SCHV Institutional Ownership & Shareholders
SCHWAB US LARGE-CAP VALUE (SCHV) is currently held by 990 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $11.23B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of SCHV tracked by InsiderSet, reporting ownership valued at approximately $1.62B in its June 30, 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 $1.61B, representing an estimated loss of -0.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% 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
990
Total Reported Value
$11.23B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.62B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
21
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. | 2.87% | 46,499,260 | $1,618,639,253 | $1,610,269,374 | -$8,369,879 | -0.52% | |
| Sei Investments Co | 1.38% | 45,024,906 | $1,567,316,960 | $1,559,212,495 | -$8,104,465 | -0.52% | |
| Envestnet Asset Management Inc | 0.11% | 12,960,727 | $451,162,917 | $448,829,976 | -$2,332,941 | -0.52% | |
| Avantax Planning Partners, Inc. | 8.85% | 10,212,910 | $355,511,403 | $353,673,073 | -$1,838,330 | -0.52% | |
| Mariner, Llc | 0.33% | 9,144,880 | $318,329,714 | $316,687,194 | -$1,642,520 | -0.52% | |
| Osaic Holdings, Inc. | 0.36% | 8,912,979 | $310,270,771 | $308,656,463 | -$1,614,308 | -0.52% | |
| Mather Group, Llc. | 2.18% | 7,720,024 | $257,153,991 | $267,344,431 | +$10,190,440 | +3.96% | |
| Vantagepoint Investment Advisers Llc | 1.84% | 7,324,375 | $243,974,931 | $253,643,106 | +$9,668,175 | +3.96% | |
| Savant Capital, Llc | 0.61% | 6,378,613 | $208,660,697 | $220,891,368 | +$12,230,671 | +5.86% | |
| Moneta Group Investment Advisors Llc | 1.36% | 5,291,984 | $184,213,968 | $183,261,406 | -$952,562 | -0.52% | |
| Beacon Pointe Advisors, Llc | 0.63% | 3,917,972 | $136,384,607 | $135,679,370 | -$705,237 | -0.52% | |
| Betterment Llc | 0.23% | 3,867,616 | $134,632,000 | $133,935,542 | -$696,458 | -0.52% | |
| Lpl Financial Llc | 0.03% | 3,674,944 | $127,924,780 | $127,263,311 | -$661,469 | -0.52% | |
| Wealth Enhancement Advisory Services, Llc | 0.19% | 3,681,499 | $124,471,480 | $127,490,310 | +$3,018,830 | +2.43% | |
| Cetera Investment Advisers | 0.11% | 3,571,303 | $124,317,054 | $123,674,223 | -$642,831 | -0.52% | |
| Gemmer Asset Management Llc | 7.26% | 3,341,318 | $111,299,300 | $115,709,842 | +$4,410,542 | +3.96% | |
| Mokosak Advisory Group, Llc | 22.33% | 3,043,184 | $101,368,477 | $105,385,462 | +$4,016,985 | +3.96% | |
| Rainey & Randall Wealth Advisors Inc. | 14.48% | 3,033,676 | $101,051,753 | $105,056,200 | +$4,004,447 | +3.96% | |
| Krilogy Financial Llc | 2.65% | 2,852,950 | $97,114,434 | $98,797,659 | +$1,683,225 | +1.73% | |
| Morgan Stanley | 0.01% | 2,779,835 | $96,766,119 | $96,265,686 | -$500,433 | -0.52% | |
| Ameriprise Financial Inc | 0.02% | 2,705,341 | $94,189,565 | $93,685,959 | -$503,606 | -0.53% | |
| Ubs Group Ag | 0.01% | 2,701,363 | $94,034,446 | $93,548,201 | -$486,245 | -0.52% | |
| Exchange Traded Concepts, Llc | 0.38% | 2,588,904 | $86,236,392 | $89,653,746 | +$3,417,354 | +3.96% | |
| Cooper Financial Group | 6.27% | 2,360,396 | $78,624,803 | $81,740,513 | +$3,115,710 | +3.96% | |
| Compound Planning, Inc. | 1.83% | 2,011,430 | $70,017,873 | $69,655,821 | -$362,052 | -0.52% | |
| Bank Of America Corp | 0.00% | 1,921,981 | $66,904,162 | $66,558,202 | -$345,960 | -0.52% | |
| Black Diamond Financial, Llc | 5.31% | 1,872,984 | $62,389,119 | $64,861,436 | +$2,472,317 | +3.96% | |
| Summit Wealth & Retirement Planning, Inc. | 13.11% | 1,777,034 | $61,858,567 | $61,538,687 | -$319,880 | -0.52% | |
| World Investment Advisors | 1.00% | 1,970,475 | $60,154,101 | $68,237,549 | +$8,083,448 | +13.44% | |
| Financial Management Professionals, Inc. | 5.46% | 1,738,485 | $57,908,936 | $60,203,736 | +$2,294,800 | +3.96% | |
| Creative Planning | 0.03% | 1,719,804 | $57,286,682 | $59,556,813 | +$2,270,131 | +3.96% | |
| Focus Partners Advisor Solutions, Llc | 0.48% | 1,627,002 | $56,635,953 | $56,343,079 | -$292,874 | -0.52% | |
| United Capital Financial Advisors, Llc | 0.31% | 1,599,656 | $55,716,024 | $55,396,087 | -$319,937 | -0.57% | |
| Genwealth Group, Inc. | 8.59% | 1,653,013 | $55,061,873 | $57,243,840 | +$2,181,967 | +3.96% | |
| Jpmorgan Chase & Co | 0.00% | 1,568,627 | $54,494,157 | $54,321,553 | -$172,604 | -0.32% | |
| Dravo Bay Llc | 17.52% | 1,454,110 | $50,617,553 | $50,355,829 | -$261,724 | -0.52% | |
| Northern Capital Management, Inc. | 20.97% | 1,412,672 | $49,175,115 | $48,920,831 | -$254,284 | -0.52% | |
| Captrust Financial Advisors | 0.07% | 1,333,572 | $46,421,626 | $46,181,598 | -$240,028 | -0.52% | |
| Thrivent Financial For Lutherans | 0.08% | 1,299,421 | $45,233,000 | $44,998,949 | -$234,051 | -0.52% | |
| Hrc Wealth Management, Llc | 17.21% | 1,297,154 | $43,208,202 | $44,920,443 | +$1,712,241 | +3.96% | |
| Summit Asset Management, Llc | 5.46% | 1,224,848 | $42,636,949 | $42,416,486 | -$220,463 | -0.52% | |
| Xml Financial, Llc | 3.06% | 1,278,661 | $42,592,218 | $44,280,030 | +$1,687,812 | +3.96% | |
| Mml Investors Services, Llc | 0.08% | 1,186,101 | $41,288,177 | $41,074,678 | -$213,499 | -0.52% | |
| Ballast Advisors Llc | 9.79% | 1,179,966 | $41,074,608 | $40,862,223 | -$212,385 | -0.52% | |
| Cerity Partners Llc | 0.05% | 1,744,278 | $40,959,265 | $60,404,347 | +$19,445,082 | +47.47% | |
| Veery Capital, Llc | 10.79% | 1,215,553 | $40,490,081 | $42,094,600 | +$1,604,519 | +3.96% | |
| Midwest Trust Co | 0.44% | 1,191,397 | $39,685,450 | $41,258,078 | +$1,572,628 | +3.96% | |
| Brady Martz Wealth Solutions, Llc | 5.96% | 1,134,296 | $39,484,836 | $39,280,670 | -$204,166 | -0.52% | |
| Nicolet Bankshares Inc | 1.25% | 1,126,459 | $39,212,038 | $39,009,275 | -$202,763 | -0.52% | |
| Tsg Advice Partners, Llc | 5.01% | 1,099,433 | $38,271,274 | $38,073,365 | -$197,909 | -0.52% |
Frequently asked questions about SCHV
Who are the largest institutional holders of SCHV?
The largest institutional holders of SCHV reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Sei Investments Co, Envestnet Asset Management Inc, Avantax Planning Partners, Inc., and Mariner, Llc. InsiderSet ranks institutional holders by their latest reported SCHV position.
What is SCHV institutional ownership?
This page tracks SCHV positions reported by institutional investment managers through SEC Form 13F. SCHWAB US LARGE-CAP VALUE (SCHV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHV?
InsiderSet currently tracks 990 institutional managers reporting SCHV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHV shareholders.
How much SCHV stock do institutions own?
Institutional investment managers disclosed approximately $11.23B in SCHV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHV institutional ownership last updated?
The latest SCHV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHV position after the reporting date.
Are institutions buying or selling SCHV?
Institutional buying and selling can be analyzed by comparing SCHV positions across consecutive 13F reporting periods. InsiderSet's SCHV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHV ownership changes.
How has SCHV institutional ownership changed over time?
InsiderSet tracks SCHV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.