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

Schwab U.S. Large-Cap Value ETF logo
$33.98 -0.06 (-0.18%)
Closing price 04:10 PM Eastern
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$34.00 +0.02 (+0.06%)
As of 08:00 PM Eastern
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Compare

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

Number of
Institutional Buyers
(last 12 months)
500
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$635.01M
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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
10/13/2026Fagan Associates Inc.79,918$2.66M0.3%-0.9%0.018%
10/13/2026Forvis Mazars Wealth Advisors LLC7,815$260K0.0%N/A0.002%
10/13/2026Koesten Hirschmann & Crabtree INC.28,777$959K0.4%-50.9%0.006%
10/13/2026First County Bank CT39,172$1.31M0.6%-2.9%0.009%
10/13/2026Sax Wealth Advisors LLC174,872$5.83M0.2%-0.4%0.039%
10/13/2026JBGlobal.com LLC546,341$18.20M16.2%-1.6%0.120%
10/13/2026Avior Wealth Management LLC225,516$7.51M0.2%-7.8%0.050%
10/10/2026Councilor Wealth LLC255,733$8.52M3.5%-3.5%0.056%
10/10/2026Marquette Asset Management LLC22,246$741K0.1%N/A0.005%
10/10/2026Friday Financial627,761$20.96M4.2%+61.7%0.138%
10/9/2026Cypress Financial Planning LLC105,203$3.50M1.0%-2.5%0.023%
10/9/2026Avity Investment Management Inc.59,931$2.00M0.1%-62.2%0.013%
10/9/2026Riversedge Advisors LLC80,473$2.68M0.3%+0.5%0.018%
10/9/2026Wedmont Private Capital46,322$1.57M0.0%+22.5%0.010%
10/9/2026Chapin Davis Inc.12,110$403K0.1%N/A0.003%
10/9/2026Market Street Wealth Management Advisors LLC19,393$646K0.1%-24.3%0.004%
10/9/2026Acropolis Investment Management LLC9,684$323K0.0%N/A0.002%
10/8/2026ZynergyRetirementPlanningLLC96,985$3.23M1.7%-0.6%0.021%
10/8/2026Farther Finance Advisors LLC890,366$29.66M0.2%+38.4%0.196%
10/8/2026CoreCap Advisors LLC5,303$177K0.0%-6.5%0.001%
10/8/2026Apella Capital LLC73,505$2.47M0.0%-12.9%0.016%
10/8/2026Everhart Financial Group Inc.118,084$3.93M0.2%-4.7%0.026%
10/8/2026Avidian Wealth Enterprises LLC46,740$1.56M0.0%N/A0.010%
10/8/2026LWM Advisors Inc.19,454$648K0.5%+68.7%0.004%
10/8/2026Tactive Advisors LLC34,337$1.14M0.3%-13.0%0.008%
10/8/2026Veery Capital LLC1,215,553$40.49M10.8%+1.6%0.268%
10/7/2026Cooper Financial Group2,360,396$78.63M6.3%+3.7%0.520%
10/7/2026Persium Advisors LLC765,306$25.49M13.0%-4.6%0.168%
10/7/2026Baring Financial LLC241,830$8.06M4.4%+2.7%0.053%
10/7/2026First Community Trust NA4,335$144K0.0%+20.9%0.001%
10/5/2026Ridgewood Investments LLC67,331$2.24M0.8%-5.9%0.015%
10/5/2026Horizons Wealth Management844$28K0.0%N/A0.000%
10/5/2026Adelphi Trust Co29,639$987K0.7%+9.1%0.007%
10/5/2026Eastern Bank5,105$170K0.0%N/A0.001%
10/5/2026MassMutual Private Wealth & Trust FSB30,463$1.02M0.0%+4.3%0.007%
10/2/2026 CX Institutional869,829$28.97M0.8%+9.7%0.192%
10/1/2026 Burkett Financial Services LLC16,651$555K0.2%-9.3%0.004%
9/23/2026QRG Capital Management Inc.7,287$254K0.0%N/A0.001%
9/23/2026Envestnet Portfolio Solutions Inc.774,931$26.98M0.1%-33.5%0.156%
9/23/2026Envestnet Asset Management Inc.12,960,727$451.16M0.1%-29.1%2.609%
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9/9/2026Tortoise Investment Management LLC83,088$2.89M0.2%-1.9%0.018%
9/9/2026Sequoia Financial Advisors LLC146,134$5.09M0.0%-4.6%0.032%
9/9/2026Cahill Financial Advisors Inc.184,223$6.41M0.6%+0.5%0.040%
9/9/2026MCF Advisors LLC4,498$157K0.0%N/A0.001%
9/9/2026Gemmer Asset Management LLC3,373,480$117.43M7.9%-1.7%0.731%
9/9/2026Integrated Wealth Concepts LLC254,346$8.85M0.1%-1.0%0.055%
9/9/2026RFG Advisory LLC76,099$2.65M0.0%-24.2%0.016%
9/9/2026NewEdge Advisors LLC152,382$5.30M0.0%+1.1%0.033%
9/9/2026IFP Advisors Inc27,717$965K0.0%-53.2%0.006%
9/9/2026Baird Financial Group Inc.151,747$5.28M0.0%+2.2%0.033%
9/8/2026Allworth Financial LP370,672$12.90M0.1%-6.2%0.080%
9/8/2026Waverly Advisors LLC717,101$24.96M0.1%-0.2%0.155%
9/2/2026Range Advisory LLC6,278$219K0.0%N/A0.001%
9/2/2026Citadel Advisors LLC281,513$9.80M0.0%+99.2%0.061%
8/27/2026Corient Private Wealth LP82,048$2.86M0.0%-14.4%0.018%
8/24/2026Serenity Investment Advisors979,372$34.08M14.5%+1.9%0.212%
8/23/2026Ameritas Advisory Services LLC18,458$643K0.0%-80.9%0.004%
8/23/2026Wedmont Private Capital37,822$1.30M0.0%-4.0%0.008%
8/23/2026Kintra Wealth LLC12,147$429K0.0%-55.5%0.003%
8/23/2026Operose Advisors LLC2,330$81K0.0%-37.1%0.001%
8/23/2026HB Wealth Management LLC103,114$3.59M0.0%+8.9%0.022%
8/23/2026Unique Wealth LLC123,721$4.31M0.5%+2.5%0.027%
8/22/2026NI Acquisitions Company LLC990$34K0.0%N/A0.000%
8/22/2026Cornerstone Advisors Asset Management LLC78,410$2.73M0.4%+101.4%0.017%
8/22/2026K2 Financial Inc.53,959$1.86M1.3%-1.7%0.012%
8/22/2026LifePlan Investment Advisors Inc.129,069$4.49M1.5%-0.8%0.028%
8/22/2026Concurrent Investment Advisors LLC88,523$3.08M0.0%+9.4%0.019%
8/21/2026Retireful LLC17,760$618K0.6%N/A0.004%
8/21/2026Lowery Thomas LLC231,838$8.07M3.9%+1.3%0.050%
8/21/2026Mayport LLC11,603$404K0.1%-23.4%0.003%
8/21/2026Continuum Advisory LLC51,331$1.79M0.1%+1.3%0.011%
8/21/2026Robbins Farley1,903$66K0.0%-50.4%0.000%
8/21/2026Atticus Wealth Management LLC6,102$212K0.1%N/A0.001%
8/21/2026XML Financial LLC1,253,900$43.65M3.2%+0.8%0.272%
8/21/2026Chesapeake Wealth Management37,555$1.31M0.4%+7.0%0.008%
8/21/2026Murphy Middleton Hinkle & Parker Inc.349,164$12.15M4.9%+6.7%0.076%
8/21/2026Acorn Wealth Advisors LLC7,966$277K0.1%-9.5%0.002%
8/20/2026Avant Capital LLC207,434$7.22M4.6%+0.3%0.045%
8/20/2026Cooper Haims Advisors LLC14,030$488K0.2%+7.3%0.003%
8/20/2026Gill Capital Partners LLC368,785$12.84M3.4%-4.3%0.080%
8/20/2026Denver PWM LLC532,138$18.82M5.2%+2.0%0.115%
8/20/2026Oarsman Capital Inc.14,328$499K0.0%-2.2%0.003%
8/20/2026Greenleaf Trust29,531$1.03M0.0%+3.1%0.006%
7/12/2026First Community Trust NA3,585$125K0.1%+201.8%0.001%
7/10/2026Envision Financial LLC5,762$201K0.1%N/A0.001%
7/10/2026Whitener Capital Management Inc.51,167$1.78M0.4%+11.9%0.011%
7/10/2026GenWealth Group Inc.1,681,637$58.54M9.1%-1.3%0.367%
7/10/2026William Mack & Associates Inc.55,360$1.93M0.7%+14.4%0.012%
7/10/2026HRC Wealth Management LLC1,302,258$45.33M18.5%-0.5%0.284%
7/10/2026G&S Capital LLC10,953$381K0.1%+38.8%0.002%
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7/10/2026Lederer & Associates Investment Counsel CA60,241$2.10M1.4%-11.3%0.013%
7/10/2026Marquette Asset Management LLC22,246$774K0.1%-13.3%0.005%
7/10/2026Wealthcare Advisory Partners LLC40,380$1.41M0.0%-4.0%0.009%
7/10/2026Warner Financial Inc.163,018$5.68M1.7%+2.6%0.036%
7/9/2026Financial Management Professionals Inc.1,721,114$59.91M5.7%-0.3%0.376%
7/9/2026Revolve Wealth Partners LLC8,701$303K0.0%-6.8%0.002%
7/9/2026Veery Capital LLC1,196,106$41.64M11.2%+2.4%0.261%
7/9/2026Friday Financial388,248$13.33M3.6%+23.5%0.085%
7/9/2026Focus Financial Network Inc.600,252$20.90M0.6%-5.7%0.131%
7/9/2026Whitaker Myers Wealth Managers LTD.576,393$20.06M3.4%-0.2%0.126%


SCHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,022 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. ($451.16M), 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 988 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. ($30.50M), Mather Group LLC. ($24.38M), Envestnet Asset Management Inc. ($12.16M), 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 46,162,542 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 378 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: Envestnet Asset Management Inc. ($5.33M), Financial Engines Advisors L.L.C. ($1.83M), Sei Investments Co. ($1.01M), Gemmer Asset Management LLC ($815.32K), Cape Investment Advisory Inc. ($592.42K), Geneos Wealth Management Inc. ($533.59K), and LPL Financial LLC ($529.56K).

Institutional investors have sold a total of 20,266,035 shares in the last 24 months. This volume of shares sold represents approximately $635.01M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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