Schwab U.S. Large-Cap Value ETF (SCHV)

ETF ยท NYSE Arca

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 11, 2009.

Type
Exchange-traded fund
Listed On
NYSE Arca
Listed Since
December 11, 2009

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 988 institutions reported holding SCHV, with 331.0 million shares worth $11.5 billion in aggregate. The largest reported holder was Financial Engines Advisors, with 46.5 million shares worth $1.6 billion. Of the 5 largest holders listed below, 1 added shares and 4 reduced their positions during the quarter.

InstitutionSharesValueQuarter change
Financial Engines Advisors46,499,260$1.6BReduced 3.98%
Sei Investments45,024,906$1.6BAdded 0.57%
Envestnet Asset Management12,960,727$451MReduced 29.12%
Avantax Planning Partners10,212,910$356MReduced 0.04%
Mather Group, LLC10,099,022$352MReduced 71.42%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is SCHV?

Schwab U.S. Large-Cap Value ETF (SCHV) is an exchange-traded fund listed on NYSE Arca, where it has traded since December 11, 2009.

Who are the largest institutional holders of SCHV?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of SCHV were Financial Engines Advisors, Sei Investments and Envestnet Asset Management.

How many institutions own SCHV?

988 institutions reported a position in SCHV for the quarter ended June 30, 2026, worth $11.5 billion in total.

Did institutions buy or sell SCHV last quarter?

Of the 5 largest reported holders, 1 added shares and 4 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for SCHV.

Every reported institutional holder, plus insider and congressional trades in SCHV, on SentiSense.