Citadel Advisors
SCHV

Citadel Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Citadel Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.31M Buy
141,294
+127,688
+938% +$3.98M ﹤0.01% 4586
2025
Q4 		$403K Sell
13,606
-61,020
-82% -$1.78M ﹤0.01% 9525
2025
Q3 		$2.17M Buy
74,626
+59,136
+382% +$1.68M ﹤0.01% 5915
2025
Q2 		$429K Sell
15,490
-20,455
-57% -$538K ﹤0.01% 8990
2025
Q1 		$955K Buy
35,945
+20,354
+131% +$546K ﹤0.01% 7056
2024
Q4 		$406K Sell
15,591
-90,282
-85% -$2.44M ﹤0.01% 9006
2024
Q3 		$2.84M Buy
105,873
+93,609
+763% +$2.4M ﹤0.01% 4886
2024
Q2 		$303K Sell
12,264
-79,830
-87% -$1.97M ﹤0.01% 9110
2024
Q1 		$2.33M Buy
+92,094
New +$2.21M ﹤0.01% 5224
2023
Q4 		– Sell
-25,245
Closed -$542K – 15124
2023
Q3 		$542K Buy
+25,245
New +$567K ﹤0.01% 7879
2023
Q2 		– Sell
-272,334
Closed -$5.95M – 15111
2023
Q1 		$5.95M Buy
+272,334
New +$6.05M ﹤0.01% 3524
2022
Q4 		– Sell
-26,958
Closed -$526K – 15390
2022
Q3 		$526K Buy
+26,958
New +$580K ﹤0.01% 8346
2022
Q2 		– Sell
-123,042
Closed -$2.93M – 13957
2022
Q1 		$2.93M Buy
+123,042
New +$2.91M ﹤0.01% 5244
2021
Q4 		– Sell
-250,548
Closed -$5.64M – 14647
2021
Q3 		$5.64M Buy
250,548
+211,089
+535% +$4.88M ﹤0.01% 4082
2021
Q2 		$899K Buy
+39,459
New +$895K ﹤0.01% 8633
2020
Q3 		– Sell
-134,793
Closed -$2.25M – 10656
2020
Q2 		$2.25M Buy
+134,793
New +$2.2M ﹤0.01% 4352
2019
Q1 		– Sell
-48,156
Closed -$791K – 9799
2018
Q4 		$791K Sell
48,156
-23,346
-33% -$413K ﹤0.01% 5675
2018
Q3 		$1.34M Buy
+71,502
New +$1.33M ﹤0.01% 5056
2018
Q2 		– Sell
-114,405
Closed -$2.02M – 9235
2018
Q1 		$2.02M Buy
+114,405
New +$2.1M ﹤0.01% 3724
2016
Q3 		– Sell
-27,924
Closed -$417K – 7697
2016
Q2 		$417K Buy
+27,924
New +$409K ﹤0.01% 4741

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Citadel Advisors's SCHV Position: Q1 2026 in Review

Citadel Advisors increased its Schwab US Large-Cap Value ETF (SCHV) stake by 938% in Q1 2026, buying an estimated $3.98M and bringing the position to 141,294 shares worth $4.31M. The position accounts for ﹤0.01% of the portfolio, ranked #4586.

Citadel Advisors first reported a position in SCHV in Q2 2016 and has held it in 20 quarters since. The position peaked at $5.95M in Q1 2023. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Citadel Advisors held 141,294 shares of Schwab US Large-Cap Value ETF worth $4.31M as of Q1 2026.
  • Citadel Advisors bought 127,688 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $3.98M.
  • Schwab US Large-Cap Value ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #4586 holding.
  • Citadel Advisors first reported a position in Schwab US Large-Cap Value ETF in Q2 2016 and has held it in 20 quarters since.
  • Citadel Advisors's Schwab US Large-Cap Value ETF position peaked at $5.95M in Q1 2023.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.