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

Schwab U.S. Large-Cap Value ETF logo
$26.46 -0.04 (-0.15%)
Closing price 05/23/2025 04:10 PM Eastern
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$26.45 -0.01 (-0.04%)
As of 05/23/2025 04:51 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)
766
Total
Institutional Inflows
(last 12 months)
$5.68B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$238.86M
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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
5/21/2025 Westbourne Investments Inc.31,918$848K0.5%-2.6%0.007%
5/21/2025 Geneos Wealth Management Inc.584,565$15.54M0.5%+356.2%0.128%
5/20/2025 Focus Partners Wealth382,061$10.16M0.0%+41.3%0.084%
5/20/2025 Aspen Investment Management Inc9,822$261K0.1%+7.8%0.002%
5/19/2025 Jane Street Group LLC25,331$673K0.0%-46.2%0.006%
5/19/2025 SageView Advisory Group LLC16,162$430K0.0%-4.2%0.004%
5/19/2025 Game Plan Financial Advisors LLC201,219$5.35M2.6%-27.4%0.044%
5/19/2025 SCS Capital Management LLC115,739$3.08M0.0%N/A0.025%
5/16/2025 Signature Estate & Investment Advisors LLC29,107$774K0.0%-9.0%0.006%
5/16/2025 Everstar Asset Management LLC9,654$253K0.0%N/A0.002%
5/16/2025 Goldman Sachs Group Inc.84,529$2.25M0.0%-89.5%0.019%
5/16/2025 Cape Investment Advisory Inc.601,199$15.98M6.4%-1.1%0.132%
5/16/2025 Jones Financial Companies Lllp258,752$6.88M0.0%+2,773.1%0.057%
5/16/2025 Financial Strategies Group Inc.74,974$1.88M0.4%+9.5%0.016%
5/16/2025 Pinnacle Family Advisors LLC145,323$3.86M2.1%+92.2%0.032%
5/16/2025 NewEdge Advisors LLC92,533$2.46M0.0%+9.9%0.020%
5/16/2025 Integrated Wealth Concepts LLC256,003$6.81M0.1%+5.7%0.056%
5/16/2025 Jentner Corp49,419$1.31M0.4%-1.8%0.011%
5/16/2025 AQR Capital Management LLC35,409$941K0.0%+179.6%0.008%
5/15/2025 EP Wealth Advisors LLC141,900$3.77M0.0%-4.7%0.031%
5/15/2025 GW Henssler & Associates Ltd.52,559$1.40M0.1%+187.1%0.012%
5/15/2025 Focus Partners Advisor Solutions LLC1,928,744$51.27M0.8%-2.4%0.424%
5/15/2025 Royal Bank of Canada541,074$14.38M0.0%+94.2%0.119%
5/15/2025 Betterment LLC4,464,267$118.66M0.3%-4.1%0.981%
5/15/2025 MAI Capital Management976,571$25.96M0.2%+1.1%0.215%
5/15/2025 Calton & Associates Inc.14,961$398K0.1%N/A0.003%
5/15/2025 Vista Cima Wealth Management LLC160,000$4.25M1.9%N/A0.035%
5/15/2025 Certior Financial Group LLC14,413$383K0.3%-24.4%0.003%
5/15/2025 Baird Financial Group Inc.123,805$3.29M0.0%-4.2%0.027%
5/15/2025 WPG Advisers LLC28,613$761K0.7%N/A0.006%
5/15/2025 Tortoise Investment Management LLC70,544$1.88M0.2%+5.4%0.015%
5/15/2025 Oarsman Capital Inc.16,120$428K0.1%+29.9%0.004%
5/14/2025 Wealth Preservation Advisors LLC16,886$449K0.3%N/A0.004%
5/14/2025 Paces Ferry Wealth Advisors LLC216,866$5.76M2.9%-0.9%0.048%
5/14/2025 Ieq Capital LLC84,452$2.25M0.0%+94.4%0.019%
5/14/2025 CreativeOne Wealth LLC134,882$3.59M0.1%+52.1%0.030%
5/14/2025 Per Stirling Capital Management LLC.234,878$6.24M0.9%+3.5%0.052%
5/14/2025 Comerica Bank24,750$658K0.0%-17.6%0.005%
5/14/2025 Ally Invest Advisors Inc.809,786$21.52M1.8%+9.3%0.178%
5/14/2025 Smartleaf Asset Management LLC23,589$621K0.1%+65.9%0.005%
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5/14/2025 Northwestern Mutual Wealth Management Co.659,803$17.54M0.0%-10.3%0.145%
5/14/2025 Haverford Trust Co40,755$1.08M0.0%-3.5%0.009%
5/14/2025 Kestra Advisory Services LLC531,139$14.12M0.1%-28.6%0.117%
5/14/2025 Broadview Financial Management LLC93,447$2.48M1.9%-1.0%0.021%
5/14/2025 Compound Planning Inc.1,494,078$39.71M1.8%+10.0%0.328%
5/14/2025 Ameriprise Financial Inc.1,645,478$43.73M0.0%+10.4%0.361%
5/14/2025 CW Advisors LLC414,078$11.01M0.1%+0.4%0.091%
5/14/2025 Summit Financial LLC42,089$1.12M0.0%-78.2%0.009%
5/14/2025 Joseph P. Lucia & Associates LLC16,148$429K0.2%-10.4%0.004%
5/14/2025 Capital Analysts LLC14,677$390K0.0%+9.2%0.003%
5/14/2025 Tradition Wealth Management LLC934,553$24.84M2.2%+1.3%0.205%
5/14/2025 ZEGA Investments LLC62,582$1.66M0.3%N/A0.014%
5/14/2025 Berkshire Asset Management LLC PA229,957$6.03M0.3%-17.2%0.051%
5/14/2025 Financial Advisors Network Inc.869,155$23.10M3.8%+3.5%0.191%
5/14/2025 RWA Wealth Partners LLC281,417$7.48M0.1%+0.7%0.062%
5/13/2025 Mill Creek Capital Advisors LLC40,336$1.07M0.0%+3.9%0.009%
5/13/2025 Seek First Inc.483,938$12.86M11.4%N/A0.106%
5/13/2025 LWM Advisors Inc.12,010$315K0.3%N/A0.003%
5/13/2025 Raymond James Financial Inc.559,861$14.88M0.0%+1.3%0.123%
5/13/2025 Cresset Asset Management LLC248,221$6.60M0.0%+1.5%0.055%
5/13/2025 Schneider Downs Wealth Management Advisors LP191,224$5.08M0.9%+0.5%0.042%
5/13/2025 Compass Advisory Group LLC105,601$2.81M1.0%-1.3%0.023%
5/13/2025 Long Island Wealth Management Inc.50,994$1.36M0.8%+5.7%0.011%
5/13/2025 Kovitz Investment Group Partners LLC24,170$642K0.0%+129.3%0.005%
5/13/2025 Evensky & Katz LLC3,185$85K0.0%-10.8%0.001%
5/13/2025 NFP Retirement Inc.44,359$1.18M0.1%-22.8%0.010%
5/13/2025 HRC Wealth Management LLC1,199,842$31.89M19.8%+1.0%0.264%
5/13/2025 WESCAP Management Group Inc.19,963$531K0.1%+5.0%0.004%
5/13/2025 Dagco Inc.1,041$28K0.0%N/A0.000%
5/13/2025 Russell Investments Group Ltd.5,951$158K0.0%+40.1%0.001%
5/13/2025 HighTower Advisors LLC2,228,321$59.23M0.1%+0.5%0.489%
5/12/2025 Keeler & Nadler Financial Planning & Wealth Management599,243$15.77M7.1%+7.8%0.132%
5/12/2025 Financial Engines Advisors L.L.C.53,252,688$1.42B3.0%-3.8%11.697%
5/12/2025 Meridian Wealth Management LLC168,844$4.49M0.2%+3.3%0.037%
5/12/2025 Independent Advisor Alliance12,751$339K0.0%-88.8%0.003%
5/12/2025 SouthState Corp36,574$972K0.0%+18,096.0%0.008%
5/12/2025 Northeast Financial Group Inc.207,192$5.51M1.9%+16.0%0.046%
5/12/2025 Cooper Financial Group1,569,301$41.71M5.5%+9.7%0.345%
5/12/2025 Athena Investment Management38,810$1.03M0.6%-2.0%0.009%
5/12/2025 Robinson Smith Wealth Advisors LLC25,450$676K0.6%+218.4%0.006%
5/12/2025 Berger Financial Group Inc77,534$2.06M0.1%-6.1%0.017%
5/12/2025 True North Advisors LLC68,438$1.82M0.3%N/A0.015%
5/12/2025 Benjamin Edwards Inc.25,099$667K0.0%+53.3%0.006%
5/12/2025 Lcnb Corp477,173$12.68M4.7%+0.8%0.105%
5/12/2025 Avant Capital LLC198,891$5.29M4.4%+2.1%0.044%
5/12/2025 Townsquare Capital LLC146,727$3.90M0.0%+1.5%0.032%
5/12/2025 Truepoint Inc.11,051$294K0.0%-4.3%0.002%
5/9/2025 Northern Capital Management Inc.1,175,952$31.26M20.4%-1.7%0.261%
5/9/2025 Blue Barn Wealth LLC20,109$534K0.3%-3.5%0.004%
5/9/2025 Altfest L J & Co. Inc.47,795$1.27M0.2%-68.3%0.011%
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5/9/2025 Chicago Partners Investment Group LLC18,182$474K0.0%+3.1%0.004%
5/9/2025 Elgethun Capital Management73,488$1.95M0.4%+14.5%0.016%
5/9/2025 Briaud Financial Planning Inc2,112$56K0.0%+35.6%0.000%
5/9/2025 Leeward Financial Partners LLC170,213$4.52M1.7%+0.4%0.038%
5/9/2025 WealthShield Partners LLC353,726$9.40M1.2%+1.5%0.078%
5/9/2025 Exencial Wealth Advisors LLC250,152$6.65M0.2%+1.6%0.055%
5/9/2025 PrairieView Partners LLC226,973$6.03M0.6%-6.8%0.050%
5/9/2025 Wealthspire Advisors LLC44,601$1.19M0.0%-5.3%0.010%
5/9/2025 Atria Wealth Solutions Inc.82,952$2.21M0.0%-46.2%0.018%
5/9/2025 Empower Advisory Group LLC8,376$223K0.0%-44.7%0.002%
(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, 903 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. ($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 852 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. ($30.33M), Mather Group LLC. ($24.20M), Envestnet Asset Management Inc. ($12.76M), 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 235,899,725 shares in the last 24 months. This purchase volume represents approximately $6.10B in transactions.

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

Of the 468 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), Financial Engines Advisors L.L.C. ($2.27M), Osaic Holdings Inc. ($1.23M), Goldman Sachs Group Inc. ($722.88K), Financial Management Professionals Inc. ($475.87K), Mather Group LLC. ($425.02K), and US Bancorp DE ($322.89K).

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

Institutional investors have sold a total of 19,603,870 shares in the last 24 months. This volume of shares sold represents approximately $492.59M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 5/25/2025 by MarketBeat.com Staff
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