SCHWAB US LARGE-CAP VALUE (SCHV) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $10.70B 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 $1.66B, representing an estimated gain of +12.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% 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, Mather Group, Llc., 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
948
Total Reported Value
$10.70B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$1.48B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
55
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 | $1,664,463,589 | +$187,415,585 | +12.69% | |
| Sei Investments Co | 1.26% | 44,768,506 | $1,365,447,120 | $1,538,693,551 | +$173,246,431 | +12.69% | |
| Mather Group, Llc. | 10.75% | 35,341,359 | $1,077,911,458 | $1,214,682,509 | +$136,771,051 | +12.69% | |
| Envestnet Asset Management Inc | 0.15% | 18,286,178 | $557,728,434 | $628,495,938 | +$70,767,504 | +12.69% | |
| Osaic Holdings, Inc. | 0.50% | 11,280,212 | $343,030,274 | $387,700,886 | +$44,670,612 | +13.02% | |
| Avantax Planning Partners, Inc. | 8.56% | 10,217,486 | $311,633,326 | $351,174,994 | +$39,541,668 | +12.69% | |
| Mariner, Llc | 0.33% | 9,175,772 | $279,825,462 | $315,371,284 | +$35,545,822 | +12.70% | |
| Vantagepoint Investment Advisers Llc | 2.08% | 8,055,052 | $245,679,086 | $276,852,137 | +$31,173,051 | +12.69% | |
| Moneta Group Investment Advisors Llc | 1.16% | 5,065,538 | $154,498,898 | $174,102,541 | +$19,603,643 | +12.69% | |
| Beacon Pointe Advisors, Llc | 0.63% | 3,873,113 | $118,129,938 | $133,118,894 | +$14,988,956 | +12.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.26% | 3,812,136 | $116,956,331 | $131,023,114 | +$14,066,783 | +12.03% | |
| Cetera Investment Advisers | 0.11% | 3,544,184 | $108,097,614 | $121,813,604 | +$13,715,990 | +12.69% | |
| Gemmer Asset Management Llc | 8.27% | 3,432,547 | $104,692,689 | $117,976,640 | +$13,283,951 | +12.69% | |
| Lpl Financial Llc | 0.03% | 3,312,316 | $101,025,638 | $113,844,301 | +$12,818,663 | +12.69% | |
| Savant Capital, Llc | 0.46% | 3,109,373 | $94,835,863 | $106,869,150 | +$12,033,287 | +12.69% | |
| Morgan Stanley | 0.01% | 3,035,400 | $92,579,747 | $104,326,698 | +$11,746,951 | +12.69% | |
| Mokosak Advisory Group, Llc | 22.97% | 3,008,501 | $91,761,806 | $103,402,179 | +$11,640,373 | +12.69% | |
| Rainey & Randall Wealth Advisors Inc. | 14.84% | 2,996,245 | $91,385,470 | $102,980,941 | +$11,595,471 | +12.69% | |
| Krilogy Financial Llc | 2.94% | 2,872,287 | $91,338,735 | $98,720,504 | +$7,381,769 | +8.08% | |
| Ubs Group Ag | 0.01% | 2,724,680 | $83,102,740 | $93,647,252 | +$10,544,512 | +12.69% | |
| Hightower Advisors, Llc | 0.09% | 2,657,597 | $81,056,911 | $91,341,609 | +$10,284,698 | +12.69% | |
| Ameriprise Financial Inc | 0.02% | 2,611,756 | $79,654,863 | $89,766,054 | +$10,111,191 | +12.69% | |
| Cooper Financial Group | 6.58% | 2,135,974 | $65,147,216 | $73,413,426 | +$8,266,210 | +12.69% | |
| Exchange Traded Concepts, Llc | 0.49% | 2,098,265 | $63,997,083 | $72,117,368 | +$8,120,285 | +12.69% | |
| Financial Advisors Network, Inc. | 4.34% | 2,098,839 | $63,089,879 | $72,137,096 | +$9,047,217 | +14.34% | |
| World Investment Advisors | 0.97% | 1,977,398 | $60,310,658 | $67,963,169 | +$7,652,511 | +12.69% | |
| Compound Planning, Inc. | 1.86% | 1,974,442 | $60,220,479 | $67,861,572 | +$7,641,093 | +12.69% | |
| Creative Planning | 0.04% | 1,918,994 | $58,529,332 | $65,955,824 | +$7,426,492 | +12.69% | |
| Bank Of America Corp | 0.00% | 1,891,652 | $57,695,391 | $65,016,079 | +$7,320,688 | +12.69% | |
| Financial Management Professionals, Inc. | 5.91% | 1,726,176 | $52,648,354 | $59,328,669 | +$6,680,315 | +12.69% | |
| Summit Wealth & Retirement Planning, Inc. | 12.55% | 1,724,184 | $52,587,619 | $59,260,204 | +$6,672,585 | +12.69% | |
| Genwealth Group, Inc. | 8.89% | 1,703,484 | $51,956,286 | $58,548,745 | +$6,592,459 | +12.69% | |
| United Capital Financial Advisors, Llc | 0.31% | 1,625,488 | $49,577,397 | $55,868,023 | +$6,290,626 | +12.69% | |
| Focus Partners Advisor Solutions, Llc | 0.48% | 1,563,981 | $47,691,877 | $53,754,027 | +$6,062,150 | +12.71% | |
| Black Diamond Financial, Llc | 4.70% | 1,411,012 | $43,035,969 | $48,496,482 | +$5,460,513 | +12.69% | |
| Northern Capital Management, Inc. | 20.91% | 1,367,247 | $41,701,022 | $46,992,279 | +$5,291,257 | +12.69% | |
| Dravo Bay Llc | 16.47% | 1,329,056 | $40,536,206 | $45,679,655 | +$5,143,449 | +12.69% | |
| Hrc Wealth Management, Llc | 18.86% | 1,308,559 | $39,911,055 | $44,975,173 | +$5,064,118 | +12.69% | |
| Xml Financial, Llc | 3.06% | 1,244,250 | $37,949,632 | $42,764,873 | +$4,815,241 | +12.69% | |
| Summit Asset Management, Llc | 5.23% | 1,232,457 | $37,589,925 | $42,359,547 | +$4,769,622 | +12.69% | |
| Nicolet Bankshares Inc | 1.34% | 1,193,258 | $36,394,369 | $41,012,277 | +$4,617,908 | +12.69% | |
| Veery Capital, Llc | 10.93% | 1,168,407 | $35,636,422 | $40,158,149 | +$4,521,727 | +12.69% | |
| Envestnet Portfolio Solutions, Inc. | 0.20% | 1,165,603 | $35,550,886 | $40,061,775 | +$4,510,889 | +12.69% | |
| Midwest Trust Co | 0.43% | 1,138,230 | $34,716,010 | $39,120,965 | +$4,404,955 | +12.69% | |
| Brady Martz Wealth Solutions, Llc | 5.90% | 1,135,107 | $34,620,778 | $39,013,628 | +$4,392,850 | +12.69% | |
| Cerity Partners Llc | 0.05% | 1,103,286 | $33,853,546 | $37,919,940 | +$4,066,394 | +12.01% | |
| Captrust Financial Advisors | 0.06% | 1,100,624 | $33,568,494 | $37,828,447 | +$4,259,953 | +12.69% | |
| Dodds Wealth, Llc | 7.79% | 1,041,126 | $31,754,343 | $35,783,501 | +$4,029,158 | +12.69% | |
| Ghp Investment Advisors, Inc. | 1.29% | 1,024,923 | $31,260,175 | $35,226,604 | +$3,966,429 | +12.69% | |
| Mai Capital Management | 0.18% | 1,015,979 | $30,987,356 | $34,919,198 | +$3,931,842 | +12.69% |
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.