Schwab US Large-cap Value ETF (SCHV): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it with a median weight of 0.0%.
Quarter flow (concentrated managers)
Change in managers (1 → 1): 0 opened · 0 exited = 0
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- NWK Group$123K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of SCHV (all 13F filers)
- Financial Engines Advisors L.L.C46.5 MWealth adviser−1.9 M
- SEI Investments45.0 MInvestment firm+256 K
- Envestnet Asset Management13.0 MWealth adviser−5.3 M
- Avantax Planning Partners10.2 MType not verified−4,576
- Mather Group10.1 MType not verified−25.2 M
- Mariner9.1 MWealth adviser−31 K
- Osaic Holdings8.9 MWealth adviser−2.4 M
- Vantagepoint Investment Advisers7.8 MType not verified−301 K
- Savant Capital6.4 MWealth adviser+3.3 M
- Moneta Group Investment Advisors5.3 MType not verified+226 K
- Shares
- 46.5 M
- Change
- −1.9 M
See more
- Type
- Wealth adviser
- Value
- $1.6 bn
- Shares
- 45.0 M
- Change
- +256 K
See more
- Type
- Investment firm
- Value
- $1.6 bn
- Shares
- 13.0 M
- Change
- −5.3 M
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- Type
- Wealth adviser
- Value
- $451M
- Shares
- 10.2 M
- Change
- −4,576
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- Type
- Type not verified
- Value
- $356M
- Shares
- 10.1 M
- Change
- −25.2 M
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- Type
- Type not verified
- Value
- $352M
- Shares
- 9.1 M
- Change
- −31 K
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- Type
- Wealth adviser
- Value
- $318M
- Shares
- 8.9 M
- Change
- −2.4 M
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- Type
- Wealth adviser
- Value
- $310M
- Shares
- 7.8 M
- Change
- −301 K
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- Type
- Type not verified
- Value
- $270M
- Shares
- 6.4 M
- Change
- +3.3 M
See more
- Type
- Wealth adviser
- Value
- $209M
- Shares
- 5.3 M
- Change
- +226 K
See more
- Type
- Type not verified
- Value
- $184M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗