Security record · archived quarter
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
57Tracked holders
0Δ holders
173.91MShares held
$5.15BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.0% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.68M | $124.47M | n/a | −1 |
| Q2 2026 | 60 | +2 | 159.61M | $5.53B | +5 | −4 |
| Q1 2026 | 60 | +3 | 170.14M | $5.19B | +5 | −2 |
| Q4 2025 | 57 | 0 | 173.91M | $5.15B | +1 | −1 |
| Q3 2025 | 10 | 0 | 7.96M | $231.70M | +1 | −1 |
| Q2 2025 | 7 | -1 | 423.92K | $11.73M | n/a | −1 |
| Q1 2025 | 5 | +1 | 116.04K | $3.08M | +1 | n/a |
| Q4 2024 | 4 | +1 | 174.38K | $4.55M | +1 | n/a |
| Q3 2024 | 3 | +1 | 67.04K | $5.39M | +1 | n/a |
| Q2 2024 | 2 | n/a | 7.99K | $591,751 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 50.76M | n/a | $1.50B | 2.8% | n/c | 1 | SEC ↗ |
| 2 | Sei Investments Co | 45.78M | n/a | $1.36B | 1.3% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 16.61M | n/a | $491.88M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 11.60M | n/a | $343.57M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 5 | Mariner, LLC | 9.10M | n/a | $269.54M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 6 | Wealth Enhancement Advisory… | 6.37M | n/a | $194.23M | 0.3% | n/c | 1 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.61M | n/a | $107.02M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 3.25M | n/a | $96.28M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Creative Planning | 3.03M | n/a | $89.70M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | Ameriprise Financial Inc | 2.79M | n/a | $82.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Morgan Stanley ✦ | 2.77M | +5.8% | $81.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | HighTower Advisors, LLC | 2.66M | n/a | $78.67M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 2.48M | n/a | $73.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Bank Of America Corp /De/ | 1.90M | n/a | $56.17M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 15 | JPMorgan Chase ✦ | 1.19M | -46.8% | $35.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Mml Investors Services, Llc | 1.07M | n/a | $31.56M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Cerity Partners LLC | 944.14K | n/a | $27.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Wells Fargo & Company/Mn | 878.86K | n/a | $26.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Raymond James Financial Inc | 842.19K | n/a | $24.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 702.45K | n/a | $20.80M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | Northwestern Mutual Wealth… | 672.86K | n/a | $19.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Focus Partners Wealth | 651.29K | n/a | $19.28M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 650.15K | n/a | $19.25M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 485.32K | n/a | $14.37M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 435.36K | n/a | $12.89M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 387.37K | n/a | $11.47M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 229.94K | n/a | $6.81M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Fidelity (FMR) ✦ | 226.20K | +5.5% | $6.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 188.45K | n/a | $5.58M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Corient Private Wealth LP | 186.98K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Baird Financial Group, Inc. | 164.49K | n/a | $4.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Stifel Financial Corp | 129.32K | n/a | $3.83M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Quantinno Capital Management LP | 128.46K | n/a | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 116.61K | n/a | $3.45M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Lido Advisors, LLC | 113.32K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | AQR Capital Management ✦ | 102.81K | +76.7% | $3.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Jones Financial Companies Lllp | 96.97K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Assetmark, Inc | 82.52K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 72.77K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | BlackRock ✦ (passive) | 53.32K | +140.0% | $1.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 41 | Rockefeller Capital Management L.P. | 47.70K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Renaissance Technologies ✦ | 47.60K | -68.0% | $1.41M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Goldman Sachs Group ✦ | 41.55K | -82.1% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 39.88K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 38.12K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | UBS AM, a distinct business unit of… | 33.89K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 28.29K | n/a | $837,727 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 48 | Qube Research & Technologies Ltd | 28.05K | n/a | $830,649 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fisher Asset Management ✦ | 17.70K | New | $524,136 | 0.0% | New | 1 | SEC ↗ |
| 50 | Brown Advisory Inc | 16.39K | n/a | $485,215 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Citigroup Inc | 14.67K | n/a | $434,260 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 13.61K | -81.8% | $402,874 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 11.21K | n/a | $332,017 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 8.60K | n/a | $254,735 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | The Vanguard Group ✦ (passive) | 8.35K | +10.4% | $247,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fifth Third Bancorp | 2.21K | n/a | $65,408 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Simplex Trading, Llc | 87 | n/a | $2,576 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $524,136 | 0.0% |
Exited
| Wellington Management | $68.74M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 955 holders, 359.99M shares, $10.69B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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