7.79% | 1,041,126 | $31,754,343 | $35,471,163 | +$3,716,820 | +11.70% |
Frequently asked questions about SCHV
Who owns the most SCHV stock?
The largest holders of SCHV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB US LARGE-CAP VALUE (SCHV).
Is SCHV widely held by superinvestors?
Many widely followed stocks like SCHV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.