§ EQUITY
USDSCHV
SCHWAB US LARGE-CAP VALUE
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
469 increased/new, 339 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 48.4M | 3.0% | −5% |
| SEI INVESTMENTS CO | 44.8M | 1.3% | −2% |
| MATHER GROUP, LLC. | 35.3M | 10.8% | +1% |
| ENVESTNET ASSET MANAGEMENT INC | 18.3M | 0.1% | +10% |
| OSAIC HOLDINGS, INC. | 11.3M | 0.5% | −3% |
| Avantax Planning Partners, Inc. | 10.2M | 8.6% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for SCHV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.5% · 898 holders
DEALER / BANK3.5% · 33 holders
INCOME / DEFENSIVE0.9% · 13 holders
QUALITY / COMPOUNDER0.8% · 5 holders
TACTICAL / MACRO0.1% · 2 holders
SYSTEMATIC / QUANT0.1% · 3 holders
PASSIVE / INDEX0.1% · 3 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SCHV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SCHV yet.