SCHV
Schwab U.S. Large-Cap Value ETF$30.73-0.32 (-1.03%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.5031251355000104e+258T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 50,764,107 | $1.5B | 2.85% | Share |
| 2 | SEI INVESTMENTS CO | 45,783,122 | $1.4B | 1.34% | Share |
| 3 | MATHER GROUP, LLC. | 35,128,777 | $1.0B | 10.71% | Share |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 16,612,123 | $491.0M | 0.15% | Share |
| 5 | Avantax Planning Partners, Inc. | 10,187,907 | $301.0M | 8.42% | Share |
| 6 | OSAIC HOLDINGS, INC. | 8,933,645 | $264.0M | 0.39% | Share |
| 7 | VANTAGEPOINT INVESTMENT ADVISERS LLC | 8,516,803 | $252.2M | 2.03% | Share |
| 8 | Anchor Investment Management, LLC | 8,068 | $238.9M | 0.02% | Share |
| 9 | Mariner, LLC | 7,458,798 | $220.0M | 0.26% | Share |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,372,410 | $194.2M | 0.26% | Share |
| 11 | MONETA GROUP INVESTMENT ADVISORS LLC | 4,721,385 | $139.0M | 1.05% | Share |
| 12 | TD Capital Management LLC | 4,452 | $131.8M | 0.01% | Share |
| 13 | Betterment LLC | 4,117,665 | $121.9M | 0.23% | Share |
| 14 | Gemmer Asset Management LLC | 3,683,118 | $109.1M | 8.40% | Share |
| 15 | Cetera Investment Advisers | 3,614,316 | $107.0M | 0.12% | Share |
| 16 | LPL Financial LLC | 3,251,539 | $96.0M | 0.03% | Share |
| 17 | Savant Capital, LLC | 3,190,242 | $94.0M | 0.53% | Share |
| 18 | Mokosak Advisory Group, LLC | 3,048,461 | $90.3M | 22.65% | Share |
| 19 | Krilogy Financial LLC | 2,858,209 | $88.3M | 3.00% | Share |
| 20 | RAINEY & RANDALL WEALTH ADVISORS INC. | 2,977,872 | $88.2M | 14.39% | Share |
| 21 | AMERIPRISE FINANCIAL INC | 2,788,401 | $82.0M | 0.02% | Share |
| 22 | HighTower Advisors, LLC | 2,657,036 | $78.0M | 0.09% | Share |
| 23 | MORGAN STANLEY | 2,652,794 | $78.0M | 0.00% | Share |
| 24 | UBS Group AG | 2,469,926 | $73.1M | 0.01% | Share |
| 25 | OSAIC HOLDINGS, INC. | 2,244,339 | $66.0M | 0.10% | Share |
| 26 | Compound Planning, Inc. | 2,085,723 | $61.8M | 1.81% | Share |
| 27 | Cooper Financial Group | 2,061,521 | $61.0M | 6.49% | Share |
| 28 | EXCHANGE TRADED CONCEPTS, LLC | 2,035,286 | $60.3M | 0.46% | Share |
| 29 | Creative Planning | 1,912,950 | $56.0M | 0.04% | Share |
| 30 | CX Institutional | 1,848,372 | $54.7M | 1.63% | Share |
| 31 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1,707,367 | $50.6M | 11.90% | Share |
| 32 | GenWealth Group, Inc. | 1,647,900 | $50.2M | 8.56% | Share |
| 33 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,663,283 | $49.0M | 0.30% | Share |
| 34 | Focus Partners Advisor Solutions, LLC | 1,646,493 | $48.0M | 0.59% | Share |
| 35 | Mariner, LLC | 1,551,948 | $45.0M | 0.05% | Share |
| 36 | Black Diamond Financial, LLC | 1,366,132 | $40.5M | 4.26% | Share |
| 37 | HRC WEALTH MANAGEMENT, LLC | 1,287,146 | $38.1M | 18.25% | Share |
| 38 | DRAVO BAY LLC | 1,284,821 | $38.0M | 15.81% | Share |
| 39 | Brady Martz Wealth Solutions, LLC | 1,228,737 | $36.4M | 6.41% | Share |
| 40 | Envestnet Portfolio Solutions, Inc. | 1,186,424 | $35.0M | 0.12% | Share |
| 41 | MidWestOne Financial Group, Inc. | 1,176,328 | $34.8M | 3.87% | Share |
| 42 | Summit Asset Management, LLC | 1,175,473 | $34.8M | 4.92% | Share |
| 43 | Beacon Pointe Advisors, LLC | 1,158,529 | $34.0M | 0.24% | Share |
| 44 | XML Financial, LLC | 1,160,962 | $34.0M | 2.78% | Share |
| 45 | BALLAST ADVISORS LLC | 1,135,506 | $33.6M | 9.27% | Share |
| 46 | Veery Capital, LLC | 1,135,273 | $33.6M | 10.32% | Share |
| 47 | Creative Planning | 1,116,414 | $33.0M | 0.02% | Share |
| 48 | BANK OF AMERICA CORP /DE/ | 1,120,025 | $33.0M | 0.00% | Share |
| 49 | Northern Capital Management, Inc. | 1,110,791 | $32.9M | 17.38% | Share |
| 50 | FAS Wealth Partners, Inc. | 1,100,145 | $32.6M | 2.10% | Share |