Who Owns SCHWAB LARGE CAP VALUE ETF (SCHV)? -- Institutional Holders (2026-06-30)
1,037 institutions reported holding $11.55B of SCHWAB LARGE CAP VALUE ETF (SCHV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.62B), SEI INVESTMENTS CO ($1.57B), ENVESTNET ASSET MANAGEMENT INC ($451.2M), Avantax Planning Partners, Inc. ($355.5M), MATHER GROUP, LLC. ($351.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Financial Engines Advisors L.L.C. | $1.62B | 46.5M | Trimmed |
| 2 | SEI INVESTMENTS CO | $1.57B | 45.0M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $451.2M | 13.0M | Trimmed |
| 4 | Avantax Planning Partners, Inc. | $355.5M | 10.2M | Trimmed |
| 5 | MATHER GROUP, LLC. | $351.5M | 10.1M | Trimmed |
| 6 | Mariner, LLC | $318.3M | 9.1M | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $310.3M | 8.9M | Trimmed |
| 8 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $269.9M | 7.8M | Trimmed |
| 9 | Savant Capital, LLC | $208.7M | 6.4M | Added |
| 10 | MONETA GROUP INVESTMENT ADVISORS LLC | $184.2M | 5.3M | Added |
| 11 | Beacon Pointe Advisors, LLC | $136.4M | 3.9M | Added |
| 12 | Betterment LLC | $134.6M | 3.9M | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $128.2M | 3.7M | Trimmed |
| 14 | LPL Financial LLC | $127.9M | 3.7M | Added |
| 15 | Cetera Investment Advisers | $124.3M | 3.6M | Added |
| 16 | Gemmer Asset Management LLC | $117.4M | 3.4M | Trimmed |
| 17 | RAINEY & RANDALL WEALTH ADVISORS INC. | $105.1M | 3.0M | Added |
| 18 | Mokosak Advisory Group, LLC | $104.9M | 3.0M | Added |
| 19 | Krilogy Financial LLC | $100.3M | 2.9M | Added |
| 20 | MORGAN STANLEY | $96.8M | 2.8M | Trimmed |
| 21 | AMERIPRISE FINANCIAL INC | $94.2M | 2.7M | Added |
| 22 | UBS Group AG | $94.0M | 2.7M | Trimmed |
| 23 | HighTower Advisors, LLC | $91.4M | 2.6M | Trimmed |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | $83.6M | 2.4M | Added |
| 25 | Cooper Financial Group | $79.2M | 2.3M | Added |
Source: SEC Form 13F filings · as of 2026-06-30