Who Owns Schwab U.S. Large-Cap Value ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Schwab U.S. Large-Cap Value ETF.
Who crossed 5% of SCHV →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Cooper Financial GroupUS LCAP VA ETF2.4M shadded | $78.6M |
| Veery Capital, LLCUS LCAP VA ETF1.2M shadded | $40.5M |
| Farther Finance Advisors, LLCETF890.4K shadded | $29.7M |
| Persium Advisors, LLCETF765.3K shtrimmed | $25.5M |
| Friday FinancialUS LCAP VA ETF627.8K shadded | $21M |
| Whitaker-Myers Wealth Managers, LTD.US LCAP VA ETF379.5K shtrimmed | $12.6M |
| Councilor Wealth, LLCUS LCAP VA ETF255.7K shtrimmed | $8.5M |
| Baring Financial LLCUS LCAP VA ETF241.8K shadded | $8.1M |
| Capital Advisors Wealth Management, LLCUS LCAP VA ETF192.1K shadded | $6.4M |
| Barden Capital Management, Inc.US LCAP VA ETF126.4K shtrimmed | $4.2M |
| Everhart Financial Group, Inc.US LCAP VA ETF118.1K shtrimmed | $3.9M |
| CYPRESS FINANCIAL PLANNING LLCUS LCAP VA ETF105.2K shtrimmed | $3.5M |
| ZynergyRetirementPlanningLLCUS LCAP VA ETF97K shtrimmed | $3.2M |
| RIVERSEDGE ADVISORS, LLCUS LCAP VA ETF80.5K shadded | $2.7M |
| Apella Capital, LLCUS LCAP VA ETF73.5K shtrimmed | $2.5M |
| Cambridge Financial Group, LLCUS LCAP VA ETF70.1K shheld | $2.4M |
| Ridgewood Investments LLCUS LCAP VA ETF67.3K shtrimmed | $2.2M |
| AVITY INVESTMENT MANAGEMENT INC.US LCAP VA ETF59.9K shheld | $2M |
| Wedmont Private CapitalUS LCAP VA ETF46.3K shadded | $1.6M |
| Avidian Wealth Enterprises, LLCUS LCAP VA ETF46.7K shadded | $1.6M |
| Valeo Financial Advisors, LLCETF45.6K shtrimmed | $1.5M |
| Tactive Advisors, LLCUS LCAP VA ETF34.3K shtrimmed | $1.1M |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund30.5K shadded | $1M |
| Adelphi Trust CoExchange Traded Fund29.6K shadded | $987.3K |
| Marquette Asset Management, LLCUS LCAP VA ETF22.2K shheld | $741K |
| Bullock Wealth Management GroupETF21.7K shadded | $722.8K |
| LWM ADVISORS INCUS LCAP VA ETF19.5K shadded | $648K |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLCUS LCAP VA ETF19.4K shtrimmed | $646K |
| COLLECTIVE FAMILY OFFICE LLCUS LCAP VA ETF13.3K shadded | $442.5K |
| Elm3 Financial Group, LLCUS LCAP VA ETF12.3K shadded | $408.9K |
| CHAPIN DAVIS, INC.US LCAP VA ETF12.1K shheld | $403.4K |
| Mirador Capital Partners LPUS LCAP VA ETF11.2K shtrimmed | $372.4K |
| Hardin Capital Partners, LLCUS LCAP VA ETF10.2K shtrimmed | $340.2K |
| Acropolis Investment Management, LLCUS LCAP VA ETF9.7K shheld | $322.6K |
| LEGACY SOLUTIONS, LLCUS LCAP VA ETF8K shtrimmed | $266.6K |
| GAMMA Investing LLCETF7.2K shheld | $240.6K |
| Hamilton Capital, LLCUS LCAP VA ETF6.9K shheld | $229.3K |
| COLTON GROOME FINANCIAL ADVISORS, LLCUS LCAP VA ETF6.3K shtrimmed | $210.4K |
| WINEBRENNER CAPITAL MANAGEMENT LLCUS LCAP VA ETF6.3K shheld | $209.1K |
| CoreCap Advisors, LLCETF5.3K shtrimmed | $176.7K |
| EASTERN BANKUS LCAP VA ETF5.1K sh— | $170K |
| FIRST COMMUNITY TRUST NAUS LCAP VA ETF4.3K shadded | $144.4K |
| Rosenberg Matthew HamiltonETF3K shheld | $99.9K |
| Trust CoETF1.4K sh— | $47.8K |
| Wealth Enhancement Trust Services, Inc.US LCAP VA ETF1.3K shheld | $42.1K |
| Horizons Wealth ManagementETF844 shadded | $28.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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