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

Schwab U.S. Large-Cap Value ETF logo
$26.19 +0.39 (+1.51%)
Closing price 05/2/2025 04:10 PM Eastern
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$26.15 -0.04 (-0.15%)
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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)
743
Total
Institutional Inflows
(last 12 months)
$5.62B
Number of
Institutional Sellers
(last 12 months)
263
Total
Institutional Outflows
(last 12 months)
$155.38M
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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
5/2/2025 Independent Wealth Network Inc.19,131$509K0.2%+41.5%0.004%
5/2/2025 Financial Advisors LLC2,700,626$71.78M14.2%-0.9%0.599%
5/2/2025 Dravo Bay LLC1,158,876$30.80M16.3%-7.6%0.257%
5/2/2025 Allen Capital Group LLC87,883$2.34M0.3%+1.1%0.019%
5/2/2025 DDD Partners LLC129,417$3.44M0.4%+2.5%0.029%
5/2/2025 Bryn Mawr Capital Management LLC14,533$386K0.0%-7.3%0.003%
5/2/2025 Larson Financial Group LLC40,199$1.07M0.1%+4.9%0.009%
5/2/2025 Grey Fox Wealth Advisors LLC141,280$3.76M1.0%+17.3%0.031%
5/2/2025 Dakota Wealth Management179,402$4.77M0.1%+7.2%0.040%
5/2/2025 Apollon Wealth Management LLC58,512$1.56M0.0%-5.1%0.013%
5/2/2025 Bogart Wealth LLC451,534$12.00M0.6%+0.2%0.100%
5/2/2025 Signaturefd LLC55,288$1.47M0.0%-8.2%0.012%
5/1/2025 Florida Financial Advisors LLC214,539$5.70M2.2%-15.4%0.048%
5/1/2025 Bleakley Financial Group LLC73,748$1.96M0.1%-2.7%0.016%
5/1/2025 MTM Investment Management LLC2,085$55K0.0%N/A0.000%
5/1/2025 Whitener Capital Management Inc.44,301$1.18M0.3%+3.0%0.010%
5/1/2025 Asset Dedication LLC73,237$1.95M0.2%-14.5%0.016%
5/1/2025 CWM LLC120,327$3.20M0.0%-3.6%0.027%
5/1/2025 Rainey & Randall Wealth Advisors Inc.2,913,987$77.45M15.2%+1.3%0.646%
5/1/2025 Curtis Advisory Group LLC203,714$5.42M1.6%-10.3%0.045%
5/1/2025 Kathmere Capital Management LLC29,099$773K0.1%+6.5%0.006%
5/1/2025 Acorn Wealth Advisors LLC10,791$287K0.1%-9.0%0.002%
5/1/2025 SkyOak Wealth LLC21,798$579K0.1%-7.3%0.005%
5/1/2025 Grant GrossMendelsohn LLC122,650$3.15M1.7%-1.0%0.027%
5/1/2025 Riversedge Advisors LLC78,537$2.09M0.5%-39.9%0.017%
5/1/2025 Marshall Financial Group Inc. ADV1,051,045$27.94M8.8%+4.8%0.233%
5/1/2025 Fonville Wealth Management LLC20,690$532K0.2%-9.1%0.005%
4/30/2025 Joseph Group Capital Management111,708$2.97M1.1%+20.8%0.025%
4/30/2025 Cerity Partners LLC715,514$19.02M0.0%-0.1%0.159%
4/30/2025 Financial Synergies Wealth Advisors Inc.10,659$283K0.0%N/A0.002%
4/30/2025 Allworth Financial LP414,932$10.63M0.1%+156.2%0.092%
4/30/2025 Capital Insight Partners LLC25,066$666K0.1%-3.8%0.006%
4/30/2025 Investments & Financial Planning LLC12,995$345K0.2%+27.7%0.003%
4/30/2025 Leavell Investment Management Inc.131,032$3.48M0.2%-2.1%0.029%
4/30/2025 Bridges Investment Management Inc.16,035$426K0.0%+2.8%0.004%
4/30/2025 Westbourne Investment Advisors Inc.145,467$3.87M1.4%+8.3%0.032%
4/30/2025 Greenleaf Trust28,650$762K0.0%-5.3%0.006%
4/30/2025 Stratos Wealth Partners LTD.117,499$3.12M0.0%+7.3%0.026%
4/30/2025 Stratos Wealth Advisors LLC86,323$2.29M0.1%-29.7%0.019%
4/30/2025 Black Diamond Financial LLC1,223,119$32.51M4.9%+6.3%0.271%
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4/30/2025 Brown Advisory Inc.10,165$270K0.0%N/A0.002%
4/30/2025 Alpha Cubed Investments LLC20,607$548K0.0%+2.6%0.005%
4/29/2025 U.S. Capital Wealth Advisors LLC13,825$367K0.0%+3.0%0.003%
4/29/2025 Financial Counselors Inc.1,619,109$43.04M0.7%-10.4%0.359%
4/29/2025 YANKCOM Partnership404,128$10.74M5.9%-2.9%0.090%
4/29/2025 Capital Advisors Inc. OK12,069$321K0.0%N/A0.003%
4/29/2025 Envestnet Asset Management Inc.16,489,014$438.28M0.1%+3.5%3.654%
4/29/2025 Ifrah Financial Services Inc.216,664$5.76M1.7%-1.8%0.048%
4/29/2025 Pure Portfolios Holdings LLC174,702$4.64M1.7%+20.5%0.039%
4/29/2025 Capital Planning LLC338,256$8.99M2.5%+2.0%0.075%
4/29/2025 Concurrent Investment Advisors LLC67,510$1.79M0.0%-3.4%0.015%
4/29/2025 Bank of New York Mellon Corp51,458$1.37M0.0%-81.9%0.011%
4/29/2025 Brickley Wealth Management12,759$339K0.1%+15.2%0.003%
4/29/2025 World Investment Advisors1,102,992$29.32M0.8%+1,943.4%0.244%
4/29/2025 Wayfinding Financial LLC6,162$163K0.1%N/A0.001%
4/29/2025 Capital Investment Advisory Services LLC35,025$931K0.1%+205.6%0.008%
4/29/2025 Strategic Blueprint LLC16,854$448K0.0%+11.2%0.004%
4/29/2025 Brookstone Capital Management223,030$5.93M0.1%+57.0%0.049%
4/29/2025 Harel Insurance Investments & Financial Services Ltd.6,000$159K0.0%N/A0.001%
4/29/2025 OneDigital Investment Advisors LLC1,241,309$32.99M0.4%-18.3%0.275%
4/29/2025 Avantax Planning Partners Inc.10,027,280$266.53M9.4%+1.0%2.222%
4/29/2025 Silver Oak Securities Incorporated48,063$1.27M0.1%+3.7%0.011%
4/29/2025 Courage Miller Partners LLC268,274$7.13M2.4%+2.8%0.059%
4/29/2025 Conning Inc.253,673$6.74M0.2%+17.6%0.056%
4/28/2025 Mutual Advisors LLC594,324$15.19M0.4%+0.8%0.132%
4/28/2025 Meritage Portfolio Management31,236$830K0.1%-18.9%0.007%
4/28/2025 Global Strategic Investment Solutions LLC525,273$13.96M1.6%-0.9%0.116%
4/28/2025 Private Trust Co. NA2,788$74K0.0%+30,877.8%0.001%
4/28/2025 Arbor Trust Wealth Advisors LLC124,232$3.30M1.5%-2.0%0.028%
4/28/2025 Vermillion Wealth Management Inc.2,093$56K0.0%-25.4%0.000%
4/28/2025 Von Berge Wealth Management Group LLC153,273$3.93M2.5%+2.1%0.034%
4/28/2025 RKL Wealth Management LLC169,813$4.51M0.4%-10.2%0.038%
4/25/2025 JNBA Financial Advisors2,067$55K0.0%-16.6%0.000%
4/25/2025 Mather Group LLC.32,984,784$876.74M10.1%+3.2%7.310%
4/25/2025 Lodestar Private Asset Management LLC24,687$656K0.1%-6.8%0.005%
4/25/2025 Smith Salley Wealth Management16,319$434K0.0%-3.6%0.004%
4/25/2025 K2 Financial Inc.43,071$1.06M1.0%-1.6%0.010%
4/25/2025 G&S Capital LLC7,822$208K0.1%N/A0.002%
4/25/2025 Essex LLC7,711$205K0.0%-6.8%0.002%
4/25/2025 Altus Wealth Group LLC135,572$3.60M1.7%+3.2%0.030%
4/25/2025 Perissos Private Wealth Management LLC7,577$201K0.2%N/A0.002%
4/25/2025 Valley National Advisers Inc.3,864$102K0.0%+84.9%0.001%
4/25/2025 Ameritas Advisory Services LLC18,163$480K0.0%-4.1%0.004%
4/25/2025 Waterfront Wealth Inc.10,182$271K0.1%-8.2%0.002%
4/25/2025 Citizens National Bank Trust Department2,965$79K0.0%-17.6%0.001%
4/25/2025 Emerald Advisors LLC67,358$1.79M0.2%-0.8%0.015%
4/25/2025 Joel Isaacson & Co. LLC7,658$204K0.0%N/A0.002%
4/25/2025 Guardian Asset Advisors LLC10,731$279K0.2%-29.3%0.002%
4/25/2025 Capital Advisors Wealth Management LLC149,714$3.98M0.7%+5.7%0.033%
4/24/2025 Sunbelt Securities Inc.177,010$4.71M0.4%-1.8%0.039%
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4/24/2025 Tsfg LLC2,088$55K0.0%N/A0.000%
4/24/2025 Kessler Investment Group LLC1,086$29K0.0%N/A0.000%
4/24/2025 ZynergyRetirementPlanningLLC123,450$3.22M2.3%+176.1%0.027%
4/24/2025 Santori & Peters Inc.32,459$863K0.3%-13.6%0.007%
4/24/2025 Hidden Cove Wealth Management LLC34,325$912K0.7%-2.8%0.008%
4/24/2025 Nadler Financial Group Inc.187,645$4.99M0.6%+2.4%0.042%
4/23/2025 KPP Advisory Services LLC120,527$3.20M0.6%+7.7%0.027%
4/23/2025 LifeSteps Financial Inc.14,351$381K0.3%-3.6%0.003%
4/23/2025 Creative Financial Designs Inc. ADV15,469$411K0.0%-12.3%0.003%
4/23/2025 Sequoia Financial Advisors LLC230,264$6.12M0.0%+6.0%0.051%
(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, 890 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. ($876.74M), Envestnet Asset Management Inc. ($438.28M), Osaic Holdings Inc. ($347.69M), Avantax Planning Partners Inc. ($266.53M), 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 836 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. ($24.83M), Envestnet Asset Management Inc. ($12.98M), Avantax Planning Partners Inc. ($6.76M), 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 233,710,083 shares in the last 24 months. This purchase volume represents approximately $6.03B in transactions.

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

Of the 461 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 ($4.63M), Osaic Holdings Inc. ($1.23M), Financial Management Professionals Inc. ($475.87K), Mather Group LLC. ($425.02K), LPL Financial LLC ($404.56K), FAS Wealth Partners Inc. ($383.25K), and US Bancorp DE ($343.95K).

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

Institutional investors have sold a total of 16,396,286 shares in the last 24 months. This volume of shares sold represents approximately $401.63M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 5/4/2025 by MarketBeat.com Staff
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