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

Schwab U.S. Large-Cap Value ETF logo
$24.99 +0.28 (+1.13%)
Closing price 04/17/2025 04:10 PM Eastern
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$24.93 -0.06 (-0.24%)
As of 04/17/2025 05:44 PM Eastern
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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)
734
Total
Institutional Inflows
(last 12 months)
$5.52B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$133.28M
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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
4/18/2025Clayton Financial Group LLC36,537$971K0.4%-3.5%0.008%
4/17/2025Cornerstone Wealth Advisors Inc.577,134$15.34M4.3%-0.6%0.129%
4/17/2025Columbus Macro LLC249,972$6.64M0.9%-2.0%0.056%
4/17/2025Pflug Koory LLC1,758$47K0.0%-27.3%0.000%
4/17/2025Christensen King & Associates Investment Services Inc.285,908$7.67M3.6%+1.7%0.064%
4/17/2025Hanson & Doremus Investment Management2,175$58K0.0%+23.1%0.000%
4/17/2025Stewardship Advisors LLC58,570$1.56M0.4%+9.7%0.013%
4/17/2025Hengehold Capital Management LLC14,507$386K0.0%+22.8%0.003%
4/17/2025Brighton Jones LLC19,421$516K0.0%-31.8%0.004%
4/17/2025Ritholtz Wealth Management8,052$214K0.0%N/A0.002%
4/17/2025Affinity Capital Advisors LLC151,682$3.77M0.7%-0.9%0.034%
4/17/2025Dynamic Advisor Solutions LLC161,217$4.29M0.1%N/A0.036%
4/17/2025Cliftonlarsonallen Wealth Advisors LLC774,249$20.58M0.4%-13.4%0.173%
4/17/2025Missouri Trust & Investment Co4,470$119K0.0%-11.8%0.001%
4/16/2025 Hoey Investments Inc.33,167$882K0.2%-3.7%0.007%
4/16/2025 IAG Wealth Partners LLC9,000$239K0.0%-6.0%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC6,969,917$185.26M0.4%-8.4%1.561%
4/16/2025 Noble Family Wealth LLC671,320$17.84M4.9%-2.8%0.150%
4/16/2025 Steele Capital Management Inc.113,800$3.03M0.2%-1.6%0.025%
4/16/2025 Kelly Financial Group LLC90,384$2.40M0.4%-10.8%0.020%
4/16/2025 New Century Financial Group LLC10,237$272K0.3%+25.8%0.002%
4/16/2025 Krilogy Financial LLC2,244,147$59.65M3.9%+1.8%0.503%
4/16/2025 Everhart Financial Group Inc.153,795$4.09M0.6%+1.0%0.034%
4/16/2025 Martel Wealth Advisors Inc532,047$14.14M2.8%+1.5%0.119%
4/16/2025 Schoolcraft Capital LLC14,644$389K0.1%-3.2%0.003%
4/16/2025 Dodds Wealth LLC1,105,978$29.40M9.6%-13.5%0.248%
4/16/2025 May Barnhard Investments LLC351,389$9.34M4.7%+3.8%0.079%
4/16/2025 Spectrum Asset Management Inc. NB CA 594,440$15.80M7.0%+2.0%0.133%
4/15/2025 Total Wealth Planning LLC285,238$7.58M1.2%-2.5%0.064%
4/15/2025 Murphy Middleton Hinkle & Parker Inc.264,216$7.02M3.9%+3.9%0.059%
4/15/2025 Focus Financial Network Inc.1,019,898$27.11M1.1%-1.1%0.228%
4/15/2025 Columbia Advisory Partners LLC28,283$752K0.7%-3.5%0.006%
4/15/2025 CX Institutional1,909,279$50.75M1.9%+3.6%0.428%
4/15/2025 Integrated Advisors Network LLC481,342$12.79M0.6%+0.9%0.108%
4/15/2025 Wealthcare Advisory Partners LLC535,683$14.24M0.4%-1.1%0.120%
4/14/2025 Tounjian Advisory Partners LLC16,966$451K0.1%N/A0.004%
4/14/2025 Farther Finance Advisors LLC379,089$10.07M0.3%+881.7%0.085%
4/14/2025 Abacus Planning Group Inc.10,154$270K0.0%-5.6%0.002%
4/14/2025 Compass Planning Associates Inc94,603$2.52M2.5%+0.5%0.021%
4/14/2025 BCS Wealth Management74,070$1.97M0.5%+0.9%0.017%
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4/14/2025 Park Avenue Securities LLC22,422$596K0.0%+144.9%0.005%
4/14/2025 City Center Advisors LLC10,612$282K0.3%N/A0.002%
4/14/2025 Barden Capital Management Inc.118,808$3.16M2.8%+1.2%0.027%
4/14/2025 Miracle Mile Advisors LLC63,771$1.70M0.0%-2.1%0.014%
4/14/2025 Patriot Financial Group Insurance Agency LLC27,368$727K0.1%+2.2%0.006%
4/14/2025 Whitaker Myers Wealth Managers LTD.376,533$10.01M2.8%+5.6%0.084%
4/14/2025 Wedmont Private Capital18,988$471K0.0%+13.8%0.004%
4/14/2025 Sentinel Pension Advisors LLC9,979$265K0.0%+9.1%0.002%
4/14/2025 LexAurum Advisors LLC32,101$853K0.2%+56.9%0.007%
4/14/2025 Gemmer Asset Management LLC4,308,320$114.52M11.5%+2.9%0.965%
4/11/2025 Persium Advisors LLC749,859$19.93M18.9%+2.6%0.168%
4/11/2025 Joule Financial LLC39,406$1.05M0.4%+6.5%0.009%
4/11/2025 Princeton Global Asset Management LLC15,105$402K0.1%-7.0%0.003%
4/11/2025 Verum Partners LLC37,415$994K0.3%+27.0%0.008%
4/11/2025 Sovereign Financial Group Inc.19,581$520K0.1%-25.3%0.004%
4/11/2025 Burkett Financial Services LLC29,003$771K0.3%-6.7%0.006%
4/11/2025 SeaCrest Wealth Management LLC170,629$4.54M0.5%-1.9%0.038%
4/11/2025 Avity Investment Management Inc.41,390$1.10M0.1%+148.9%0.009%
4/11/2025 Safeguard Financial LLC304,620$8.10M1.8%+7.9%0.068%
4/11/2025 Harbor Group Inc.335,683$8.92M1.8%-0.4%0.075%
4/10/2025 Retirement Planning Group LLC70,237$1.87M0.1%-8.2%0.016%
4/10/2025 Chesley Taft & Associates LLC13,330$354K0.0%N/A0.003%
4/10/2025 Thrive Wealth Management LLC240,315$6.39M1.2%-8.9%0.054%
4/10/2025 GenWealth Group Inc.1,432,925$38.09M8.4%+2.0%0.321%
4/10/2025 Brand Asset Management Group Inc.207,187$5.51M2.3%-10.9%0.046%
4/10/2025 Granite Bay Wealth Management LLC7,599$202K0.1%N/A0.002%
4/10/2025 Teamwork Financial Advisors LLC680,271$18.08M2.4%N/A0.152%
4/10/2025 Cathy Pareto & Associates Inc.181,643$4.83M4.3%+0.2%0.041%
4/10/2025 Accel Wealth Management8,630$229K0.1%N/A0.002%
4/10/2025 Horizons Wealth Management2,356$63K0.0%N/A0.001%
4/10/2025 CGN Advisors LLC40,612$1.08M0.1%+3.4%0.009%
4/10/2025 JBGlobal.com LLC642,393$17.08M17.7%-5.6%0.144%
4/10/2025 EWG Elevate Inc.337,726$8.98M3.4%+1.8%0.076%
4/10/2025 Smith Anglin Financial LLC80,044$2.13M0.2%+4.8%0.018%
4/9/2025 RFG Advisory LLC33,873$900K0.0%N/A0.008%
4/9/2025 Merit Financial Group LLC371,485$9.87M0.1%+2,843.9%0.083%
4/9/2025 Bond & Devick Financial Network Inc.34,305$912K0.3%+200.0%0.008%
4/9/2025 Hardin Capital Partners LLC10,141$270K0.2%-13.2%0.002%
4/9/2025 Mirador Capital Partners LP12,987$345K0.1%-3.8%0.003%
4/8/2025 Veery Capital LLC1,041,330$27.68M10.8%+0.3%0.233%
4/8/2025 IVC Wealth Advisors LLC258,683$6.88M3.7%-8.9%0.058%
4/8/2025 Myecfo LLC68,800$1.83M1.0%+37.3%0.015%
4/8/2025 Weinberger Asset Management Inc312,324$8.30M3.5%-2.5%0.070%
4/8/2025 New Hampshire Trust52,237$1.39M0.3%-11.3%0.012%
4/8/2025 James J. Burns & Company LLC376,020$10.00M1.8%+1.0%0.084%
4/8/2025 Parallel Advisors LLC58,473$1.55M0.0%-3.9%0.013%
4/7/2025 First County Bank CT 31,723$843K0.5%N/A0.007%
4/7/2025 GAMMA Investing LLC231,770$6.16M0.0%+2,553.3%0.052%
4/7/2025 AdvisorNet Financial Inc39,730$1.06M0.1%-23.6%0.009%
4/2/2025 Marotta Asset Management5,544$147K0.0%-61.4%0.001%
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4/1/2025 MassMutual Private Wealth & Trust FSB28,609$760K0.0%-6.5%0.006%
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%
3/12/2025Centaurus Financial Inc.9,675$252K0.0%+248.5%0.002%
3/10/2025SpringVest Wealth Management LLC187,863$4.90M4.2%N/A0.042%
3/3/2025American Investment Services Inc.17,250$450K0.1%+199.5%0.004%
2/27/2025Carolinas Wealth Consulting LLC43,686$1.14M0.2%+185.7%0.010%
2/26/2025Sculati Wealth Management LLC34,008$887K0.3%+181.7%0.008%
2/25/2025B. Riley Wealth Advisors Inc.46,067$1.20M0.0%+160.9%0.010%
(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, 879 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 823 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 229,935,103 shares in the last 24 months. This purchase volume represents approximately $5.93B in transactions.

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

Of the 449 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 ($4.75M), 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 17,018,541 shares in the last 24 months. This volume of shares sold represents approximately $408.93M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 4/18/2025 by MarketBeat.com Staff
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