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

Schwab U.S. Large-Cap Value ETF logo
$29.17 +0.03 (+0.10%)
Closing price 10/8/2025 04:10 PM Eastern
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$29.17 0.00 (0.00%)
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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)
826
Total
Institutional Inflows
(last 12 months)
$6.00B
Number of
Institutional Sellers
(last 12 months)
328
Total
Institutional Outflows
(last 12 months)
$402.47M
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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
10/8/2025First County Bank CT 39,871$1.16M0.6%+3.7%0.008%
10/8/2025Patriot Financial Group Insurance Agency LLC27,928$813K0.1%+9.0%0.006%
10/8/2025ZynergyRetirementPlanningLLC102,028$2.97M1.9%-1.4%0.022%
10/8/2025Fiduciary Alliance LLC335,189$9.76M0.7%+0.1%0.071%
10/8/2025Wedmont Private Capital16,896$492K0.0%-6.1%0.004%
10/8/2025Ignite Planners LLC7,090$206K0.0%N/A0.002%
10/7/2025 Cooper Financial Group1,960,789$57.08M6.3%+4.6%0.417%
10/7/2025 EWG Elevate Inc.352,010$10.25M3.2%+0.3%0.075%
10/7/2025 Salem Investment Counselors Inc.6,765$197K0.0%-16.7%0.001%
10/7/2025 Friday Financial276,317$8.04M3.4%+20.7%0.059%
10/6/2025 JBGlobal.com LLC588,401$17.13M17.4%-6.8%0.125%
10/6/2025 Collective Family Office LLC8,163$238K0.1%+4.5%0.002%
10/6/2025 LWM Advisors Inc.11,501$335K0.3%-4.3%0.002%
10/6/2025 Cambridge Financial Group LLC87,809$2.56M0.8%-0.8%0.019%
10/3/2025 Horizons Wealth Management1,322$38K0.0%-25.6%0.000%
10/2/2025 Global Wealth Strategies & Associates17,689$515K0.1%N/A0.004%
9/26/2025Corient Private Wealth LLC74,606$2.06M0.0%-1.8%0.016%
9/22/2025Caldwell Trust Co2,235$62K0.0%N/A0.000%
9/9/2025 Cambridge Financial Group LLC88,555$2.45M0.9%+1.3%0.019%
9/9/2025NWF Advisory Services Inc.33,640$931K0.1%+5.2%0.007%
9/4/2025ZynergyRetirementPlanningLLC103,492$2.86M1.9%-16.2%0.023%
9/4/2025Osaic Holdings Inc.11,980,931$331.52M0.6%+3.7%2.616%
9/3/2025American Trust52,858$1.46M0.1%N/A0.012%
8/29/2025Total Investment Management Inc.1,485$41K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.11,543$319K0.0%+9.7%0.003%
8/28/2025Stark Wealth Management LLC32,313$884K1.2%N/A0.007%
8/27/2025Orion Porfolio Solutions LLC225,504$6.24M0.1%-1.5%0.049%
8/27/2025Seneca Financial Advisors LLC652,489$18.05M7.0%-5.0%0.142%
8/26/2025Thrivent Financial for Lutherans560,034$15.50M0.0%-19.2%0.122%
8/19/2025B. Riley Wealth Advisors Inc.42,565$1.18M0.1%N/A0.009%
8/19/2025Cape Investment Advisory Inc.602,557$16.67M6.1%+0.2%0.132%
8/19/2025Advisory Services Network LLC93,257$2.60M0.0%+2.7%0.020%
8/18/2025Tactive Advisors LLC34,603$957K0.3%N/A0.008%
8/18/2025Geneos Wealth Management Inc.573,156$15.86M0.4%-2.0%0.125%
8/18/2025Front Row Advisors LLC10,392$288K0.1%-7.2%0.002%
8/16/2025Evergreen Capital Management LLC67,383$1.86M0.1%N/A0.015%
8/15/2025Tower Research Capital LLC TRC 23,482$650K0.0%N/A0.005%
8/15/2025Synergy Financial Group LTD7,416$205K0.2%N/A0.002%
8/15/2025Corient Private Wealth LLC196,294$5.43M0.0%+158.4%0.043%
8/15/2025Florida Financial Advisors LLC206,431$5.71M1.9%-3.8%0.045%
8/15/2025Stonebridge Capital Advisors LLC35,445$981K0.1%-11.1%0.008%
8/15/2025Captrust Financial Advisors656,713$18.17M0.0%+1.0%0.143%
8/15/2025Keel Point LLC54,851$1.52M0.1%+2.2%0.012%
8/15/2025Visionary Wealth Advisors226,836$6.28M0.3%+10.5%0.050%
8/15/2025Scott Marsh Financial LLC31,732$878K0.3%N/A0.007%
8/15/2025Seneschal Advisors LLC19,164$530K0.4%-3.4%0.004%
8/15/2025Smartleaf Asset Management LLC22,372$616K0.1%-5.2%0.005%
8/15/2025Orion Porfolio Solutions LLC225,504$6.24M0.0%-1.5%0.049%
8/15/2025Paces Ferry Wealth Advisors LLC217,272$6.01M2.8%+0.2%0.047%
8/15/2025MML Investors Services LLC832,273$23.03M0.1%+4.5%0.182%
8/15/2025Monograph Wealth Advisors LLC54,608$1.51M0.2%+1.5%0.012%
8/15/2025IHT Wealth Management LLC83,720$2.32M0.1%-3.7%0.018%
8/15/2025EP Wealth Advisors LLC248,503$6.88M0.0%+75.1%0.054%
8/15/2025Benjamin Edwards Inc.36,023$997K0.0%+43.5%0.008%
8/15/2025BNP Paribas Financial Markets95,850$2.65M0.0%-85.3%0.021%
8/15/2025Bishop & Co Investment Management LLC343,274$9.50M3.4%+6.0%0.075%
8/15/2025Bank of America Corp DE1,827,149$50.56M0.0%+5.6%0.399%
8/15/2025Acas LLC79,468$2.26M1.5%-1.2%0.017%
8/15/2025Ameriprise Financial Inc.1,449,963$40.12M0.0%-11.9%0.317%
8/14/2025Vista Capital Partners Inc.15,292$423K0.0%+39.2%0.003%
8/14/2025Ausdal Financial Partners Inc.18,384$509K0.0%-46.4%0.004%
8/14/2025Financial Advisors Network Inc.915,554$25.33M3.8%+5.3%0.200%
8/14/2025Raymond James Financial Inc.572,290$15.84M0.0%+2.2%0.125%
8/14/2025Betterment LLC4,362,278$120.70M0.3%-2.3%0.953%
8/14/2025Quantinno Capital Management LP18,574$514K0.0%-34.6%0.004%
8/14/2025Ieq Capital LLC67,062$1.86M0.0%-20.6%0.015%
8/14/2025Main Street Financial Solutions LLC171,749$4.75M0.3%+5.5%0.038%
8/14/2025FAS Wealth Partners Inc.1,138,942$31.52M2.3%+0.4%0.249%
8/14/2025Sei Investments Co.43,062,193$1.19B1.4%+6.0%9.404%
8/14/2025NewEdge Advisors LLC98,409$2.72M0.0%+6.4%0.021%
8/14/2025Qube Research & Technologies Ltd12,542$347K0.0%+2,712.1%0.003%
8/14/2025Certuity LLC25,482$705K0.1%N/A0.006%
8/14/2025Financial Strategies Group Inc.75,466$2.11M0.4%+0.7%0.016%
8/14/2025Acorn Wealth Advisors LLC9,030$250K0.1%-16.3%0.002%
8/14/2025Denver PWM LLC661,712$18.31M5.7%+3.5%0.145%
8/14/2025L2 Asset Management LLC17,160$475K0.1%N/A0.004%
8/14/2025Ally Invest Advisors Inc.842,086$23.30M1.8%+4.0%0.184%
8/14/2025Cary Street Partners Financial LLC79,891$2.21M0.1%-16.7%0.017%
8/14/2025Cerity Partners LLC995,771$27.55M0.0%+39.2%0.217%
8/13/2025Bradyco Inc.7,539$209K0.2%N/A0.002%
8/13/2025Per Stirling Capital Management LLC.245,363$6.79M0.9%+4.5%0.054%
8/13/2025Quantum Portfolio Management LLC105,573$2.92M1.4%+8.4%0.023%
8/13/2025StoneX Group Inc.68,525$1.90M0.1%+7.5%0.015%
8/13/2025Flow Traders U.S. LLC40,151$1.11M0.0%N/A0.009%
8/13/2025SageView Advisory Group LLC15,745$445K0.0%-2.6%0.003%
8/13/2025Cresset Asset Management LLC244,053$6.75M0.0%-1.7%0.053%
8/13/2025Capital Advisors Wealth Management LLC173,720$4.81M0.8%+16.0%0.038%
8/13/2025Brown Advisory Inc.12,952$358K0.0%+27.4%0.003%
8/13/2025SCS Capital Management LLC65,165$1.80M0.0%-43.7%0.014%
8/13/2025Milestone Investment Advisors LLC21,785$603K0.2%-32.1%0.005%
8/13/2025Baird Financial Group Inc.174,487$4.83M0.0%+40.9%0.038%
8/13/2025Knuff & Co LLC40,638$1.12M0.4%-2.4%0.009%
8/13/2025CW Advisors LLC352,275$9.75M0.1%-14.9%0.077%
8/13/2025Beacon Pointe Advisors LLC1,062,422$29.40M0.3%+8.8%0.232%
8/13/2025Bernardo Wealth Planning LLC28,207$781K0.2%+13.9%0.006%
8/13/2025Lido Advisors LLC92,012$2.55M0.0%-1.7%0.020%
8/13/2025Rinkey Investments175,707$4.86M1.5%+193.0%0.038%
8/13/2025Northwestern Mutual Wealth Management Co.704,545$19.50M0.0%+6.8%0.154%
8/13/2025Choreo LLC100,916$2.79M0.0%+759.8%0.022%
8/13/2025Russell Investments Group Ltd.4,413$122K0.0%-25.8%0.001%
(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, 932 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 895 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 229,117,927 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 326 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 14,849,457 shares in the last 24 months. This volume of shares sold represents approximately $402.47M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 10/9/2025 by MarketBeat.com Staff
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