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

Schwab U.S. Large-Cap Value ETF logo
$28.86 -0.02 (-0.07%)
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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)
824
Total
Institutional Inflows
(last 12 months)
$6.00B
Number of
Institutional Sellers
(last 12 months)
329
Total
Institutional Outflows
(last 12 months)
$412.86M
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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
9/9/2025 Cambridge Financial Group LLC88,555$2.45M0.9%+1.3%0.019%
9/9/2025 NWF Advisory Services Inc.33,640$931K0.1%+5.2%0.007%
9/4/2025 ZynergyRetirementPlanningLLC103,492$2.86M1.9%-16.2%0.023%
9/4/2025 Osaic Holdings Inc.11,980,931$331.52M0.6%+3.7%2.616%
9/3/2025 American Trust52,858$1.46M0.1%N/A0.012%
8/29/2025 Total Investment Management Inc.1,485$41K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.11,543$319K0.0%+9.7%0.003%
8/28/2025 Stark Wealth Management LLC32,313$884K1.2%N/A0.007%
8/27/2025 Orion Porfolio Solutions LLC225,504$6.24M0.1%-1.5%0.049%
8/27/2025 Seneca Financial Advisors LLC652,489$18.05M7.0%-5.0%0.142%
8/26/2025 Thrivent Financial for Lutherans560,034$15.50M0.0%-19.2%0.122%
8/19/2025 B. Riley Wealth Advisors Inc.42,565$1.18M0.1%N/A0.009%
8/19/2025 Cape Investment Advisory Inc.602,557$16.67M6.1%+0.2%0.132%
8/19/2025 Advisory Services Network LLC93,257$2.60M0.0%+2.7%0.020%
8/18/2025 Tactive Advisors LLC34,603$957K0.3%N/A0.008%
8/18/2025 Geneos Wealth Management Inc.573,156$15.86M0.4%-2.0%0.125%
8/18/2025 Front Row Advisors LLC10,392$288K0.1%-7.2%0.002%
8/16/2025 Evergreen Capital Management LLC67,383$1.86M0.1%N/A0.015%
8/15/2025 Tower Research Capital LLC TRC 23,482$650K0.0%N/A0.005%
8/15/2025 Synergy Financial Group LTD7,416$205K0.2%N/A0.002%
8/15/2025 Corient Private Wealth LLC196,294$5.43M0.0%+158.4%0.043%
8/15/2025 Florida Financial Advisors LLC206,431$5.71M1.9%-3.8%0.045%
8/15/2025 Stonebridge Capital Advisors LLC35,445$981K0.1%-11.1%0.008%
8/15/2025 Captrust Financial Advisors656,713$18.17M0.0%+1.0%0.143%
8/15/2025 Keel Point LLC54,851$1.52M0.1%+2.2%0.012%
8/15/2025 Visionary Wealth Advisors226,836$6.28M0.3%+10.5%0.050%
8/15/2025 Scott Marsh Financial LLC31,732$878K0.3%N/A0.007%
8/15/2025 Seneschal Advisors LLC19,164$530K0.4%-3.4%0.004%
8/15/2025 Smartleaf Asset Management LLC22,372$616K0.1%-5.2%0.005%
8/15/2025 Orion Porfolio Solutions LLC225,504$6.24M0.0%-1.5%0.049%
8/15/2025 Paces Ferry Wealth Advisors LLC217,272$6.01M2.8%+0.2%0.047%
8/15/2025 MML Investors Services LLC832,273$23.03M0.1%+4.5%0.182%
8/15/2025 Monograph Wealth Advisors LLC54,608$1.51M0.2%+1.5%0.012%
8/15/2025 IHT Wealth Management LLC83,720$2.32M0.1%-3.7%0.018%
8/15/2025 EP Wealth Advisors LLC248,503$6.88M0.0%+75.1%0.054%
8/15/2025 Benjamin Edwards Inc.36,023$997K0.0%+43.5%0.008%
8/15/2025 BNP Paribas Financial Markets95,850$2.65M0.0%-85.3%0.021%
8/15/2025 Bishop & Co Investment Management LLC343,274$9.50M3.4%+6.0%0.075%
8/15/2025 Bank of America Corp DE1,827,149$50.56M0.0%+5.6%0.399%
8/15/2025 Acas LLC79,468$2.26M1.5%-1.2%0.017%
8/15/2025 Ameriprise Financial Inc.1,449,963$40.12M0.0%-11.9%0.317%
8/14/2025 Vista Capital Partners Inc.15,292$423K0.0%+39.2%0.003%
8/14/2025 Ausdal Financial Partners Inc.18,384$509K0.0%-46.4%0.004%
8/14/2025 Financial Advisors Network Inc.915,554$25.33M3.8%+5.3%0.200%
8/14/2025 Raymond James Financial Inc.572,290$15.84M0.0%+2.2%0.125%
8/14/2025 Betterment LLC4,362,278$120.70M0.3%-2.3%0.953%
8/14/2025 Quantinno Capital Management LP18,574$514K0.0%-34.6%0.004%
8/14/2025 Ieq Capital LLC67,062$1.86M0.0%-20.6%0.015%
8/14/2025 Main Street Financial Solutions LLC171,749$4.75M0.3%+5.5%0.038%
8/14/2025 FAS Wealth Partners Inc.1,138,942$31.52M2.3%+0.4%0.249%
8/14/2025 Sei Investments Co.43,062,193$1.19B1.4%+6.0%9.404%
8/14/2025 NewEdge Advisors LLC98,409$2.72M0.0%+6.4%0.021%
8/14/2025 Qube Research & Technologies Ltd12,542$347K0.0%+2,712.1%0.003%
8/14/2025 Certuity LLC25,482$705K0.1%N/A0.006%
8/14/2025 Financial Strategies Group Inc.75,466$2.11M0.4%+0.7%0.016%
8/14/2025 Acorn Wealth Advisors LLC9,030$250K0.1%-16.3%0.002%
8/14/2025 Denver PWM LLC661,712$18.31M5.7%+3.5%0.145%
8/14/2025 L2 Asset Management LLC17,160$475K0.1%N/A0.004%
8/14/2025 Ally Invest Advisors Inc.842,086$23.30M1.8%+4.0%0.184%
8/14/2025 Cary Street Partners Financial LLC79,891$2.21M0.1%-16.7%0.017%
8/14/2025 Cerity Partners LLC995,771$27.55M0.0%+39.2%0.217%
8/13/2025 Bradyco Inc.7,539$209K0.2%N/A0.002%
8/13/2025 Per Stirling Capital Management LLC.245,363$6.79M0.9%+4.5%0.054%
8/13/2025 Quantum Portfolio Management LLC105,573$2.92M1.4%+8.4%0.023%
8/13/2025 StoneX Group Inc.68,525$1.90M0.1%+7.5%0.015%
8/13/2025 Flow Traders U.S. LLC40,151$1.11M0.0%N/A0.009%
8/13/2025 SageView Advisory Group LLC15,745$445K0.0%-2.6%0.003%
8/13/2025 Cresset Asset Management LLC244,053$6.75M0.0%-1.7%0.053%
8/13/2025 Capital Advisors Wealth Management LLC173,720$4.81M0.8%+16.0%0.038%
8/13/2025 Brown Advisory Inc.12,952$358K0.0%+27.4%0.003%
8/13/2025 SCS Capital Management LLC65,165$1.80M0.0%-43.7%0.014%
8/13/2025 Milestone Investment Advisors LLC21,785$603K0.2%-32.1%0.005%
8/13/2025 Baird Financial Group Inc.174,487$4.83M0.0%+40.9%0.038%
8/13/2025 Knuff & Co LLC40,638$1.12M0.4%-2.4%0.009%
8/13/2025 CW Advisors LLC352,275$9.75M0.1%-14.9%0.077%
8/13/2025 Beacon Pointe Advisors LLC1,062,422$29.40M0.3%+8.8%0.232%
8/13/2025 Bernardo Wealth Planning LLC28,207$781K0.2%+13.9%0.006%
8/13/2025 Lido Advisors LLC92,012$2.55M0.0%-1.7%0.020%
8/13/2025 Rinkey Investments175,707$4.86M1.5%+193.0%0.038%
8/13/2025 Northwestern Mutual Wealth Management Co.704,545$19.50M0.0%+6.8%0.154%
8/13/2025 Choreo LLC100,916$2.79M0.0%+759.8%0.022%
8/13/2025 Russell Investments Group Ltd.4,413$122K0.0%-25.8%0.001%
8/13/2025 Maia Wealth LLC53,583$1.48M0.3%N/A0.012%
8/12/2025 Blueprint Financial Advisors LLC16,086$445K0.1%N/A0.004%
8/12/2025 J.W. Cole Advisors Inc.107,093$2.96M0.1%+329.4%0.023%
8/12/2025 North Star Asset Management Inc.117,652$3.26M0.1%-3.5%0.026%
8/12/2025 Financial Advocates Investment Management33,176$918K0.1%-17.5%0.007%
8/12/2025 Laurel Wealth Advisors LLC25,319$701K0.0%+2,667.1%0.006%
8/12/2025 Steward Partners Investment Advisory LLC28,355$785K0.0%-7.7%0.006%
8/12/2025 CreativeOne Wealth LLC76,482$2.12M0.1%-43.3%0.017%
8/12/2025 Global Retirement Partners LLC79,597$2.20M0.1%N/A0.017%
8/12/2025 Cadence Wealth Management LLC190,360$5.27M3.5%+18.4%0.042%
8/12/2025 YANKCOM Partnership431,200$11.93M5.8%+6.7%0.094%
8/12/2025 JPMorgan Chase & Co.1,099,529$30.42M0.0%+40.2%0.240%
8/12/2025 Bradyco Inc.7,539$209K0.2%N/A0.002%
8/12/2025 NFP Retirement Inc.44,947$1.24M0.1%+1.3%0.010%
8/11/2025 VSM Wealth Advisory LLC22,822$667K0.2%+436.5%0.005%
8/11/2025 Brown Wealth Management LLC151,567$4.19M1.3%+62.0%0.033%
8/11/2025 Aspen Investment Management Inc9,380$260K0.1%-4.5%0.002%
8/11/2025 Traub Capital Management LLC3,545$98K0.1%N/A0.001%
(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, 931 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. ($1.42B), Sei Investments Co. ($1.19B), Mather Group LLC. ($912.89M), Envestnet Asset Management Inc. ($447.37M), Osaic Holdings Inc. ($331.52M), Avantax Planning Partners Inc. ($266.53M), and Mariner LLC ($207.28M).Learn more on Schwab U.S. Large-Cap Value ETF's institutional investors.

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

Of the 892 institutional investors that purchased Schwab U.S. Large-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Financial Engines Advisors L.L.C. ($35.88M), Sei Investments Co. ($32.32M), Mather Group LLC. ($24.21M), Envestnet Asset Management Inc. ($12.34M), Avantax Planning Partners Inc. ($6.76M), Mariner LLC ($5.37M), and Wealth Enhancement Advisory Services LLC ($5.13M).

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

Institutional investors have bought a total of 229,088,750 shares in the last 24 months. This purchase volume represents approximately $6.00B in transactions.

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

Of the 329 institutional investors that sold Schwab U.S. Large-Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Engines Advisors L.L.C. ($2.11M), World Investment Advisors ($1.13M), Financial Counselors Inc. ($1.07M), Wealth Enhancement Advisory Services LLC ($833.40K), Prime Capital Investment Advisors LLC ($780.20K), Goldman Sachs Group Inc. ($722.88K), and BNP Paribas Financial Markets ($554.73K).

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

Institutional investors have sold a total of 15,241,270 shares in the last 24 months. This volume of shares sold represents approximately $412.86M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 9/16/2025 by MarketBeat.com Staff
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