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

Schwab U.S. Large-Cap Value ETF logo
$28.20 +0.27 (+0.95%)
As of 01:57 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)
808
Total
Institutional Inflows
(last 12 months)
$5.88B
Number of
Institutional Sellers
(last 12 months)
307
Total
Institutional Outflows
(last 12 months)
$377.11M
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SCHV Institutional Buying and Selling by Quarter

Schwab U.S. Large-Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025Bradyco Inc.7,539$209K0.2%N/A0.002%
8/12/2025NFP Retirement Inc.44,947$1.24M0.1%+1.3%0.010%
8/11/2025VSM Wealth Advisory LLC22,822$667K0.2%+436.5%0.005%
8/11/2025Brown Wealth Management LLC151,567$4.19M1.3%+62.0%0.033%
8/11/2025Aspen Investment Management Inc9,380$260K0.1%-4.5%0.002%
8/11/2025Traub Capital Management LLC3,545$98K0.1%N/A0.001%
8/11/2025HHM Wealth Advisors LLC12,440$344K0.0%-3.6%0.003%
8/11/2025Wealthspire Advisors LLC45,425$1.26M0.0%+1.8%0.010%
8/11/2025Diversified Portfolios Inc.378,478$10.47M1.0%+17.5%0.083%
8/11/2025United Advisor Group LLC43,732$1.21M0.2%+216.5%0.010%
8/11/2025Pinnacle Wealth Planning Services Inc.8,025$222K0.0%N/A0.002%
8/11/2025Landaas & Co. WI ADV7,600$210K0.1%N/A0.002%
8/8/2025 Tortoise Investment Management LLC78,280$2.17M0.2%+11.0%0.017%
8/8/2025 Firestone Capital Management7,276$201K0.0%N/A0.002%
8/8/2025 Rockefeller Capital Management L.P.49,666$1.37M0.0%-1.3%0.011%
8/8/2025 Kingsview Wealth Management LLC16,355$453K0.0%N/A0.004%
8/8/2025 Avantax Advisory Services Inc.1,815,693$50.24M0.3%+3.2%0.397%
8/8/2025 ProVise Management Group LLC225,980$6.25M0.5%-1.6%0.049%
8/8/2025 Sculati Wealth Management LLC23,656$655K0.2%-17.8%0.005%
8/8/2025 Cetera Investment Advisers1,227,430$33.96M0.1%+3.9%0.268%
8/8/2025 Creative Planning772,113$21.36M0.0%+1.5%0.169%
8/8/2025 WealthShield Partners LLC348,502$9.64M1.2%-1.5%0.076%
8/8/2025 Meridian Wealth Management LLC163,980$4.54M0.2%-2.9%0.036%
8/8/2025 Foundations Investment Advisors LLC18,327$507K0.0%+21.4%0.004%
8/8/2025 Glassman Wealth Services208,348$5.77M0.9%-1.2%0.046%
8/8/2025 Good Life Advisors LLC7,988$221K0.0%-39.9%0.002%
8/8/2025 PNC Financial Services Group Inc.20,615$570K0.0%+2.9%0.005%
8/8/2025 Apex Wealth Management LLC147,405$4.08M3.3%N/A0.032%
8/8/2025 Brickley Wealth Management14,112$390K0.1%+10.6%0.003%
8/8/2025 Westbourne Investment Advisors Inc.148,383$4.11M1.2%+2.0%0.032%
8/7/2025 Fagan Associates Inc.87,088$2.41M0.4%-1.6%0.019%
8/7/2025 Vise Technologies Inc.114,592$3.17M0.1%N/A0.025%
8/7/2025 Cahill Financial Advisors Inc.184,072$5.09M0.6%+7.6%0.040%
8/7/2025 Alpha Cubed Investments LLC24,250$671K0.0%+17.7%0.005%
8/7/2025 Allworth Financial LP436,697$12.08M0.1%+5.2%0.095%
8/7/2025 Fountainhead AM LLC14,910$413K0.1%N/A0.003%
8/7/2025 Joseph Group Capital Management120,449$3.33M1.1%+7.8%0.026%
8/7/2025 Fonville Wealth Management LLC20,255$560K0.1%-2.1%0.004%
8/7/2025 Arbor Trust Wealth Advisors LLC105,142$2.91M1.4%-15.4%0.023%
8/7/2025 Summit Asset Management LLC1,067,441$29.54M4.8%+2.0%0.233%
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8/7/2025 Midwest Trust Co945,455$26.16M0.4%N/A0.207%
8/7/2025 GS Investments Inc.7,504$208K0.1%-13.9%0.002%
8/7/2025 WESCAP Management Group Inc.23,151$641K0.1%+16.0%0.005%
8/7/2025 Retirement Investment Advisors Inc.144,749$4.01M0.4%+0.4%0.032%
8/6/2025 ZEGA Investments LLC107,734$2.98M0.4%+72.1%0.024%
8/6/2025 RWA Wealth Partners LLC417,376$11.55M0.1%+48.3%0.091%
8/6/2025 AE Wealth Management LLC83,495$2.31M0.0%+111.2%0.018%
8/6/2025 Summit Wealth & Retirement Planning Inc.1,646,926$45.57M12.2%+0.5%0.360%
8/6/2025 Quadrant Private Wealth Management LLC33,744$934K0.2%+3.8%0.007%
8/6/2025 KCM Investment Advisors LLC8,602$238K0.0%N/A0.002%
8/6/2025 Grey Fox Wealth Advisors LLC182,830$5.06M1.2%+29.4%0.040%
8/6/2025 Bryn Mawr Trust Advisors LLC14,083$390K0.0%-3.1%0.003%
8/6/2025 ETF Store Inc.44,612$1.23M1.4%+1.5%0.010%
8/6/2025 Broadview Financial Management LLC93,925$2.60M1.8%+0.5%0.021%
8/6/2025 Savant Capital LLC3,224,276$89.22M0.6%-2.4%0.705%
8/6/2025 Texas Yale Capital Corp.17,503$484K0.0%-57.8%0.004%
8/6/2025 Modera Wealth Management LLC120,742$3.34M0.0%+0.3%0.026%
8/6/2025 Soltis Investment Advisors LLC15,637$433K0.0%+3.1%0.003%
8/6/2025 SouthState Corp35,821$991K0.0%-2.1%0.008%
8/6/2025 Ethos Financial Group LLC669,217$18.52M1.6%+14.1%0.146%
8/6/2025 Columbia River Financial Group LLC15,778$439K0.3%-25.6%0.003%
8/5/2025 Atlas Wealth Partners LLC26,475$733K0.8%+4.9%0.006%
8/5/2025 Cassaday & Co Wealth Management LLC40,834$1.13M0.0%-14.2%0.009%
8/5/2025 Obermeyer Wealth Partners19,344$535K0.0%N/A0.004%
8/5/2025 BCGM Wealth Management LLC45,908$1.27M0.4%+0.9%0.010%
8/5/2025 Golden Bell Financial Planning LLC160,958$4.45M4.2%-5.1%0.035%
8/5/2025 Bank of Montreal Can25,973$719K0.0%-2.4%0.006%
8/5/2025 Mission Wealth Management LP108,600$3.01M0.1%+1,045.9%0.024%
8/5/2025 Harel Insurance Investments & Financial Services Ltd.13,000$360K0.0%+116.7%0.003%
8/5/2025 GHP Investment Advisors Inc.985,530$27.27M1.2%+1.2%0.215%
8/5/2025 Beam Wealth Advisors Inc.20,462$566K0.2%N/A0.004%
8/5/2025 Dravo Bay LLC1,163,659$32.80M15.9%+0.4%0.254%
8/4/2025 Saxony Capital Management LLC81,876$2.27M1.7%-33.9%0.018%
8/4/2025 Leeward Financial Partners LLC172,541$4.77M1.5%+1.4%0.038%
8/4/2025 Clear Investment Research LLC20,409$565K0.7%-1.8%0.004%
8/4/2025 IFG Advisory LLC8,827$244K0.0%N/A0.002%
8/4/2025 Atria Investments Inc11,746$325K0.0%-13.2%0.003%
8/4/2025 Savvy Advisors Inc.238,046$6.59M0.4%N/A0.052%
8/4/2025 Assetmark Inc.55,223$1.53M0.0%-27.0%0.012%
8/4/2025 HBK Sorce Advisory LLC313,740$8.68M0.2%+6.7%0.069%
8/4/2025 Spire Wealth Management1,830$51K0.0%-89.4%0.000%
8/4/2025 Arkadios Wealth Advisors79,231$2.19M0.1%+3.2%0.017%
8/4/2025 World Investment Advisors137,255$3.80M0.1%-87.6%0.030%
8/4/2025 WNY Asset Management LLC24,759$685K0.1%+26.9%0.005%
8/1/2025 Oarsman Capital Inc.15,756$436K0.1%-2.3%0.003%
8/1/2025 FSA Advisors Inc.11,481$318K0.3%-3.9%0.003%
8/1/2025 Zhang Financial LLC17,766$492K0.0%+6.3%0.004%
8/1/2025 Advisory Alpha LLC7,387$204K0.0%N/A0.002%
8/1/2025 Y Intercept Hong Kong Ltd68,461$1.89M0.0%N/A0.015%
8/1/2025 Penobscot Wealth Management8,144$225K0.1%N/A0.002%
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8/1/2025 Financial Counselors Inc.749,981$20.75M29.4%-53.7%0.164%
8/1/2025 American Financial & Tax Strategies Inc.139,983$3.87M2.0%-2.6%0.031%
8/1/2025 Envestnet Asset Management Inc.16,167,900$447.37M0.1%-1.9%3.533%
7/31/2025 New Hampshire Trust52,860$1.46M0.3%+1.2%0.012%
7/31/2025 Schoolcraft Capital LLC14,024$388K0.1%-4.2%0.003%
7/31/2025 Schneider Downs Wealth Management Advisors LP295,971$8.19M1.2%+54.8%0.065%
7/31/2025 Brighton Jones LLC24,194$669K0.0%+24.6%0.005%
7/31/2025 Dodds Wealth LLC1,110,461$30.73M8.2%+0.4%0.243%
7/31/2025 Leavell Investment Management Inc.129,833$3.59M0.2%-0.9%0.028%
7/31/2025 Brian Low Financial Group LLC8,530$236K0.2%N/A0.002%
(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, 917 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. ($1.01B), Mather Group LLC. ($912.89M), Envestnet Asset Management Inc. ($447.37M), Osaic Holdings Inc. ($347.69M), 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 878 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. ($29.90M), 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 224,637,059 shares in the last 24 months. This purchase volume represents approximately $5.88B in transactions.

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

Of the 306 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 Wealthcare Advisory Partners LLC ($506.93K).

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

Institutional investors have sold a total of 13,955,654 shares in the last 24 months. This volume of shares sold represents approximately $377.11M in transactions.



This page (NYSEARCA:SCHV) was last updated on 8/12/2025 by MarketBeat.com Staff
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