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Schwab U.S. Large-Cap Value ETF (SCHV) Institutional Ownership

Schwab U.S. Large-Cap Value ETF logo
$26.08 +0.29 (+1.12%)
(As of 12/20/2024 05:30 PM ET)
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Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Number of
Institutional Buyers
(last 12 months)
392
Total
Institutional Inflows
(last 12 months)
$385.88M
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$228.36M
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SCHV Institutional Buying and Selling by Quarter

Schwab U.S. Large-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Independent Solutions Wealth Management LLC108,521$8.72M2.0%-8.0%0.075%
12/9/2024 Copley Financial Group Inc.704$57K0.1%N/A0.000%
12/3/2024 Garde Capital Inc.206,305$16.58M1.1%-4.3%0.143%
12/3/2024 Denver PWM LLC230,667$18.54M6.9%+1.6%0.160%
11/25/2024 Destination Wealth Management3,459$278K0.0%N/A0.002%
11/25/2024 World Investment Advisors LLC217,084$17.45M0.4%+1,175.5%0.150%
11/25/2024 Sanctuary Advisors LLC42,913$3.45M0.0%+168.4%0.030%
11/25/2024 Pine Valley Investments Ltd Liability Co4,310$346K0.0%+38.4%0.003%
11/22/2024 Sculati Wealth Management LLC62,397$4.74M1.9%+106.6%0.043%
11/18/2024 Sunbelt Securities Inc.115,401$9.28M0.9%+3.3%0.080%
11/15/2024 MidWestOne Financial Group Inc.373,935$30.05M4.1%+301.7%0.259%
11/15/2024 Prestige Wealth Management Group LLC3,819$307K0.1%-16.4%0.003%
11/15/2024 SGL Investment Advisors Inc.7,346$590K0.3%N/A0.005%
11/15/2024 Y Intercept Hong Kong Ltd12,126$975K0.1%N/A0.008%
11/15/2024 MML Investors Services LLC211,470$17.00M0.1%+9.9%0.146%
11/15/2024 Orion Portfolio Solutions LLC99,311$7.98M0.2%+14.2%0.069%
11/15/2024 EP Wealth Advisors LLC52,055$4.18M0.0%+23.1%0.036%
11/15/2024 Kovitz Investment Group Partners LLC7,660$616K0.0%-25.0%0.005%
11/15/2024 Stifel Financial Corp7,434$598K0.0%+23.9%0.005%
11/15/2024 SageView Advisory Group LLC4,488$361K0.0%-23.4%0.003%
11/15/2024 Retirement Investment Advisors Inc.46,868$3.77M0.4%+4.3%0.032%
11/15/2024 IHT Wealth Management LLC55,660$4.47M0.1%+79.0%0.039%
11/15/2024 Integrated Wealth Concepts LLC70,795$5.69M0.1%-6.6%0.049%
11/15/2024 HighTower Advisors LLC737,026$59.23M0.1%-2.2%0.510%
11/15/2024 Coastwise Capital Group LLC41,105$3.30M2.7%+4.8%0.028%
11/14/2024 Tradition Wealth Management LLC306,635$24.64M2.2%+2.2%0.212%
11/14/2024 Kolinsky Wealth Management LLC20,859$1.68M1.1%+15.7%0.014%
11/14/2024 Flow Traders U.S. LLC15,422$1.24M0.1%N/A0.011%
11/14/2024 Captrust Financial Advisors245,164$19.70M0.1%+128.1%0.170%
11/14/2024 Financial Counselors Inc.583,815$46.92M0.7%-2.0%0.404%
11/14/2024 CreativeOne Wealth LLC29,327$2.36M0.1%+295.9%0.020%
11/13/2024 Townsquare Capital LLC50,920$4.09M0.0%-9.3%0.035%
11/13/2024 FMR LLC66,898$5.38M0.0%+59.1%0.046%
11/13/2024 Acorn Wealth Advisors LLC3,752$302K0.1%-10.5%0.003%
11/13/2024 Diversified LLC13,597$1.09M0.1%+25.3%0.009%
11/12/2024Von Berge Wealth Management Group LLC147,433$11.85M6.1%+162.7%0.102%
11/12/2024 Cahill Financial Advisors Inc.59,373$4.77M0.7%+3.2%0.041%
11/12/2024Larson Financial Group LLC13,489$1.08M0.1%+16.0%0.009%
11/12/2024 StoneX Group Inc.15,769$1.27M0.1%+51.3%0.011%
11/12/2024 Truepoint Inc.3,614$290K0.0%-10.1%0.003%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/12/2024 One Charles Private Wealth Services LLC3,082$248K0.1%-17.7%0.002%
11/12/2024 Advisory Services & Investments LLC8,228$661K0.4%-8.2%0.006%
11/12/2024 Great Valley Advisor Group Inc.2,544$204K0.0%-38.3%0.002%
11/12/2024 Nwam LLC11,639$935K0.1%N/A0.008%
11/12/2024 Meridian Wealth Management LLC56,492$4.54M0.2%N/A0.039%
11/12/2024 Allen Capital Group LLC28,969$2.33M0.3%-3.9%0.020%
11/12/2024 Biltmore Family Office LLC9,182$738K0.1%N/A0.006%
11/8/2024 Steele Capital Management Inc.39,077$3.14M0.2%-8.8%0.027%
11/8/2024 Bellwether Advisors LLC3,158$254K0.0%N/A0.002%
11/8/2024 Cedar Wealth Management LLC35,128$2.82M0.9%+1.3%0.024%
11/8/2024 Avior Wealth Management LLC5,525$444K0.0%-7.1%0.004%
11/8/2024 Lowery Thomas LLC72,648$5.84M4.0%+2.9%0.050%
11/7/2024 Pathstone Holdings LLC52,790$4.24M0.0%-1.7%0.037%
11/7/2024 Joseph Group Capital Management29,726$2.39M0.9%+1.6%0.021%
11/7/2024 MidAtlantic Capital Management Inc.8,214$660K0.5%N/A0.006%
11/7/2024 Tidemark LLC400$32K0.0%N/A0.000%
11/7/2024 ETF Store Inc.13,577$1.09M1.1%+3.7%0.009%
11/7/2024 MAI Capital Management322,102$25.89M0.2%-0.7%0.223%
11/7/2024 Theory Financial LLC15,618$1.26M0.5%+19.8%0.011%
11/7/2024 Thrivent Financial for Lutherans405,946$32.63M0.1%+1.3%0.281%
11/7/2024 Ritter Daniher Financial Advisory LLC DE387$31K0.0%-50.1%0.000%
11/6/2024 Adero Partners LLC2,619$211K0.0%N/A0.002%
11/6/2024 Veery Capital LLC286,096$22.99M8.6%+353.8%0.198%
11/6/2024 Schneider Downs Wealth Management Advisors LP54,905$4.41M0.9%+1.6%0.038%
11/6/2024 Northeast Financial Group Inc.52,198$4.20M1.6%N/A0.036%
11/6/2024 Black Diamond Financial LLC345,655$27.87M4.7%+10.5%0.239%
11/6/2024 Cadence Wealth Management LLC36,664$2.95M2.4%+69.0%0.025%
11/6/2024 OneDigital Investment Advisors LLC547,854$44.03M0.5%-1.3%0.379%
11/6/2024 Diversified Portfolios Inc.91,992$7.39M0.8%+11.8%0.064%
11/6/2024 Summit Asset Management LLC275,701$22.16M4.2%+2.0%0.191%
11/6/2024 Main Street Financial Solutions LLC46,201$3.71M0.3%-1.1%0.032%
11/6/2024 Schrum Private Wealth Management LLC10,730$862K0.4%+100.1%0.007%
11/6/2024 Kovack Advisors Inc.11,832$951K0.1%+5.3%0.008%
11/6/2024 Mengis Capital Management Inc.5,021$404K0.1%-11.1%0.003%
11/5/2024 Aptus Capital Advisors LLC4,375$352K0.0%-63.5%0.003%
11/5/2024 Prime Capital Investment Advisors LLC310,141$24.93M0.4%-5.9%0.215%
11/5/2024 Harbour Investments Inc.3,528$284K0.0%+28.5%0.002%
11/5/2024 Everhart Financial Group Inc.51,245$4.12M0.9%+6.9%0.035%
11/4/2024 Marshall Financial Group Inc. ADV333,707$26.82M8.1%+5.1%0.231%
11/4/2024 Catalytic Wealth RIA LLC4,419$355K0.1%N/A0.003%
11/4/2024 Kennebec Savings Bank1,320$106K0.1%N/A0.001%
11/4/2024 Noble Family Wealth LLC230,085$18.49M5.0%-0.3%0.159%
11/4/2024 Sigma Planning Corp3,471$279K0.0%-19.6%0.002%
11/2/2024 Summit Wealth & Retirement Planning Inc.540,114$43.41M13.9%+3.4%0.374%
11/2/2024 XML Financial LLC384,293$30.89M2.9%+3.4%0.266%
11/2/2024 RKL Wealth Management LLC75,038$6.03M0.5%-5.8%0.052%
11/1/2024 Atria Investments Inc4,948$398K0.0%-16.4%0.003%
11/1/2024 Resolute Advisors LLC6,489$521K0.1%N/A0.004%
11/1/2024 Verdence Capital Advisors LLC4,249$341K0.0%+23.3%0.003%
11/1/2024 SpiderRock Advisors LLC7,579$609K0.0%-28.8%0.005%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/1/2024 Capital Performance Advisors LLP2,286$184K0.1%N/A0.002%
11/1/2024 Financial Strategies Group Inc.64,915$5.22M1.1%+185.7%0.045%
11/1/2024 Vista Capital Partners Inc.4,415$355K0.0%-17.3%0.003%
10/31/2024 Global Strategic Investment Solutions LLC176,592$14.19M1.7%+0.6%0.122%
10/31/2024 Keudell Morrison Wealth Management2,600$209K0.1%N/A0.002%
10/31/2024 Concurrent Investment Advisors LLC22,233$1.79M0.1%N/A0.015%
10/31/2024 Family Asset Management LLC5,402$434K0.3%-19.2%0.004%
10/30/2024 Schaeffer Financial LLC36,900$2.97M3.0%+1.5%0.026%
10/30/2024 Ballast Advisors LLC384,212$30.88M9.5%+0.7%0.266%
10/30/2024 Radnor Capital Management LLC12,140$976K0.1%N/A0.008%
(Data available from 1/1/2016 forward)

SCHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHV shares?

During the previous two years, 756 institutional investors and hedge funds held shares of Schwab U.S. Large-Cap Value ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.28B), Mather Group LLC. ($863.64M), Sei Investments Co. ($851.91M), Advisor Group Holdings Inc. ($380.63M), Osaic Holdings Inc. ($347.69M), Envestnet Asset Management Inc. ($298.07M), and Avantax Planning Partners Inc. ($292.34M).Learn more on SCHV's institutional investors.

Which institutional investors have been buying Schwab U.S. Large-Cap Value ETF stock?

Of the 614 institutional investors that purchased Schwab U.S. Large-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sei Investments Co. ($4.47M), Mather Group LLC. ($3.39M), Osaic Holdings Inc. ($1.60M), Envestnet Asset Management Inc. ($1.48M), Dodds Wealth LLC ($1.32M), Bishop & Co Investment Management LLC ($1.32M), and Focus Financial Network Inc. ADV ($773.44K).

How much institutional buying is happening at Schwab U.S. Large-Cap Value ETF?

Institutional investors have bought a total of 33,134,282 shares in the last 24 months. This purchase volume represents approximately $770.65M in transactions.

Which Schwab U.S. Large-Cap Value ETF major shareholders have been selling company stock?

Of the 476 institutional investors that sold Schwab U.S. Large-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($4.11M), Osaic Holdings Inc. ($1.23M), Avantax Planning Partners Inc. ($1.21M), Financial Management Professionals Inc. ($475.87K), FAS Wealth Partners ($474.28K), Moneta Group Investment Advisors LLC ($450.52K), and Mather Group LLC. ($425.02K).

How much institutional selling is happening at Schwab U.S. Large-Cap Value ETF?

Institutional investors have sold a total of 17,710,729 shares in the last 24 months. This volume of shares sold represents approximately $417.62M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 12/21/2024 by MarketBeat.com Staff
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