Security record · archived quarter
SCHV
Schwab U.S. Large-Cap Value ETF · Financial Services · Asset Management
61Tracked holders
+2Δ holders
162.24MShares held
$5.63BReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +3.4% ·
share flow -4.4% ·
net new positions +3.3%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | +2 | 162.24M | $5.63B | +5 | −3 |
| 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 | — | −1 |
| Q1 2025 | 5 | +1 | 116.04K | $3.08M | +1 | — |
| Q4 2024 | 4 | +1 | 174.38K | $4.55M | +1 | — |
| Q3 2024 | 3 | +1 | 67.04K | $5.39M | +1 | — |
| Q2 2024 | 2 | — | 7.99K | $591,751 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 46.50M | -4.0% | $1.62B | 2.9% | ▼ Trim | 3 | SEC ↗ |
| 2 | Sei Investments Co | 45.02M | +0.6% | $1.57B | 1.4% | ▲ Add | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 12.96M | -29.1% | $451.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 4 | Mariner, LLC | 9.14M | -0.3% | $318.33M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 5 | Mariner, LLC | 9.14M | -0.3% | $318.33M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 8.91M | -21.0% | $310.27M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 8.91M | -21.0% | $310.27M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 8.91M | -21.0% | $310.27M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 8.91M | -21.0% | $310.27M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 8.91M | -21.0% | $310.27M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 3.73M | -2.2% | $128.19M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 3.67M | +10.9% | $127.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 3.57M | +0.8% | $124.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.78M | -8.4% | $96.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 2.78M | -8.4% | $96.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 2.78M | -8.4% | $96.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 2.78M | -8.4% | $96.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 2.78M | -8.4% | $96.77M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 2.71M | +3.6% | $94.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 2.71M | +3.6% | $94.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 2.71M | +3.6% | $94.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | UBS Group AG | 2.70M | -0.9% | $94.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 2.70M | -0.9% | $94.03M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 2.63M | -1.2% | $91.39M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.92M | +1.6% | $66.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank Of America Corp /De/ | 1.92M | +1.6% | $66.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 1.92M | +1.6% | $66.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 1.84M | -4.3% | $63.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 1.57M | +1.0% | $54.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Captrust Financial Advisors | 1.33M | +21.2% | $46.42M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 1.19M | +28.8% | $41.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 1.74M | +58.1% | $40.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Cerity Partners LLC | 1.74M | +58.1% | $40.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Cerity Partners LLC | 1.74M | +58.1% | $40.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 40 | Cerity Partners LLC | 1.74M | +58.1% | $40.96M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 897.26K | +5.3% | $31.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Raymond James Financial Inc | 897.26K | +5.3% | $31.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 807.85K | +7.2% | $28.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 807.85K | +7.2% | $28.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Royal Bank Of Canada | 807.85K | +7.2% | $28.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Royal Bank Of Canada | 807.85K | +7.2% | $28.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 774.49K | -5.5% | $26.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 774.49K | -5.5% | $26.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 672.61K | +3.9% | $23.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Tudor Investment Corp Et Al | 667.14K | +117.2% | $23.22M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Focus Partners Wealth | 607.84K | -8.8% | $21.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Commonwealth Equity Services, Llc | 455.07K | -5.0% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 304.02K | -5.3% | $10.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citadel Advisors ✦ | 281.51K | +99.2% | $9.80M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 263.83K | +0.1% | $9.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Fidelity (FMR) ✦ | 263.83K | +0.1% | $9.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 257.75K | +36.6% | $8.97M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 230.38K | +6.4% | $8.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Us Bancorp \De\ | 213.15K | -5.9% | $7.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Us Bancorp \De\ | 213.15K | -5.9% | $7.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Us Bancorp \De\ | 213.15K | -5.9% | $7.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 188.05K | +23.6% | $6.55M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 63 | Stifel Financial Corp | 174.54K | +8.0% | $6.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Stifel Financial Corp | 174.54K | +8.0% | $6.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 168.09K | +321.5% | $5.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 155.14K | +24.1% | $5.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Baird Financial Group, Inc. | 151.75K | +2.2% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Baird Financial Group, Inc. | 151.75K | +2.2% | $5.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Marshall Wace ✦ | 123.05K | New | $4.28M | 0.0% | New | 1 | SEC ↗ |
| 70 | Marshall Wace ✦ | 123.05K | New | $4.28M | 0.0% | New | 1 | SEC ↗ |
| 71 | Truist Financial Corp | 107.31K | +1.2% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Truist Financial Corp | 107.31K | +1.2% | $3.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Lido Advisors, LLC | 100.41K | -5.1% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Lido Advisors, LLC | 100.41K | -5.1% | $3.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Corient Private Wealth LP | 84.59K | -11.8% | $2.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Principal Financial Group Inc | 81.60K | -56.1% | $2.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | BlackRock ✦ (passive) | 71.80K | +26.9% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 78 | BlackRock ✦ (passive) | 71.80K | +26.9% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 79 | BlackRock ✦ (passive) | 71.80K | +26.9% | $2.50M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 80 | Assetmark, Inc | 65.89K | +4.3% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Rockefeller Capital Management L.P. | 60.75K | +29.4% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Rockefeller Capital Management L.P. | 60.75K | +29.4% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Susquehanna International Group, Llp | 52.55K | -21.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Susquehanna International Group, Llp | 52.55K | -21.0% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Blair William & Co/Il | 38.34K | -0.1% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 38.05K | -6.6% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 38.05K | -6.6% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 38.05K | -6.6% | $1.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Nuveen, LLC | 35.66K | New | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 27.79K | -6.3% | $967,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 27.79K | -6.3% | $967,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Bank Of Montreal /Can/ | 27.79K | -6.3% | $967,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Qube Research & Technologies Ltd | 24.75K | +272.7% | $861,722 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | CIBC Bancorp USA Inc. | 23.57K | +17.3% | $820,320 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Brown Advisory Inc | 22.66K | +9.3% | $788,703 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Fifth Third Bancorp | 22.51K | -14.5% | $783,469 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Hrt Financial Lp | 22.38K | New | $779,000 | 0.0% | New | 1 | SEC ↗ |
| 98 | Citigroup Inc | 14.64K | -9.2% | $509,514 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 11.06K | -90.8% | $385,138 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Wealthfront Advisers LLC | 6.07K | New | $211,366 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $4.28M | 0.0% |
| Marshall Wace | $4.28M | 0.0% |
| Nuveen, LLC | $1.24M | 0.0% |
| Hrt Financial Lp | $779,000 | 0.0% |
| Wealthfront Advisers LLC | $211,366 | 0.0% |
Exited
| Renaissance Technologies | $603,900 | was 0.0% |
| Jane Street Group, Llc | $531,188 | was 0.0% |
| Empower Advisory Group, LLC | $214,659 | 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: Q2 2026 ·
Methodology ·
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