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

Schwab U.S. Large-Cap Value ETF logo
$26.88 +0.18 (+0.67%)
As of 01/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Number of
Institutional Buyers
(last 12 months)
436
Total
Institutional Inflows
(last 12 months)
$914.91M
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$221.57M
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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
1/17/2025 New Century Financial Group LLC8,140$213K0.1%+187.8%0.006%
1/17/2025 Red Door Wealth Management LLC30,542$796K0.1%+200.6%0.021%
1/17/2025 IVC Wealth Advisors LLC284,010$7.40M4.1%+199.8%0.197%
1/17/2025 Goldstein Advisors LLC16,115$420K0.1%+177.8%0.011%
1/17/2025 Market Street Wealth Management Advisors LLC34,653$903K0.2%+194.4%0.024%
1/17/2025 Avior Wealth Management LLC14,962$390K0.0%+170.8%0.010%
1/17/2025 Raleigh Capital Management Inc.4,381$114K0.0%+201.9%0.003%
1/17/2025 Mutual Advisors LLC589,523$15.74M0.5%+2.4%0.408%
1/17/2025 First PREMIER Bank1,035$27K0.0%+200.0%0.001%
1/17/2025 Olistico Wealth LLC1,236$32K0.0%+200.0%0.001%
1/17/2025 Independent Wealth Network Inc.13,517$352K0.1%N/A0.009%
1/17/2025 Janney Montgomery Scott LLC59,540$1.55M0.0%+188.5%0.041%
1/17/2025 Bartlett & CO. Wealth Management LLC36,180$943K0.0%+201.7%0.025%
1/17/2025 GoalVest Advisory LLC6,873$179K0.0%+200.0%0.005%
1/17/2025 Kelleher Financial Advisors29,220$762K0.3%+200.0%0.020%
1/17/2025 Missouri Trust & Investment Co5,070$132K0.0%+200.0%0.004%
1/17/2025 Dakota Wealth Management167,412$4.36M0.1%+214.1%0.116%
1/17/2025 XML Financial LLC1,197,455$31.22M2.9%+211.6%0.829%
1/17/2025 Simon Quick Advisors LLC25,087$654K0.0%+201.8%0.017%
1/17/2025 Beaumont Financial Advisors LLC33,543$874K0.1%+198.6%0.023%
1/17/2025 White Pine Investment CO343,050$8.94M2.4%+198.0%0.238%
1/17/2025 Verum Partners LLC29,458$768K0.2%+249.9%0.020%
1/17/2025 JBGlobal.com LLC680,734$17.75M18.7%N/A0.471%
1/17/2025 Atomi Financial Group Inc.1,357,798$35.40M1.8%+215.4%0.940%
1/17/2025 Signature Resources Capital Management LLC4,395$115K0.1%+200.0%0.003%
1/17/2025 Alpha Cubed Investments LLC20,083$524K0.0%+202.8%0.014%
1/17/2025 Courage Miller Partners LLC261,064$6.81M2.3%+198.8%0.181%
1/16/2025 Kiley Juergens Wealth Management LLC40,402$1.05M0.3%+150.2%0.028%
1/16/2025 Aspiriant LLC52,559$1.37M0.0%+249.6%0.036%
1/16/2025 Chesapeake Wealth Management33,595$876K0.3%+204.3%0.023%
1/16/2025 Martel Wealth Advisors Inc524,112$13.66M2.7%+200.1%0.363%
1/16/2025 ZWJ Investment Counsel Inc.8,348$218K0.0%+199.9%0.006%
1/16/2025 Pure Financial Advisors LLC90,623$2.36M0.1%+231.4%0.063%
1/16/2025 New Hampshire Trust58,899$1.54M0.3%+439.0%0.041%
1/16/2025 Koshinski Asset Management Inc.48,845$1.27M0.0%+57.3%0.034%
1/16/2025 Gemmer Asset Management LLC4,188,511$109.19M10.8%+206.9%2.901%
1/16/2025 Zhang Financial LLC16,640$434K0.0%+201.6%0.012%
1/16/2025 MassMutual Private Wealth & Trust FSB30,614$798K0.0%+268.6%0.021%
1/16/2025 AHL Investment Management Inc.12,114$316K0.2%+200.0%0.008%
1/16/2025 Thrive Wealth Management LLC263,883$6.88M1.2%+210.0%0.183%
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1/16/2025 Ironwood Financial llc29,232$762K0.2%+201.9%0.020%
1/16/2025 Evanson Asset Management LLC11,553$301K0.0%+200.3%0.008%
1/16/2025 Brady Martz Wealth Solutions LLC1,630,893$42.70M10.3%N/A1.129%
1/16/2025 Cambridge Advisors Inc.11,809$308K0.1%+214.5%0.008%
1/16/2025 My Legacy Advisors LLC13,816$366K0.1%N/A0.010%
1/16/2025 Murphy Middleton Hinkle & Parker Inc.254,217$6.63M3.7%+255.2%0.176%
1/16/2025 Arbor Trust Wealth Advisors LLC126,763$3.31M1.5%+192.8%0.088%
1/15/2025 Joule Financial LLC36,996$964K0.3%+265.6%0.026%
1/15/2025 GenWealth Group Inc.1,404,756$36.62M8.3%+208.9%0.973%
1/15/2025 Whitaker Myers Wealth Managers LTD.356,691$9.30M2.7%+278.9%0.247%
1/15/2025 Riversedge Advisors LLC130,596$3.41M0.8%+441.3%0.090%
1/15/2025 Financial Advisors LLC2,724,819$71.04M13.6%+197.8%1.887%
1/15/2025 Veery Capital LLC1,038,132$27.06M10.4%+262.9%0.719%
1/15/2025 Smith Salley Wealth Management16,937$442K0.0%+200.0%0.012%
1/15/2025 Krilogy Financial LLC2,205,034$57.49M3.8%+150.7%1.527%
1/15/2025 Ameritas Advisory Services LLC18,937$494K0.0%+351.6%0.013%
1/15/2025 HB Wealth Management LLC91,852$2.40M0.0%+107.6%0.064%
1/15/2025 Gill Capital Partners LLC387,915$10.11M3.6%+206.1%0.269%
1/15/2025 CGN Advisors LLC39,266$1.02M0.1%+202.1%0.027%
1/15/2025 Arkadios Wealth Advisors72,939$1.90M0.1%+196.3%0.051%
1/15/2025 LongView Wealth Management41,952$1.09M0.3%+200.0%0.029%
1/15/2025 Whitener Capital Management Inc.43,001$1.12M0.3%+213.1%0.030%
1/15/2025 Sax Wealth Advisors LLC32,901$858K0.1%+200.0%0.023%
1/15/2025 Merit Financial Group LLC12,619$329K0.0%+293.1%0.009%
1/15/2025 Brand Asset Management Group Inc.232,530$6.06M2.5%+165.4%0.161%
1/15/2025 Grant GrossMendelsohn LLC123,931$3.23M1.7%+182.4%0.086%
1/15/2025 Wealthcare Advisory Partners LLC541,438$14.12M0.4%+193.2%0.375%
1/15/2025 Total Wealth Planning LLC292,678$7.63M1.2%+175.5%0.203%
1/15/2025 Capital Planning LLC331,742$8.65M2.3%+203.7%0.230%
1/15/2025 Harbor Group Inc.337,175$8.79M2.0%+199.1%0.234%
1/15/2025 Capital Advisors Wealth Management LLC141,581$3.69M0.7%+217.6%0.098%
1/15/2025 Mirador Capital Partners LP13,503$352K0.1%+208.9%0.009%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management555,954$14.49M6.8%+229.2%0.385%
1/14/2025 Pinnacle Bancorp Inc.4,482$117K0.0%+200.0%0.003%
1/14/2025 Cliftonlarsonallen Wealth Advisors LLC893,666$23.30M0.5%+193.7%0.619%
1/14/2025 Smith Anglin Financial LLC76,397$1.99M0.2%+204.6%0.053%
1/14/2025 Apella Capital LLC9,024$235K0.0%+200.0%0.006%
1/14/2025 Avity Investment Management Inc.16,630$434K0.0%+208.8%0.012%
1/14/2025 Marquette Asset Management LLC28,770$750K0.1%+200.0%0.020%
1/14/2025 Radnor Capital Management LLC18,210$475K0.1%+50.0%0.013%
1/14/2025 Acropolis Investment Management LLC11,934$311K0.0%+200.0%0.008%
1/14/2025 Park Avenue Securities LLC9,155$239K0.0%N/A0.006%
1/14/2025 Kathmere Capital Management LLC27,330$713K0.1%+220.1%0.019%
1/14/2025 SeaCrest Wealth Management LLC174,010$4.54M0.5%+188.9%0.121%
1/14/2025 Sovereign Financial Group Inc.26,214$683K0.2%+193.9%0.018%
1/14/2025 Safeguard Financial LLC282,350$7.36M1.6%+304.1%0.196%
1/14/2025 Mayfair Advisory Group LLC20,007$522K0.3%+200.0%0.014%
1/14/2025 Affinity Capital Advisors LLC153,119$4.00M0.8%+195.3%0.106%
1/14/2025 Seed Wealth Management Inc.46,050$1.20M1.0%+194.0%0.032%
1/14/2025 Myecfo LLC50,119$1.31M0.7%+316.5%0.035%
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Wall Street is already looking past Trump… To a new catalyst on the near horizon that could be even bigger than his inauguration. As soon as January 29th…

So please watch this video now before the hammer falls and it’s too late.
1/14/2025 Rosenberg Matthew Hamilton3,000$78K0.0%+200.0%0.002%
1/14/2025 Hart & Patterson Financial Group LLC99,627$2.60M1.3%+204.0%0.069%
1/13/2025 Columbia Advisory Partners LLC29,297$764K0.7%N/A0.020%
1/13/2025 Code Waechter LLC10,166$265K0.2%+200.0%0.007%
1/13/2025 Christensen King & Associates Investment Services Inc.281,130$7.40M3.5%+202.0%0.195%
1/13/2025 BCS Wealth Management73,444$1.92M0.5%N/A0.051%
1/13/2025 AdvisorNet Financial Inc52,030$1.36M0.1%+208.6%0.036%
1/13/2025 Sentinel Pension Advisors Inc.9,146$238K0.0%N/A0.006%
1/13/2025 Noble Family Wealth LLC690,921$17.93M4.9%+200.3%0.478%
1/13/2025 Miracle Mile Advisors LLC65,139$1.70M0.0%+159.2%0.045%
(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, 764 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 638 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), Gemmer Asset Management LLC ($3.19M), Financial Advisors LLC ($1.86M), Brady Martz Wealth Solutions LLC ($1.63M), Osaic Holdings Inc. ($1.60M), and Envestnet Asset Management Inc. ($1.48M).

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

Institutional investors have bought a total of 53,386,560 shares in the last 24 months. This purchase volume represents approximately $1.30B in transactions.

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

Of the 467 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 17,538,747 shares in the last 24 months. This volume of shares sold represents approximately $413.84M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 1/20/2025 by MarketBeat.com Staff
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