LPL Financial
SCHV

LPL Financial’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

LPL Financial’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 		$101M Buy
3,312,316
+60,777
+2% +$1.89M 0.03% 577
2025
Q4 		$96.3M Sell
3,251,539
-529,558
-14% -$15.5M 0.03% 565
2025
Q3 		$110M Buy
3,781,097
+211,920
+6% +$6.02M 0.03% 484
2025
Q2 		$98.8M Buy
3,569,177
+45,462
+1% +$1.19M 0.03% 480
2025
Q1 		$93.7M Buy
3,523,715
+28,552
+0.8% +$766K 0.04% 445
2024
Q4 		$91.1M Buy
3,495,163
+191,080
+6% +$5.16M 0.04% 435
2024
Q3 		$88.5M Buy
3,304,083
+49,869
+2% +$1.28M 0.04% 417
2024
Q2 		$80.4M Buy
3,254,214
+13,479
+0.4% +$333K 0.04% 413
2024
Q1 		$82.1M Buy
3,240,735
+94,464
+3% +$2.26M 0.04% 384
2023
Q4 		$73.5M Sell
3,146,271
-89,760
-3% -$1.96M 0.04% 377
2023
Q3 		$69.5M Sell
3,236,031
-22,695
-0.7% -$510K 0.05% 345
2023
Q2 		$72.9M Buy
3,258,726
+27,828
+0.9% +$608K 0.05% 321
2023
Q1 		$70.6M Sell
3,230,898
-1,190,985
-27% -$26.5M 0.06% 319
2022
Q4 		$97.3M Buy
4,421,883
+478,533
+12% +$10.4M 0.08% 220
2022
Q3 		$76.9M Buy
3,943,350
+270,210
+7% +$5.82M 0.07% 243
2022
Q2 		$76.4M Sell
3,673,140
-38,796
-1% -$871K 0.07% 255
2022
Q1 		$88.3M Buy
3,711,936
+245,949
+7% +$5.82M 0.08% 243
2021
Q4 		$84.6M Buy
3,465,987
+415,365
+14% +$9.84M 0.07% 258
2021
Q3 		$68.6M Buy
3,050,622
+183,333
+6% +$4.24M 0.06% 277
2021
Q2 		$65.3M Buy
2,867,289
+380,412
+15% +$8.63M 0.07% 272
2021
Q1 		$54.1M Buy
2,486,877
+199,215
+9% +$4.15M 0.06% 282
2020
Q4 		$45.4M Sell
2,287,662
-176,892
-7% -$3.31M 0.06% 280
2020
Q3 		$42.9M Sell
2,464,554
-76,095
-3% -$1.33M 0.07% 260
2020
Q2 		$42.4M Buy
2,540,649
+141,246
+6% +$2.31M 0.07% 235
2020
Q1 		$35.4M Buy
2,399,403
+508,293
+27% +$9.32M 0.08% 228
2019
Q4 		$37.9M Buy
1,891,110
+68,628
+4% +$1.33M 0.07% 231
2019
Q3 		$34.5M Buy
1,822,482
+10,173
+0.6% +$190K 0.07% 230
2019
Q2 		$33.9M Buy
1,812,309
+195,852
+12% +$3.62M 0.07% 231
2019
Q1 		$29.5M Buy
1,616,457
+350,247
+28% +$6.22M 0.07% 251
2018
Q4 		$20.8M Buy
1,266,210
+212,214
+20% +$3.75M 0.06% 279
2018
Q3 		$19.7M Buy
1,053,996
+181,530
+21% +$3.36M 0.05% 300
2018
Q2 		$15.4M Buy
872,466
+86,685
+11% +$1.55M 0.04% 332
2018
Q1 		$13.8M Buy
785,781
+47,841
+6% +$877K 0.04% 352
2017
Q4 		$13.4M Buy
737,940
+98,460
+15% +$1.75M 0.04% 342
2017
Q3 		$11M Buy
639,480
+9,042
+1% +$153K 0.04% 353
2017
Q2 		$10.5M Buy
630,438
+36,558
+6% +$608K 0.04% 348
2017
Q1 		$9.81M Sell
593,880
-48,288
-8% -$794K 0.07% 246
2016
Q4 		$10.4M Buy
642,168
+111,609
+21% +$1.73M 0.08% 211
2016
Q3 		$7.98M Buy
530,559
+24,147
+5% +$368K 0.08% 246
2016
Q2 		$7.56M Sell
506,412
-518,937
-51% -$7.6M 0.06% 255
2016
Q1 		$14.7M Sell
1,025,349
-153,360
-13% -$2.1M 0.04% 341
2015
Q4 		$16.5M Buy
1,178,709
+600,906
+104% +$8.53M 0.05% 318
2015
Q3 		$7.93M Buy
577,803
+79,455
+16% +$1.11M 0.04% 330
2015
Q2 		$7.17M Buy
498,348
+118,965
+31% +$1.75M 0.04% 399
2015
Q1 		$5.45M Buy
379,383
+79,059
+26% +$1.15M 0.03% 471
2014
Q4 		$4.42M Buy
300,324
+9,498
+3% +$137K 0.02% 531
2014
Q3 		$4.08M Buy
290,826
+39,468
+16% +$565K 0.02% 543
2014
Q2 		$3.59M Buy
251,358
+44,967
+22% +$627K 0.02% 602
2014
Q1 		$2.83M Buy
206,391
+14,052
+7% +$188K 0.02% 663
2013
Q4 		$2.61M Buy
192,339
+6,663
+4% +$87K 0.02% 691
2013
Q3 		$2.35M Sell
185,676
-504
-0.3% -$6.31K 0.02% 698
2013
Q2 		$2.25M Buy
+186,180
New +$2.26M 0.02% 668

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

LPL Financial's SCHV Position: Q1 2026 in Review

LPL Financial increased its Schwab US Large-Cap Value ETF (SCHV) stake by 1.9% in Q1 2026, buying an estimated $1.89M and bringing the position to 3,312,316 shares worth $101M. The position accounts for 0.03% of the portfolio, ranked #577.

LPL Financial first reported a position in SCHV in Q2 2013 and has held it in 52 quarters since. The position peaked at $110M in Q3 2025. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • LPL Financial held 3,312,316 shares of Schwab US Large-Cap Value ETF worth $101M as of Q1 2026.
  • LPL Financial bought 60,777 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $1.89M.
  • Schwab US Large-Cap Value ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #577 holding.
  • LPL Financial first reported a position in Schwab US Large-Cap Value ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Schwab US Large-Cap Value ETF position peaked at $110M in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.