Go Pro
→ Your book attached (From Profits Run) (Ad)tc pixel Free SCHV Stock Alerts

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

Schwab U.S. Large-Cap Value ETF logo
$34.43 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Number of
Institutional Buyers
(last 12 months)
585
Total
Institutional Inflows
(last 12 months)
$1.71B
Number of
Institutional Sellers
(last 12 months)
428
Total
Institutional Outflows
(last 12 months)
$608.61M
Get SCHV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Schwab U.S. Large-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

SCHV Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 MassMutual Private Wealth & Trust FSB29,211$1.02M0.0%+4.0%0.006%
7/2/2026 Collective Family Office LLC13,137$457K0.1%+60.9%0.003%
7/2/2026 CX Institutional792,816$27.60M0.8%-24.9%0.173%
7/2/2026 First County Bank CT 40,354$1.41M0.7%-1.8%0.009%
7/1/2026 Adelphi Trust Co27,169$946K0.6%+14.9%0.006%
7/1/2026 Global Wealth Strategies & Associates11,961$416K0.1%-11.9%0.003%
6/23/2026Ballast Advisors LLC1,194,193$36.42M10.6%+5.2%0.255%
6/18/2026Western Wealth Management LLC22,946$700K0.0%N/A0.005%
6/16/2026Steelhead Wealth Management LLC468,687$14.29M7.2%N/A0.100%
6/10/2026FAS Wealth Partners Inc.1,068,633$32.59M2.0%-2.9%0.228%
6/3/2026Stillwater Private Wealth LLC102,103$3.11M2.6%N/A0.022%
6/3/2026NewEdge Advisors LLC150,725$4.60M0.0%+0.3%0.032%
6/1/2026Keel Point LLC50,886$1.55M0.1%-1.1%0.011%
5/29/2026Asset Dedication LLC60,087$1.83M0.1%-11.5%0.013%
5/27/2026Tenret Co LLC11,717$357K0.2%-12.2%0.003%
5/27/2026Allen Capital Group LLC116,878$3.57M0.3%+2.7%0.025%
5/26/2026Serenity Investment Advisors961,436$32.03M12.3%+8.5%0.205%
5/22/2026WNY Asset Management LLC19,322$589K0.1%N/A0.004%
5/21/2026J. Derek Lewis & Associates Inc.37,379$1.14M0.3%+2.9%0.008%
5/19/2026Western Wealth Management LLC22,946$700K0.0%N/A0.005%
5/19/2026Orographic Financial Advisors LLC6,584$200K0.1%N/A0.001%
5/19/2026NewEdge Advisors LLC130,096$3.97M0.1%-13.5%0.028%
5/19/2026Bank of America Corp DE1,891,652$57.70M0.0%-0.3%0.404%
5/19/2026Chesapeake Wealth Management35,100$1.07M0.3%+3.6%0.007%
5/19/2026Cassady Wealth & Retirement Planning LLC110,000$3.57M1.8%-11.3%0.024%
5/19/2026Arkadios Wealth Advisors82,818$2.53M0.0%+2.9%0.018%
5/18/2026Sunbelt Securities Inc.510,572$15.57M1.0%+25.0%0.109%
5/18/2026EverSource Wealth Advisors LLC66,892$2.04M0.1%-8.7%0.014%
5/18/2026Royal Bank of Canada753,271$22.98M0.0%+7.2%0.161%
5/16/2026KCM Investment Advisors LLC8,928$272K0.0%+17.4%0.002%
5/16/2026Quantinno Capital Management LP216,463$6.60M0.0%+68.5%0.046%
5/15/2026Northeast Financial Group Inc.549,657$16.77M4.2%-9.4%0.117%
5/15/2026Vawter Financial Ltd.17,886$546K0.2%-1.9%0.004%
5/15/2026Waverly Advisors LLC718,686$21.92M0.2%+22.8%0.154%
5/14/2026Renaissance Technologies LLC19,800$604K0.0%-58.4%0.004%
5/14/2026Pennington Partners & CO. LLC7,338$224K0.1%N/A0.002%
5/14/2026GC Wealth Management RIA LLC7,125$217K0.0%-17.9%0.002%
5/14/2026Compound Planning Inc.1,974,442$60.22M1.8%-5.7%0.422%
5/14/2026Klingman & Associates LLC9,787$299K0.0%-9.0%0.002%
5/14/2026Modern Wealth Management LLC38,643$1.18M0.0%-3.5%0.008%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/14/2026Aspen Grove Capital LLC73,705$2.25M0.4%-2.6%0.016%
5/14/2026RMG Wealth Management LLC41,508$1.36M0.2%+801.8%0.009%
5/14/2026Sei Investments Co.44,768,506$1.37B1.3%-2.2%9.565%
5/14/2026Lido Advisors LLC105,805$3.23M0.0%-6.6%0.023%
5/13/2026Cetera Investment Advisers3,544,184$108.10M0.1%-1.9%0.757%
5/13/2026Wealthspire Retirement LLC35,111$1.07M0.1%-10.2%0.008%
5/13/2026Signature Equity Partners LLC12,265$374K0.2%+5.9%0.003%
5/13/2026NewEdge Wealth LLC94,496$2.88M0.0%-21.6%0.020%
5/13/2026Petra Financial Advisors Inc.192,535$5.87M3.6%-4.0%0.041%
5/13/2026Goepper Burkhardt LLC421,949$12.87M4.3%-0.9%0.090%
5/12/2026Millennium Capital Advisors LLC8,852$270K0.2%-6.3%0.002%
5/12/2026Cadence Wealth Management LLC225,363$6.87M2.9%+1.9%0.048%
5/8/2026Summit Asset Management LLC1,232,457$37.59M5.2%+4.8%0.263%
5/8/2026Cutler Investment Counsel LLC12,355$377K0.0%-14.7%0.003%
5/7/2026Florida Financial Advisors LLC174,554$5.32M1.3%-8.4%0.037%
5/7/2026Van Strum & Towne Inc.49,433$1.51M0.4%+13.2%0.011%
5/7/2026Earned Wealth Advisors LLC6,902$211K0.0%-7.3%0.001%
5/7/2026Basepoint Wealth LLC16,809$513K0.3%+6.1%0.004%
5/7/2026NWK Group Inc.3,524$107K0.0%+148.9%0.001%
5/7/2026Greenwood Gearhart LLC22,762$694K0.0%+2.2%0.005%
5/7/2026True North Advisors LLC43,831$1.34M0.2%-4.0%0.009%
5/7/2026Spartan Wealth Advisory Services LLC21,443$654K0.1%N/A0.005%
5/7/2026Paces Ferry Wealth Advisors LLC210,776$6.43M2.7%-1.4%0.045%
5/6/2026Quadrant Private Wealth Management LLC36,014$1.10M0.2%+4.1%0.008%
5/6/2026Bartlett & CO. Wealth Management LLC28,024$902K0.0%-3.7%0.006%
5/6/2026MTM Investment Management LLC1,619$49K0.0%-22.4%0.000%
5/6/2026Zhang Financial LLC18,767$572K0.0%+4.7%0.004%
5/6/2026FSA Advisors Inc.6,767$206K0.1%N/A0.001%
5/6/2026Aire Advisors LLC22,620$690K0.1%-4.4%0.005%
5/6/2026Modera Wealth Management LLC86,666$2.64M0.0%-30.9%0.019%
5/6/2026Advisortrust Partners LLC1,903$58K0.0%N/A0.000%
5/6/2026Assetmark Inc.63,188$1.93M0.0%-23.4%0.014%
5/6/2026Bessemer Group Inc.2,549$78K0.0%N/A0.001%
5/6/2026Frisch Financial Group Inc.9,187$280K0.1%N/A0.002%
5/5/2026BCGM Wealth Management LLC46,051$1.41M0.4%-2.7%0.010%
5/5/2026Golden Bell Financial Planning LLC149,270$4.55M3.6%-2.2%0.032%
5/5/2026Evergreen Advisors LLC22,894$698K0.2%N/A0.005%
5/5/2026D.A. Davidson & CO.31,649$965K0.0%+6.1%0.007%
5/5/2026Bank of New York Mellon Corp40,744$1.24M0.0%-78.4%0.009%
5/5/2026Geneos Wealth Management Inc.47,089$1.44M0.0%-0.9%0.010%
5/5/2026Harel Insurance Investments & Financial Services Ltd.10,500$320K0.0%N/A0.002%
5/5/2026Ethos Financial Group LLC693,268$21.15M1.5%+1.6%0.148%
5/5/2026Sanctuary Advisors LLC43,968$1.34M0.0%-75.9%0.009%
5/5/2026Sigma Planning Corp13,922$425K0.0%+10.0%0.003%
5/5/2026Broadview Financial Management LLC88,327$2.69M1.8%-2.6%0.019%
5/5/2026Avantax Planning Partners Inc.10,217,486$311.63M8.6%+0.3%2.183%
5/4/2026Retirement Planning Group LLC63,250$1.93M0.1%-3.8%0.014%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management373,616$11.40M0.2%-2.6%0.080%
5/4/2026Glassman Wealth Services207,829$6.34M0.9%+1.2%0.044%
5/4/2026Bleakley Financial Group LLC93,687$2.86M0.0%+35.1%0.020%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/4/2026Center for Financial Planning Inc.19,879$606K0.1%+1.8%0.004%
5/4/2026HBW Advisory Services LLC7,470$228K0.0%N/A0.002%
5/4/2026Nadler Financial Group Inc.96,660$2.95M0.3%-31.8%0.021%
5/4/2026Principal Financial Group Inc.185,789$5.67M0.0%N/A0.040%
5/4/2026Chicago Partners Investment Group LLC44,234$1.41M0.0%+0.9%0.009%
5/4/2026Cdkv Holdings LLC334,842$10.21M9.0%+3.4%0.072%
5/2/2026Persium Advisors LLC828,626$25.27M19.9%-2.0%0.177%
5/2/2026International Assets Investment Management LLC18,224$558K0.0%+24.7%0.004%
5/2/2026Strategic Wealth Advisors LLC1,526$46K0.0%+95.6%0.000%
5/2/2026Diversify Wealth Management LLC36,787$1.18M0.0%N/A0.008%


SCHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,014 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. ($1.50B), Sei Investments Co. ($1.37B), Mather Group LLC. ($1.04B), Envestnet Asset Management Inc. ($485.75M), Osaic Holdings Inc. ($343.57M), Avantax Planning Partners Inc. ($311.63M), and Mariner LLC ($269.54M).Learn more on Schwab U.S. Large-Cap Value ETF's institutional investors.

Of the 985 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. ($31.05M), Mather Group LLC. ($25.01M), Envestnet Asset Management Inc. ($12.54M), Vantagepoint Investment Advisers LLC ($8.52M), Avantax Planning Partners Inc. ($6.99M), and Valpey Financial Services LLC ($6.25M).

Institutional investors have bought a total of 58,808,683 shares in the last 24 months. This purchase volume represents approximately $1.71B in transactions.

Of the 428 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. ($1.83M), Sei Investments Co. ($1.01M), World Investment Advisors ($968.24K), Financial Counselors Inc. ($888.72K), Prime Capital Investment Advisors LLC ($854.31K), Gemmer Asset Management LLC ($756.25K), and BNP Paribas Financial Markets ($600.58K).

Institutional investors have sold a total of 20,964,601 shares in the last 24 months. This volume of shares sold represents approximately $608.61M in transactions.


Related Companies

This page (NYSEARCA:SCHV) was last updated on 7/4/2026 by MarketBeat.com Staff.
From Our Partners
He turned $12,415 into millions. Now he wants to help you.
Tim Sykes turned $12,415 in bar mitzvah money into over $7 million in trading profits - and more than 50 of hi...
Tim Sykes | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
“By July 30, Elon Musk’s Prophecy Will Fulfill Itself”
Jeff Brown and Marc Chaikin - the duo who identified Nvidia a decade ago - are forecasting that Elon Musk's AI...
Brownstone Research | Sponsoredtc pixel
The Starlink of Energy
A portable energy unit - already used by the U.S. Navy for decades - is now drawing serious attention from Big...
Monument Traders Alliance | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
**MARKET CRASH WARNING**
A former advisor to the Pentagon and CIA is warning that an 80% Dow drop could arrive within days - and names ...
Paradigm Press | Sponsoredtc pixel
The pre-flight check for options traders
Pilots never skip their pre-flight checklist - and neither should options traders. The Smart Trade Options Che...
Profits Run | Sponsoredtc pixel