SCHV · Schwab U.S. Large-Cap Value ETF · Holdings ETF

$33.93 -0.41 (-1.20%)

Volume · Oct 20 3.84M Avg daily vol (3M) 3.16M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 241

Total Value: $1,690,599,866

Total Shares: 50,753,527

Showing 1–100 of 241 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 241 13F filers · Δ vs Jun 30, 2026

Top Holder

15.2%

+1.3 pts

Top 5

40.7%

+3.3 pts

Top 10

55.6%

+6.9 pts

HHI

481

Broadly held+23

Who Holds SCHV

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 995 filers, like-for-like change -7.9%; actively managed books -7.8%; index-like books -7.0%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	52.8%	722	-12.0%	56	33
Exempt adviser	0.1%	3	+562.0%	1	0
Adviser	0.8%	5	+3.3%	0	0
Bank	2.7%	24	+1.6%	2	0
Insurer	0.0%	1	-56.1%	0	0
Broker-dealer	1.1%	1	+10.9%	0	0
Benefit plan	0.0%	1	new	1	0
Holding company	3.7%	6	-17.1%	0	0
Non-US	0.0%	0	—	0	0
Unknown	38.7%	232	-1.8%	22	16

Style	Share	Filers	Change	New	Exited
Index-like	1.0%	8	-7.0%	2	0
Systematic-like	0.3%	5	+111.8%	1	1
Concentrated	48.5%	489	-12.1%	35	20
Diversified active	50.2%	492	-3.7%	43	27
Unknown	0.0%	1	-100.0%	1	1
Not measured	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	91.2%	754	-8.9%	56	25
Medium turnover	5.7%	126	+2.5%	12	12
High turnover	0.5%	16	+57.1%	6	3
Unknown	2.6%	99	+5.0%	8	9
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	2.1%	93	-0.8%	10	10
Medium horizon	10.7%	241	0.0%	31	13
Long horizon	86.4%	638	-9.1%	38	26
Unknown	0.7%	23	+25.5%	3	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	18.9%	566	+0.6%	54	34
$1B to $10B	17.1%	316	+0.5%	22	11
$10B to $100B	39.9%	82	-15.5%	5	3
$100B or more	24.0%	31	-5.5%	1	1
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	49.2%	674	-13.2%	54	31
Pooled investment vehicles	0.3%	2	+102.6%	0	1
Registered funds and BDCs	0.7%	3	+15.3%	1	0
Pension and profit sharing plans	1.9%	12	+3.7%	0	0
Insurance companies	0.0%	1	0.0%	0	0
Charitable organizations	0.0%	2	-6.0%	0	0
Corporations	0.0%	1	0.0%	0	0
Other investment advisers	0.1%	6	-1.6%	0	0
Other	0.4%	2	+2.4%	0	0
Diversified	0.2%	17	-21.8%	1	1
Unknown	47.2%	275	-2.7%	26	16

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.6%	32	+12.9%	5	1
Private equity funds	4.4%	24	+2.0%	0	0
Venture capital funds	0.0%	2	-7.6%	0	0
Real estate funds	0.7%	14	+4.5%	2	0
Securitized asset funds	0.0%	2	-85.7%	0	0
Other private funds	4.7%	27	+8.6%	0	1
Mixed private funds	0.1%	4	+1.3%	0	0
Private funds, type not stated	0.0%	6	-20.3%	0	2
No private funds	41.3%	614	-15.9%	50	29
Unknown	47.1%	270	-2.8%	25	16

Location	Share	Filers	Change	New	Exited
United States	98.9%	986	-8.0%	81	48
Outside the US	1.1%	9	+5.5%	1	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 13 holders with no observed 2026-03-31 13F and 22 holders with no observed 2026-06-30 13F. Compared across CIK changes: 4 filers continue as Evelyn Partners Group Ltd.

Conviction and Crowding

995 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

563

56.6% of filers hold it in their top 10

Mar 31, 2026: 587

Holders above 5%

median weight 0.087%

Mar 31, 2026: 56

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

48.7%

of 13F shares, Herfindahl 0.046

Active holders

-7.9%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 21.5 quarters

Under 1 year 4.51% 1 to 3 years 13.9% 3 years or more 81.6% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $383,894 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$29.53

estimated per share

Mar 31, 2026: $29.21

Quarter-end price

$34.81

implied by 13F values

Estimated gain or loss

+17.9%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 6.85% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of SCHV by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0 shares.

Fund type	Shares	Funds
Index funds	0	0
Index ETFs	0	0
Active ETFs	2,266,780	2
Active funds	2,272,581	5
Unclassified	0	0
All registered funds	4,539,361	7

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -754

Institutional value: -85.4%

Shares held: -84.8%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Large Farther Finance Advisors, LLC	+247,211	890,366
Small Friday Financial	+239,513	627,761
Mid Cooper Financial Group	+83,921	2,360,396
Mid CX Institutional	+77,013	869,829
Small YANKCOM Partnership	+61,636	647,164

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Large MATHER GROUP, LLC.	−2,378,998	7,720,024
Small Whitaker-Myers Wealth Managers, LTD.	−196,931	379,462
Small Plus Group Wealth Advisors LLC	−90,652	175,814
Small Enclave Advisors LLC	−64,598	308,689
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	−46,057	3,681,499

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Mid SteelPeak Wealth, LLC	378,051	$12,592,878
Small Blue Capital, Inc.	45,600	$1,518,936
Small Kellett Wealth Advisors, LLC	17,907	$596,482
Small XY Planning Network, Inc.	16,991	$565,970
Mid Chicago Capital, LLC	8,294	$276,273

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Mid Y-Intercept (Hong Kong) Ltd	39,164	$1,363,298
Small Retireful, LLC	17,760	$618,225
Small BOYUM WEALTH ARCHITECTS LLC	17,125	$596,121
Mid Carnegie Investment Counsel	7,858	$273,536
Small SHEETS SMITH WEALTH MANAGEMENT	5,977	$208,059

Filter: New 14 Increased 78 Reduced 97 Sold out 10 Unchanged 50

Holder type: Registered adviser 176 Bank 1 Unknown 64

Showing 100 of 241

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Large MATHER GROUP, LLC. Registered adviser SCHV	$257,153,999	15.21%	7,720,024	—	-2,378,998 -23.6%	Shares	2026-10-14
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SCHV	$122,630,731	7.25%	3,681,499	—	-46,057 -1.2%	Shares	2026-10-13
Mid Gemmer Asset Management LLC Registered adviser SCHV	$111,299,302	6.58%	3,341,318	—	-32,162 -1.0%	Shares	2026-10-16
Small Mokosak Advisory Group, LLC Registered adviser SCHV	$101,368,459	6.00%	3,043,184	—	+29,581 +1.0%	Shares	2026-10-20
Mid Krilogy Financial LLC Registered adviser SCHV	$95,031,764	5.62%	2,852,950	—	-27,178 -0.9%	Shares	2026-10-13
Mid Cooper Financial Group Registered adviser SCHV	$78,624,790	4.65%	2,360,396	—	+83,921 +3.7%	Shares	2026-10-07
Small GenWealth Group, Inc. Registered adviser SCHV	$55,061,863	3.26%	1,653,013	—	-28,624 -1.7%	Shares	2026-10-16
Small HRC WEALTH MANAGEMENT, LLC Registered adviser SCHV	$43,208,199	2.56%	1,297,154	—	-5,104 -0.4%	Shares	2026-10-16
Small Veery Capital, LLC Registered adviser SCHV	$40,490,070	2.40%	1,215,553	—	+19,447 +1.6%	Shares	2026-10-07
Small SOUTHERN MICHIGAN BANK & TRUST SCHV	$35,073,731	2.07%	1,052,949	—	+33,165 +3.3%	Shares	2026-10-19
Mid GHP Investment Advisors, Inc. Registered adviser SCHV	$34,516,488	2.04%	1,036,220	—	-2,495 -0.2%	Shares	2026-10-15
Large Farther Finance Advisors, LLC Registered adviser SCHV	$29,658,091	1.75%	890,366	—	+247,211 +38.4%	Shares	2026-10-08
Mid CX Institutional Registered adviser SCHV	$28,974,003	1.71%	869,829	—	+77,013 +9.7%	Shares	2026-10-02
Small Persium Advisors, LLC SCHV	$25,492,342	1.51%	765,306	—	-36,517 -4.6%	Shares	2026-10-07
Small Meriwether Wealth & Planning, LLC SCHV	$23,304,308	1.38%	699,619	—	+28,615 +4.3%	Shares	2026-10-13
Small YANKCOM Partnership SCHV	$21,557,032	1.28%	647,164	—	+61,636 +10.5%	Shares	2026-10-15
Small Cornerstone Wealth Advisors, Inc. Registered adviser SCHV	$21,298,214	1.26%	639,394	—	-12,753 -2.0%	Shares	2026-10-16
Mid Prime Capital Investment Advisors, LLC SCHV	$21,117,873	1.25%	633,980	—	-2,468 -0.4%	Shares	2026-10-20
Small Friday Financial Registered adviser SCHV	$20,910,718	1.24%	627,761	—	+239,513 +61.7%	Shares	2026-10-09
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser SCHV	$20,793,467	1.23%	624,241	—	-37,244 -5.6%	Shares	2026-10-14
Small Cape Investment Advisory, Inc. Registered adviser SCHV	$20,139,458	1.19%	604,607	—	+2,717 +0.5%	Shares	2026-10-13
Mid Focus Financial Network, Inc. SCHV	$20,076,836	1.19%	602,727	—	+2,475 +0.4%	Shares	2026-10-14
Micro JBGlobal.com LLC Registered adviser SCHV	$18,198,618	1.08%	546,341	—	-8,992 -1.6%	Shares	2026-10-13
Small Spectrum Asset Management, Inc. (NB/CA) Registered adviser SCHV	$17,828,378	1.05%	535,226	—	+10,364 +2.0%	Shares	2026-10-19
Small Martel Wealth Advisors LLC Registered adviser SCHV	$14,464,234	0.86%	434,231	—	-33,765 -7.2%	Shares	2026-10-14
Small CATHY PARETO & ASSOCIATES, INC Registered adviser SCHV	$14,205,615	0.84%	426,467	—	+17,664 +4.3%	Shares	2026-10-15
Small Global Strategic Investment Solutions, LLC Registered adviser SCHV	$14,110,648	0.83%	423,616	—	+575 +0.1%	Shares	2026-10-16
Small GILL CAPITAL PARTNERS, LLC SCHV	$12,677,019	0.75%	380,577	—	+11,792 +3.2%	Shares	2026-10-13
Small Whitaker-Myers Wealth Managers, LTD. Registered adviser SCHV	$12,639,879	0.75%	379,462	—	-196,931 -34.2%	Shares	2026-10-09
Mid SteelPeak Wealth, LLC Registered adviser SCHV	$12,592,878	0.74%	378,051	—	New	Shares	2026-10-16
Small Murphy, Middleton, Hinkle & Parker, Inc. Registered adviser SCHV	$12,152,787	0.72%	364,839	—	+15,675 +4.5%	Shares	2026-10-15
Small White Pine Investment CO Registered adviser SCHV	$11,000,827	0.65%	330,256	—	+3,872 +1.2%	Shares	2026-10-15
Small Harbor Group, Inc. Registered adviser SCHV	$10,804,531	0.64%	324,363	—	+672 +0.2%	Shares	2026-10-14
Mid Fiduciary Alliance LLC SCHV	$10,802,632	0.64%	324,306	—	-222 -0.1%	Shares	2026-10-13
Small Enclave Advisors LLC Registered adviser SCHV	$10,282,430	0.61%	308,689	—	-64,598 -17.3%	Shares	2026-10-14
Small Arnold Financial Planning LLC SCHV	$9,819,854	0.58%	294,802	—	+41,056 +16.2%	Shares	2026-10-20
Small Thrive Wealth Management, LLC Registered adviser SCHV	$9,746,406	0.58%	292,597	—	-1,857 -0.6%	Shares	2026-10-13
Mid Integrated Advisors Network LLC Registered adviser SCHV	$9,220,174	0.55%	276,799	—	-5,055 -1.8%	Shares	2026-10-20
Small Lighthouse Wealth Management Inc. Registered adviser SCHV	$8,809,828	0.52%	264,480	—	+6,311 +2.4%	Shares	2026-10-13
Small May Barnhard Investments LLC Registered adviser SCHV	$8,518,466	0.50%	255,733	—	-9,329 -3.5%	Shares	2026-10-09
Small Baring Financial LLC Registered adviser SCHV	$8,055,357	0.48%	241,830	—	+6,441 +2.7%	Shares	2026-10-07
Mid Avior Wealth Management, LLC Registered adviser SCHV	$7,511,937	0.44%	225,516	—	-18,972 -7.8%	Shares	2026-10-13
Small Ifrah Financial Services, Inc. Registered adviser SCHV	$6,835,278	0.40%	205,202	—	-2,999 -1.4%	Shares	2026-10-13
Small New Hampshire Trust SCHV	$6,620,728	0.39%	198,761	—	-935 -0.5%	Shares	2026-10-20
Small Westbourne Investment Advisors, Inc. Registered adviser SCHV	$6,574,727	0.39%	197,380	—	+5,899 +3.1%	Shares	2026-10-20
Small Apex Wealth Management, LLC SCHV	$6,525,329	0.39%	195,897	—	+26,612 +15.7%	Shares	2026-10-20
Small Capital Advisors Wealth Management, LLC Registered adviser SCHV	$6,398,184	0.38%	192,080	—	+1 +0.0%	Shares	2026-10-09
Small Columbus Macro, LLC Registered adviser SCHV	$6,174,741	0.37%	185,372	—	-6,068 -3.2%	Shares	2026-10-14
Small Plus Group Wealth Advisors LLC Registered adviser SCHV	$5,856,364	0.35%	175,814	—	-90,652 -34.0%	Shares	2026-10-19
Mid SAX WEALTH ADVISORS, LLC Registered adviser SCHV	$5,824,986	0.34%	174,872	—	-696 -0.4%	Shares	2026-10-13
Small BROWN WEALTH MANAGEMENT, LLC Registered adviser SCHV	$5,532,657	0.33%	166,096	—	+5,094 +3.2%	Shares	2026-10-20
Small Affinity Capital Advisors, LLC Registered adviser SCHV	$4,537,554	0.27%	136,222	—	-2,724 -2.0%	Shares	2026-10-13
Small Barden Capital Management, Inc. Registered adviser SCHV	$4,211,483	0.25%	126,433	—	-1,769 -1.4%	Shares	2026-10-09
Small UNIQUE WEALTH, LLC SCHV	$4,200,324	0.25%	126,098	—	+2,377 +1.9%	Shares	2026-10-16
Small Centerline Wealth Advisors, LLC Registered adviser SCHV	$4,182,470	0.25%	125,562	—	-1,964 -1.5%	Shares	2026-10-15
Small RKL Wealth Management LLC SCHV	$4,157,088	0.25%	124,800	—	-1,337 -1.1%	Shares	2026-10-16
Mid Everhart Financial Group, Inc. Registered adviser SCHV	$3,933,378	0.23%	118,084	—	-5,885 -4.7%	Shares	2026-10-08
Small AMERICAN FINANCIAL & TAX STRATEGIES INC Registered adviser SCHV	$3,647,478	0.22%	109,501	—	-108 -0.1%	Shares	2026-10-16
Mid Diversified Enterprises, LLC Registered adviser SCHV	$3,642,881	0.22%	109,363	—	-1,965 -1.8%	Shares	2026-10-19
Small CYPRESS FINANCIAL PLANNING LLC Registered adviser SCHV	$3,504,311	0.21%	105,203	—	-2,655 -2.5%	Shares	2026-10-09
Small Altus Wealth Group LLC Registered adviser SCHV	$3,349,253	0.20%	100,548	—	-4,867 -4.6%	Shares	2026-10-20
Small ZynergyRetirementPlanningLLC Registered adviser SCHV	$3,230,570	0.19%	96,985	—	-604 -0.6%	Shares	2026-10-08
Large Concurrent Investment Advisors, LLC Registered adviser SCHV	$3,131,239	0.19%	94,003	—	+5,480 +6.2%	Shares	2026-10-16
Micro ETF Store, Inc. SCHV	$2,910,860	0.17%	87,387	—	+10,274 +13.3%	Shares	2026-10-19
Mid MISSION WEALTH MANAGEMENT, LP Registered adviser SCHV	$2,900,201	0.17%	87,067	—	-15,421 -15.0%	Shares	2026-10-15
Small Wilkins Miller Wealth Management, LLC SCHV	$2,801,371	0.17%	84,100	—	+308 +0.4%	Shares	2026-10-13
Small MYECFO, LLC Registered adviser SCHV	$2,696,777	0.16%	80,960	—	+4,670 +6.1%	Shares	2026-10-14
Mid Dynamic Advisor Solutions LLC SCHV	$2,695,878	0.16%	80,933	—	-8,215 -9.2%	Shares	2026-10-13
Small RIVERSEDGE ADVISORS, LLC Registered adviser SCHV	$2,680,555	0.16%	80,473	—	+365 +0.5%	Shares	2026-10-09
Small FAGAN ASSOCIATES, INC. Registered adviser SCHV	$2,662,068	0.16%	79,918	—	-716 -0.9%	Shares	2026-10-13
Mid Apella Capital, LLC SCHV	$2,448,451	0.14%	73,505	—	-10,855 -12.9%	Shares	2026-10-08
Small Matthew Goff Investment Advisor, LLC SCHV	$2,446,419	0.14%	73,444	—	-2,037 -2.7%	Shares	2026-10-13
Small Cambridge Financial Group, LLC Registered adviser SCHV	$2,333,865	0.14%	70,065	—	0 0.0%	Shares	2026-10-06
Small Ridgewood Investments LLC SCHV	$2,242,795	0.13%	67,331	—	-4,238 -5.9%	Shares	2026-10-05
Micro Twin Cities Retirement Group LLC SCHV	$2,204,555	0.13%	66,183	—	-323 -0.5%	Shares	2026-10-16
Small Weaver Capital Management LLC Registered adviser SCHV	$2,155,290	0.13%	64,704	—	-5,174 -7.4%	Shares	2026-10-15
Small Bigelow Investment Advisors, LLC Registered adviser SCHV	$2,070,816	0.12%	62,168	—	+344 +0.6%	Shares	2026-10-13
Mid AVITY INVESTMENT MANAGEMENT INC. SCHV	$1,996,301	0.12%	59,931	—	0 0.0%	Shares	2026-10-09
Small Maia Wealth LLC SCHV	$1,987,674	0.12%	59,672	—	+4,780 +8.7%	Shares	2026-10-19
Small Stewardship Advisors, LLC Registered adviser SCHV	$1,970,819	0.12%	59,166	—	-9,191 -13.4%	Shares	2026-10-20
Small Moisand Fitzgerald Tamayo, LLC Registered adviser SCHV	$1,954,597	0.12%	58,679	—	-1,244 -2.1%	Shares	2026-10-15
Mid Retirement Planning Group, LLC Registered adviser SCHV	$1,945,936	0.12%	58,419	—	-13,630 -18.9%	Shares	2026-10-19
Small Copper Harbor Investment Advisors, LLC Registered adviser SCHV	$1,869,623	0.11%	56,128	—	-2,126 -3.6%	Shares	2026-10-16
Small Emerald Advisors, LLC Registered adviser SCHV	$1,837,179	0.11%	55,154	—	-2,135 -3.7%	Shares	2026-10-13
Small Grandview Asset Management LLC Registered adviser SCHV	$1,830,750	0.11%	54,961	—	-3,553 -6.1%	Shares	2026-10-19
Small Whitener Capital Management, Inc. Registered adviser SCHV	$1,808,166	0.11%	54,283	—	+3,116 +6.1%	Shares	2026-10-15
Micro SIMA Wealth Partners, LLC Registered adviser SCHV	$1,804,635	0.11%	54,177	—	-61 -0.1%	Shares	2026-10-19
Small Long Island Wealth Management, Inc. SCHV	$1,619,698	0.10%	48,625	—	+19 +0.0%	Shares	2026-10-20
Mid ASPIRIANT, LLC Registered adviser SCHV	$1,602,910	0.09%	48,121	—	-6,511 -11.9%	Shares	2026-10-16
Mid Avidian Wealth Enterprises, LLC Registered adviser SCHV	$1,556,909	0.09%	46,740	—	+540 +1.2%	Shares	2026-10-08
Small R2 Capital Strategies, LLC Registered adviser SCHV	$1,553,911	0.09%	46,650	—	+6,203 +15.3%	Shares	2026-10-15
Mid Wedmont Private Capital SCHV	$1,542,985	0.09%	46,322	—	+8,500 +22.5%	Shares	2026-10-09
Mid Valeo Financial Advisors, LLC Registered adviser SCHV	$1,519,502	0.09%	45,617	—	-139 -0.3%	Shares	2026-10-08
Small Blue Capital, Inc. SCHV	$1,518,936	0.09%	45,600	—	New	Shares	2026-10-13
Small Seed Wealth Management, Inc. Registered adviser SCHV	$1,496,618	0.09%	44,930	—	0 0.0%	Shares	2026-10-20
Small KELLY FINANCIAL GROUP LLC Registered adviser SCHV	$1,463,241	0.09%	43,928	—	-356 -0.8%	Shares	2026-10-16
Small Vanguard Capital Wealth Advisors Registered adviser SCHV	$1,446,153	0.09%	43,415	—	+190 +0.4%	Shares	2026-10-16
Small First County Bank /CT/ SCHV	$1,304,819	0.08%	39,172	—	-1,182 -2.9%	Shares	2026-10-13
Mid Diversify Advisory Services, LLC Registered adviser SCHV	$1,182,305	0.07%	35,494	—	-2,235 -5.9%	Shares	2026-10-20
Mid DIVERSIFY WEALTH MANAGEMENT, LLC Registered adviser SCHV	$1,182,305	0.07%	35,494	—	-2,235 -5.9%	Shares	2026-10-20
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