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

Schwab U.S. Large-Cap Value ETF logo
$26.32 -0.33 (-1.24%)
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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)
725
Total
Institutional Inflows
(last 12 months)
$5.46B
Number of
Institutional Sellers
(last 12 months)
242
Total
Institutional Outflows
(last 12 months)
$201.03M
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SCHV Institutional Buying and Selling by Quarter

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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
3/27/2025Milestone Asset Management Group LLC10,412$271K0.2%N/A0.002%
3/18/2025CWC Advisors LLC.8,199$214K0.2%+200.0%0.002%
3/17/2025 Wealth Enhancement Advisory Services LLC7,608,951$198.37M0.4%+198.4%1.688%
3/12/2025 Centaurus Financial Inc.9,675$252K0.0%+248.5%0.002%
3/10/2025 SpringVest Wealth Management LLC187,863$4.90M4.2%N/A0.042%
3/3/2025 American Investment Services Inc.17,250$450K0.1%+199.5%0.004%
2/27/2025 Carolinas Wealth Consulting LLC43,686$1.14M0.2%+185.7%0.010%
2/26/2025 Sculati Wealth Management LLC34,008$887K0.3%+181.7%0.008%
2/25/2025 B. Riley Wealth Advisors Inc.46,067$1.20M0.0%+160.9%0.010%
2/25/2025 Integrated Advisors Network LLC477,005$12.44M0.6%+196.8%0.106%
2/25/2025 Garde Capital Inc.628,571$16.39M1.1%+204.7%0.140%
2/24/2025 Wilkins Miller Wealth Management LLC68,882$1.80M1.9%N/A0.048%
2/24/2025 Ameriflex Group Inc.918$25K0.0%N/A0.001%
2/24/2025 United Advisor Group LLC12,258$320K0.1%+197.6%0.008%
2/22/2025 American Trust34,290$894K0.1%N/A0.024%
2/21/2025 WNY Asset Management LLC19,476$508K0.1%+132.5%0.013%
2/21/2025 Vermillion Wealth Management Inc.2,806$73K0.0%N/A0.002%
2/21/2025 AlphaCore Capital LLC7,333$191K0.0%+183.8%0.005%
2/19/2025 Columbia River Financial Group LLC21,482$560K0.4%N/A0.015%
2/19/2025 North Star Asset Management Inc.117,580$3.07M0.1%+197.6%0.081%
2/18/2025 Western Wealth Management LLC15,985$417K0.1%+150.5%0.011%
2/18/2025 Sunbelt Securities Inc.180,302$4.68M0.4%+56.2%0.125%
2/18/2025 Retirement Planning Group LLC76,487$1.99M0.1%+234.7%0.053%
2/18/2025 McIlrath & Eck LLC1,197$31K0.0%+200.0%0.001%
2/18/2025 Monograph Wealth Advisors LLC53,784$1.40M0.2%+200.0%0.037%
2/18/2025 MidWestOne Financial Group Inc.1,127,228$29.39M4.1%+201.5%0.781%
2/18/2025 Focus Partners Advisor Solutions LLC1,976,668$51.53M0.9%+1,717.5%1.369%
2/18/2025 Kolinsky Wealth Management LLC67,339$1.76M1.1%+222.8%0.047%
2/18/2025 Continuum Advisory LLC6,678$174K0.0%+101.3%0.005%
2/18/2025 Mpwm Advisory Solutions LLC1,200$31K0.0%N/A0.001%
2/18/2025 Vanguard Capital Wealth Advisors34,221$892K1.0%+192.3%0.024%
2/17/2025 Waverly Advisors LLC213,204$5.56M0.1%+212.9%0.148%
2/17/2025 Visionary Wealth Advisors209,123$5.45M0.3%+185.4%0.145%
2/17/2025 TrinityPoint Wealth LLC17,497$456K0.1%+201.7%0.012%
2/17/2025 Stonebrook Private Inc.8,862$231K0.1%N/A0.006%
2/17/2025 Security National Bank of SO Dak8,883$232K0.1%+200.0%0.006%
2/17/2025 Shepherd Kaplan Krochuk LLC201,681$5.26M4.4%+161.3%0.140%
2/17/2025 Quantinno Capital Management LP14,445$377K0.0%N/A0.010%
2/17/2025 LifePlan Investment Advisors Inc.128,873$3.36M2.1%+188.9%0.089%
2/17/2025 Guardian Wealth Advisors LLC NC1,044$27K0.0%+200.0%0.001%
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2/17/2025 Focus Partners Wealth270,357$7.15M0.0%+179.2%0.187%
2/17/2025 Evensky & Katz LLC3,572$93K0.0%+201.2%0.002%
2/17/2025 D. E. Shaw & Co. Inc.22,722$592K0.0%N/A0.016%
2/17/2025 EPG Wealth Management LLC2,758$72K0.0%+201.8%0.002%
2/17/2025 EP Wealth Advisors LLC148,924$3.88M0.0%+186.1%0.103%
2/17/2025 CoreCap Advisors LLC3,345$87K0.0%+209.4%0.002%
2/17/2025 Cresset Asset Management LLC244,603$6.38M0.0%+203.0%0.169%
2/17/2025 Cetera Investment Advisers1,159,773$30.24M0.1%+185.7%0.803%
2/17/2025 Cahill Financial Advisors Inc.175,658$4.58M0.6%+195.9%0.122%
2/17/2025 Citadel Advisors LLC15,591$406K0.0%-55.8%0.011%
2/17/2025 Captrust Financial Advisors674,546$17.59M0.0%+175.1%0.467%
2/17/2025 Cary Street Partners Financial LLC107,520$2.80M0.1%N/A0.074%
2/17/2025 Brown Wealth Management LLC90,497$2.36M0.8%+208.5%0.063%
2/17/2025 Baird Financial Group Inc.129,269$3.37M0.0%+475.0%0.090%
2/17/2025 Bank of America Corp DE1,786,273$46.57M0.0%+228.6%1.237%
2/17/2025 Benjamin Edwards Inc.16,377$427K0.0%N/A0.011%
2/17/2025 Ameriprise Financial Inc.1,491,069$38.91M0.0%+231.5%1.033%
2/17/2025 Ancora Advisors LLC2,769$72K0.0%+200.0%0.002%
2/17/2025 Aptus Capital Advisors LLC17,796$464K0.0%+306.8%0.012%
2/14/2025 West Paces Advisors Inc.6,300$164K0.0%+200.0%0.004%
2/14/2025 Mercer Global Advisors Inc. ADV546,256$14.24M0.0%+73.9%0.378%
2/14/2025 Keel Point LLC54,889$1.43M0.1%+196.2%0.038%
2/14/2025 FAS Wealth Partners Inc.1,173,281$30.59M2.6%+189.6%0.813%
2/14/2025 Jane Street Group LLC47,126$1.23M0.0%N/A0.033%
2/14/2025 Westbourne Investments Inc.32,778$855K0.5%N/A0.023%
2/14/2025 Waterford Advisors LLC148,145$3.86M2.0%+200.0%0.103%
2/14/2025 Comerica Bank30,053$783K0.0%+266.7%0.021%
2/14/2025 Schwallier Wealth Management LLC15,099$394K0.3%+202.5%0.010%
2/14/2025 Lido Advisors LLC96,406$2.51M0.0%+304.4%0.067%
2/14/2025 Bellwether Advisors LLC9,473$247K0.0%+200.0%0.007%
2/14/2025 Long Island Wealth Management Inc.48,234$1.26M0.8%+199.2%0.033%
2/14/2025 Beacon Pointe Advisors LLC966,941$25.21M0.3%+193.4%0.670%
2/14/2025 Tudor Investment Corp ET AL61,553$1.61M0.0%+1,290.1%0.043%
2/14/2025 Betterment LLC4,652,799$121.30M0.3%+189.8%3.222%
2/14/2025 Berger Financial Group Inc82,554$2.15M0.1%+200.5%0.057%
2/14/2025 Capital Analysts LLC13,446$351K0.0%+282.6%0.009%
2/14/2025 Kovitz Investment Group Partners LLC10,542$275K0.0%+37.6%0.007%
2/14/2025 Stonebridge Capital Advisors LLC56,012$1.46M0.1%+159.3%0.039%
2/14/2025 Integrated Wealth Concepts LLC242,096$6.31M0.1%+242.0%0.168%
2/14/2025 MGO One Seven LLC46,881$1.22M0.0%+235.5%0.032%
2/14/2025 IHT Wealth Management LLC88,288$2.30M0.1%+58.6%0.061%
2/14/2025 Stifel Financial Corp73,903$1.93M0.0%+894.1%0.051%
2/14/2025 OneDigital Investment Advisors LLC1,518,690$39.59M0.5%+177.2%1.052%
2/14/2025 Tradition Wealth Management LLC923,003$24.06M2.1%+201.0%0.639%
2/14/2025 Transce3nd LLC30,939$807K0.3%N/A0.021%
2/14/2025 MML Investors Services LLC675,339$17.61M0.1%+219.4%0.468%
2/14/2025 NWK Group Inc.1,416$37K0.0%+200.0%0.001%
2/14/2025 Beck Mack & Oliver LLC9,134$238K0.0%+125.8%0.006%
2/14/2025 Curi RMB Capital LLC9,355$244K0.0%+194.1%0.006%
2/14/2025 Balanced Rock Investment Advisors LLC8,273$216K0.2%+199.1%0.006%
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2/14/2025 Concourse Financial Group Securities Inc.6,402$173K0.0%+200.0%0.004%
2/13/2025 Strategic Investment Solutions Inc. IL7,169$187K0.1%+184.4%0.005%
2/13/2025 Greenwood Gearhart Inc.20,453$533K0.0%+183.9%0.014%
2/13/2025 Zacks Investment Management82,613$2.15M0.0%+443.0%0.057%
2/13/2025 NewEdge Advisors LLC84,191$2.20M0.0%+222.6%0.058%
2/13/2025 Resurgent Financial Advisors LLC16,391$427K0.3%+198.1%0.011%
2/13/2025 Main Street Financial Solutions LLC141,005$3.68M0.4%+205.2%0.098%
2/13/2025 Ally Invest Advisors Inc.741,043$19.32M1.7%+230.1%0.513%
2/13/2025 Regal Investment Advisors LLC68,441$1.78M0.1%+101.3%0.047%
2/13/2025 United Capital Financial Advisors LLC1,899,117$49.51M0.4%+195.6%1.315%
(Data available from 1/1/2016 forward)

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SCHV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHV shares?

During the previous two years, 878 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. ($1.44B), Sei Investments Co. ($1.01B), Mather Group LLC. ($833.24M), Envestnet Asset Management Inc. ($415.21M), Osaic Holdings Inc. ($347.69M), Avantax Planning Partners Inc. ($258.82M), and Mariner LLC ($207.28M).Learn more on SCHV's institutional investors.

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

Of the 824 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: Financial Engines Advisors L.L.C. ($35.95M), Sei Investments Co. ($30.65M), Mather Group LLC. ($23.81M), Envestnet Asset Management Inc. ($12.41M), Avantax Planning Partners Inc. ($6.66M), Mariner LLC ($5.37M), and Wealth Enhancement Advisory Services LLC ($5.27M).

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

Institutional investors have bought a total of 228,011,608 shares in the last 24 months. This purchase volume represents approximately $5.87B in transactions.

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

Of the 437 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), Mather Group LLC. ($425.02K), LPL Financial LLC ($404.56K), and FAS Wealth Partners Inc. ($383.25K).

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

Institutional investors have sold a total of 16,051,232 shares in the last 24 months. This volume of shares sold represents approximately $382.17M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 3/28/2025 by MarketBeat.com Staff
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