Who Owns SCH U.S. LARGE-CAP VALUE (SCHV)? -- Institutional Holders (2026-06-30)

1,045 institutions reported holding $11.58B of SCH U.S. LARGE-CAP VALUE (SCHV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Engines Advisors L.L.C. ($1.62B), SEI INVESTMENTS CO ($1.57B), ENVESTNET ASSET MANAGEMENT INC ($451.2M), Avantax Planning Partners, Inc. ($355.5M), MATHER GROUP, LLC. ($351.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Financial Engines Advisors L.L.C.	$1.62B	46.5M	Trimmed
2	SEI INVESTMENTS CO	$1.57B	45.0M	Added
3	ENVESTNET ASSET MANAGEMENT INC	$451.2M	13.0M	Trimmed
4	Avantax Planning Partners, Inc.	$355.5M	10.2M	Trimmed
5	MATHER GROUP, LLC.	$351.5M	10.1M	Trimmed
6	Mariner, LLC	$318.3M	9.1M	Trimmed
7	OSAIC HOLDINGS, INC.	$310.3M	8.9M	Trimmed
8	VANTAGEPOINT INVESTMENT ADVISERS LLC	$269.9M	7.8M	Trimmed
9	Savant Capital, LLC	$208.7M	6.4M	Added
10	MONETA GROUP INVESTMENT ADVISORS LLC	$184.2M	5.3M	Added
11	Beacon Pointe Advisors, LLC	$136.4M	3.9M	Added
12	Betterment LLC	$134.6M	3.9M	Trimmed
13	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$128.2M	3.7M	Trimmed
14	LPL Financial LLC	$127.9M	3.7M	Added
15	Cetera Investment Advisers	$124.3M	3.6M	Added
16	Gemmer Asset Management LLC	$117.4M	3.4M	Trimmed
17	RAINEY & RANDALL WEALTH ADVISORS INC.	$105.1M	3.0M	Added
18	Mokosak Advisory Group, LLC	$104.9M	3.0M	Added
19	Krilogy Financial LLC	$100.3M	2.9M	Added
20	MORGAN STANLEY	$96.8M	2.8M	Trimmed
21	AMERIPRISE FINANCIAL INC	$94.2M	2.7M	Added
22	UBS Group AG	$94.0M	2.7M	Trimmed
23	HighTower Advisors, LLC	$91.4M	2.6M	Trimmed
24	EXCHANGE TRADED CONCEPTS, LLC	$83.6M	2.4M	Added
25	Cooper Financial Group	$79.2M	2.3M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30