SCHV institutional holders

Schwab U.S. Large-Cap Value ETF · 1,039 reporting institutions · $11.6B reported value

Funds that can replace SCHV · SCHV return decomposition

Institutional holdings

Institutions reporting SCHV, largest first
InstitutionReported positionAdvisors at firmReport period
Edelman Financial Engines$1.6B7222026-06-30
Sei Investments Co$1.6B02026-06-30
Envestnet Pmc$451.2M602026-06-30
Avantax Planning Partners, Inc.$355.5M102026-06-30
Mather Group, Llc.$351.5M1102026-06-30
Mariner, LLC$318.3M02026-06-30
Osaic Holdings, Inc.$310.3M02026-06-30
Missionsquare Investments$269.9M02026-06-30
Savant Wealth Management$208.7M4052026-06-30
Moneta Group Investment Advisors LLC$184.2M2562026-06-30
Beacon Pointe Advisors, LLC$136.4M4662026-06-30
Wealth Enhancement Advisory Services, LLC$128.2M1,0262026-06-30
Lpl Financial LLC$127.9M23,4582026-06-30
Cetera Investment Advisers$124.3M10,3702026-06-30
Gemmer Asset Management LLC$117.4M82026-06-30
Rainey & Randall Wealth Advisors Inc.$105.1M42026-06-30
Mokosak Advisory Group, LLC$104.9M42026-06-30
Krilogy$100.3M642026-06-30
Morgan Stanley$96.8M23,1852026-06-30
Ameriprise Financial Inc$94.2M02026-06-30
UBS Group AG$94M02026-06-30
Hightower Advisors, LLC$91.4M1,0462026-06-30
Exchange Traded Concepts, LLC$83.6M02026-06-30
Cooper McManus$79.2M632026-06-30
Financial Advisors, LLC$76M02025-09-30
Compound Planning, Inc.$70M752026-06-30
Bank of America Corp /de$66.9M02026-06-30
Creative Planning$63.9M1,1712026-06-30
Summit Wealth & Retirement Planning, Inc.$61.9M72026-06-30
Black Diamond Financial, LLC$61.2M122026-06-30
World Investment Advisors$60.2M3592026-06-30
Fmp Wealth Advisers$59.9M142026-06-30
Genwealth Group, Inc.$58.5M52026-06-30
Focus Partners Advisor Solutions, LLC$56.6M422026-06-30
United Capital Financial Advisors, LLC$55.7M1662026-06-30
Jpmorgan Chase & Co$54.5M02026-06-30
Blue Rock Financial Group$50.6M12026-06-30
Northern Capital Management, Inc.$49.2M102026-06-30
Captrust Financial Advisors$46.4M9622026-06-30
Hrc Wealth Management, LLC$45.3M72026-06-30
Xml Financial, LLC$43.6M282026-06-30
Summit Asset Management, LLC$42.6M62026-06-30
Veery Capital, LLC$41.6M82026-06-30
MML Investors Services, LLC$41.3M5,1202026-06-30
Ballast Advisors LLC$41.1M62026-06-30
Cerity Partners LLC$41M7772026-06-30
Brady Martz Wealth Solutions, LLC$39.5M82026-06-30
Nicolet Bankshares Inc$39.2M02026-06-30
Midwest Trust Co$39.1M02026-06-30
Financial Advisors Network, Inc.$38.2M132026-06-30
Mai Capital Management$37.7M3082026-06-30
Fas Wealth Partners, Inc.$36.8M232026-06-30
Ghp Investment Advisors Inc$36.2M272026-06-30
Dodds Wealth, LLC$35.9M72026-06-30
Southern Michigan Bank & Trust$35.5M02026-06-30
Midwestone Financial Group, Inc.$35.2M02025-12-31
Serenity Investment Advisors$34.1M62026-06-30
Ally Invest Advisors$34M822026-06-30
Global Retirement Partners LLC$33.4M4912026-06-30
Tradition Wealth Management, LLC$33.2M232026-06-30
Marshall Financial Group Inc /adv$31.5M02025-09-30
Raymond James Financial Inc$31.2M02026-06-30
Tsg Advice Partners, LLC$30.9M112026-03-31
Krm Wealth Management LLC$30.8M32026-06-30
Merit Financial Group, LLC$30.6M2952026-06-30
Kestra Advisory Services, LLC$30M1,4792026-06-30
Royal Bank of Canada$28.1M02026-06-30
Persium Advisors, LLC$27.9M122026-06-30
Sage Financial Group Inc$27M202026-06-30
Envestnet Portfolio Solutions, Inc.$27M32026-06-30
Wells Fargo & Company/mn$27M02026-06-30
Noble Family Wealth, LLC$25.4M62026-06-30
Waverly Advisors, LLC$25M2312026-06-30
Keeler & Nadler Financial Planning & Wealth Management$24.4M82026-06-30
Northwestern Mutual Wealth Management Co$23.4M02026-06-30
Onedigital Investment Advisors LLC$23.4M3862026-06-30
Meriwether Wealth & Planning, LLC$23.4M52026-06-30
Tudor Investment Corp Et Al$23.2M02026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$23M992026-06-30
Cornerstone Wealth Advisors, Inc.$22.7M52026-06-30
Perigon Wealth Management, LLC$22.5M922026-06-30
Farther Finance Advisors, LLC$22.4M3342026-06-30
Choreo, LLC$22.4M1482026-06-30
Lcnb Corp$22.3M02026-06-30
Prime Capital Financial$22.2M2652026-06-30
Seneca Financial Advisors LLC$21.7M62026-06-30
Focus Partners Wealth$21.2M1,0482026-06-30
Mutual Advisors, LLC$21.1M1532026-06-30
Cape Investment Advisory, Inc.$21M352026-06-30
Focus Financial$20.9M1212026-06-30
Ethos Financial Group, LLC$20.6M02026-06-30
Seek First Inc.$20.5M32026-06-30
Yankcom Partnership$20.4M02026-06-30
Garde Capital, Inc.$20.3M92026-06-30
Odyssey Group, LLC$20.2M42026-06-30
Whitaker-Myers Wealth Managers, Ltd.$20.1M162026-06-30
Ep Wealth Advisors, LLC$19.9M3382026-06-30
Payne Capital Management, LLC$19.5M72026-06-30
Jbglobal.com LLC$19.3M12026-06-30
Denver Pwm, LLC$18.8M72026-06-30
Spectrum Asset Management, Inc. (nb/ca)$18.3M02026-06-30
Northeast Financial Group, Inc.$16.8M12026-03-31
Martel Wealth Advisors LLC$16.3M82026-06-30
Peak Wealth Management LLC$16.2M02026-06-30
Commonwealth Equity Services, LLC$15.8M2,8632026-06-30
Sunbelt Securities, Inc.$15.6M632026-03-31
Global Strategic Investment Solutions, LLC$14.7M42026-06-30
Fsa Wealth Partners, Inc.$14.5M82026-06-30
Goepper Burkhardt LLC$14.4M32026-06-30
Bogart Wealth, LLC$14.3M242026-06-30
Cathy Pareto & Associates, Inc$14.2M52026-06-30
Brookstone Capital Management$13.8M3372026-06-30
Rebel Financial LLC$13.6M72026-03-31
Rwa Wealth Partners, LLC$13.5M722026-06-30
Friday Financial$13.3M312026-06-30
Diversified Portfolios, Inc.$13.2M102026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$13M02026-06-30
Enclave Advisors, LLC$13M32026-06-30
Allworth Financial, LP$12.9M3172026-06-30
James J. Burns & Company, LLC$12.9M62026-06-30
Gill Capital Partners$12.8M102026-06-30
Murphy, Middleton, Hinkle & Parker, Inc.$12.2M22026-06-30
Cwm, LLC$11.9M6672026-03-31
Integrated Wealth Concepts LLC$11.9M4802026-06-30
Hbk Sorce Advisory LLC$11.9M732026-06-30
Steele Street Private Wealth Management$11.7M22026-06-30
Sightline Wealth Advisors, LLC$11.5M42026-06-30
Capital Squared Financial LLC$11.4M22026-06-30
The Fiduciary Alliance$11.3M492026-06-30
Harbor Group, Inc.$11.3M92026-06-30
Pathstone Holdings, LLC$11.2M02026-06-30
Visionary Wealth Advisors$11M462026-06-30
Mercer Global Advisors Inc /adv$10.6M02026-06-30
Opes Wealth Management LLC$10.5M02026-03-31
Independent Solutions Wealth Management, LLC$10.5M302026-06-30
Thrive Wealth Management, LLC$10.2M122026-06-30
Ewg Elevate Inc.$10.2M02025-09-30
Sagespring Wealth Partners$10M1262026-06-30
Gladstone Institutional Advisory LLC$10M1082026-06-30
Schneider Downs Wealth Management Advisors, LP$9.9M222026-06-30
Berkshire Asset Management Llc/pa$9.9M72026-06-30
Integrated Advisors Network LLC$9.8M792026-06-30
Citadel Advisors LLC$9.8M02026-06-30
Bishop & Co Investment Management, LLC$9.7M22026-06-30
Christensen, King & Associates Investment Services, Inc.$9.5M92026-06-30
Brand Asset Management Group, Inc.$9.4M152026-06-30
Courage Miller Partners, LLC$9.3M32026-06-30
Per Stirling Capital Management, Llc.$9.3M312026-06-30
Ackerman Capital Management$9.3M32026-06-30
Plus Group Wealth Advisors LLC$9.3M42026-06-30
Councilor Wealth, LLC$9.2M102026-06-30
Fmr LLC$9.2M02026-06-30
Certuity, LLC$9M242026-06-30
Lighthouse Wealth Management Inc.$9M52026-06-30
Goldman Sachs Group Inc$9M02026-06-30
Arnold and Mote Wealth Management$8.8M42026-06-30
Pinnacle Family Advisors, LLC$8.8M92026-06-30
Cresset Asset Management, LLC$8.7M2122026-06-30
Avior Wealth Management, LLC$8.5M692026-06-30
Sun Financial Inc$8.4M32026-06-30
Weinberger Asset Management, Inc$8.3M32026-06-30
Baring Financial LLC$8.2M22026-06-30
Exencial Wealth Advisors, LLC$8.2M02026-03-31
Lowery Thomas, LLC$8.1M32026-06-30
Quantinno Capital Management LP$8M02026-06-30
Cadence Wealth Management LLC$8M62026-06-30
Panoramic Investment Advisors, LLC$7.9M112026-06-30
Bluesky Wealth Advisors, LLC$7.6M102026-06-30
US Bancorp$7.4M02026-06-30
Provise Management Group, LLC$7.4M192026-06-30
Plancorp, LLC$7.4M522026-06-30
Curtis Advisory Group, LLC$7.3M32026-06-30
Paces Ferry Wealth Advisors, LLC$7.3M52026-06-30
Petra Financial Advisors Inc$7.3M72026-06-30
Ifrah Financial Services, Inc.$7.2M92026-06-30
Avant Capital, LLC$7.2M22026-06-30
Glassman Wealth Services$7.1M142026-06-30
Werba Rubin Papier Wealth Management, LLC$7.1M72026-06-30
Phillip James Consulting Co.$7M22026-06-30
New Hampshire Trust$7M02026-06-30
Main Street Financial Solutions, LLC$6.9M412026-06-30
Game Plan Financial Advisors, LLC$6.7M22026-06-30
Springvest Wealth Management LLC$6.7M42026-06-30
Capital Advisors Wealth Management, LLC$6.7M62026-06-30
Summit Financial, LLC$6.7M2292026-06-30
Westbourne Investment Advisors, Inc.$6.7M62026-06-30
Columbus MacRo, LLC$6.7M52026-06-30
Savvy Advisors, Inc.$6.6M2142026-06-30
Valpey Financial Services, LLC$6.6M22026-06-30
Aqr Capital Management LLC$6.5M12026-06-30
Retirement Investment Advisors, Inc.$6.4M82026-06-30
Cahill Financial Advisors, Inc.$6.4M122026-06-30
Leeward Financial Partners, LLC$6.3M32026-06-30
Meridian Wealth Management, LLC$6.2M582026-06-30
Rinkey Investments$6.1M102026-06-30
Oneascent Financial Services LLC$6.1M852026-06-30
Stifel Financial Corp$6.1M02026-06-30
J.W. Cole Advisors, Inc.$6M4992026-06-30
Grey Fox Wealth Advisors, LLC$6M112026-06-30
Apex Wealth Management, LLC$5.9M22026-06-30
Dakota Wealth Management$5.9M02026-06-30
Pure Portfolios Holdings LLC$5.9M02025-12-31
PNC Financial Services Group, Inc.$5.9M02026-06-30
Warner Financial, Inc$5.7M42026-06-30
Brown Wealth Management, LLC$5.6M62026-06-30
Florida Financial Advisors, LLC$5.6M8572026-06-30
Coastwise Capital Group, LLC$5.5M42026-06-30
Shepherd Kaplan Krochuk, LLC$5.5M22026-06-30
Sax Wealth Advisors, LLC$5.4M422026-06-30
Kpp Advisory Services LLC$5.4M222026-06-30
Jones Financial Companies LLLP$5.3M02026-06-30
Newedge Advisors$5.3M6012026-06-30
Baird Financial Group, Inc.$5.3M02026-06-30
Vise Technologies, Inc.$5.1M02026-06-30
Golden Bell Financial Planning LLC$5.1M12026-06-30
Sequoia Financial Group, LLC$5.1M2582026-06-30
Newman Dignan & Sheerar, Inc.$5M62026-06-30
Kingswood Wealth Advisors, LLC$5M1232026-06-30
Stratos Wealth Partners, Ltd.$5M3862026-06-30
Seacrest Wealth Management, LLC$4.9M352026-06-30
Blue Bell Private Wealth Management, LLC$4.8M112026-06-30
Affinity Capital Advisors, LLC$4.8M52026-06-30
North Star Asset Management Inc$4.8M132026-06-30
One Capital Management, LLC$4.7M642026-06-30
Allen Capital Group, LLC$4.7M222026-06-30
Villere St Denis J & Co LLC$4.7M42026-06-30
Brandywine Oak Private Wealth LLC$4.6M102026-06-30
The Joseph Group Capital Management$4.6M92026-06-30
Lifeplan Investment Advisors, Inc.$4.5M42026-06-30
Barden Capital Management, Inc.$4.5M32026-06-30
Centerline Wealth Advisors, LLC$4.4M42026-06-30
Rkl Private Wealth$4.4M292026-06-30
Cfg Wealth Management Services Inc$4.4M22026-06-30
Everhart Financial Group, Inc.$4.3M362026-06-30
Unique Wealth, LLC$4.3M142026-06-30
Marshall Wace, LLP$4.3M02026-06-30
Vestmark Advisory Solutions, Inc.$4.2M82026-06-30
Apriem Advisors$4.1M132026-06-30
Advisory Services Network$4.1M2532026-06-30
Money Concepts Capital Corp$4M3892026-06-30
Foster Victor Wealth Advisors, LLC$3.9M202026-06-30
Diversified Enterprises, LLC$3.9M292026-06-30
American Financial & Tax Strategies Inc$3.8M12026-06-30
Cypress Financial Planning LLC$3.8M72026-06-30
Murphy & Mullick Capital Management Corp$3.7M22026-06-30
Truist Financial Corp$3.7M02026-06-30
Cassady Wealth & Retirement Planning, LLC$3.7M52026-06-30
Leavell Investment Management, Inc.$3.7M252026-06-30
Altus Wealth Group LLC$3.7M62026-06-30
Ivc Wealth Advisors LLC$3.6M62026-06-30

The 250 largest of 1,039 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30