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

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$73.13
-0.15 (-0.20%)
(As of 04/26/2024 ET)
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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)
412
Total
Institutional Inflows
(last 12 months)
$1.25B
Number of
Institutional Sellers
(last 12 months)
354
Total
Institutional Outflows
(last 12 months)
$744.99M
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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
4/27/2024White Pine Investment CO113,387$8.62M2.5%+2.9%0.078%
4/27/2024Glass Jacobson Investment Advisors llc26,983$2.05M0.8%+9.2%0.019%
4/27/2024Conning Inc.27,165$2.06M0.1%+59.2%0.019%
4/27/2024Foster Victor Wealth Advisors LLC52,300$3.86M0.4%N/A0.036%
4/26/2024LifeSteps Financial Inc.5,080$386K0.3%-7.0%0.004%
4/26/2024YHB Investment Advisors Inc.2,189$166K0.0%N/A0.002%
4/26/2024ZWJ Investment Counsel Inc.2,767$210K0.0%N/A0.002%
4/26/2024First Personal Financial Services462$35K0.0%N/A0.000%
4/26/2024Robinson Smith Wealth Advisors LLC2,838$216K0.2%N/A0.002%
4/26/2024Emerald Advisors LLC22,782$1.73M0.3%+1.0%0.016%
4/26/2024Bogart Wealth LLC137,790$10.47M0.5%-0.5%0.095%
4/25/2024Bishop & Co Investment Management LLC86,587$6.58M2.7%+277.8%0.060%
4/25/2024Capital Investment Advisory Services LLC1,478$112K0.0%-12.0%0.001%
4/25/2024Advocate Group LLC2,700$205K0.0%N/A0.002%
4/25/2024MTM Investment Management LLC745$57K0.0%N/A0.001%
4/25/2024Eudaimonia Partners LLC5,226$397K0.1%N/A0.004%
4/25/2024 Valeo Financial Advisors LLC16,579$1.22M0.0%-2.5%0.011%
4/25/2024Eudaimonia Advisors LLC4,169$317K0.2%N/A0.003%
4/25/2024Cascade Investment Advisors Inc.4,594$349K0.2%N/A0.003%
4/25/2024 Summit Financial LLC16,511$1.25M0.1%-73.5%0.011%
4/25/2024 Cambridge Investment Research Advisors Inc.138,934$10.56M0.0%+19.7%0.096%
4/24/2024 Leavell Investment Management Inc.46,100$3.50M0.2%-10.8%0.032%
4/24/2024 Krilogy Financial LLC1,099,973$83.58M6.4%-0.4%0.761%
4/24/2024 Zhang Financial LLC6,538$497K0.0%-31.9%0.005%
4/24/2024 Family Capital Trust Co433$33K0.0%N/A0.000%
4/24/2024 Blue Bell Private Wealth Management LLC50,134$3.81M0.8%-0.8%0.035%
4/24/2024 Dakota Wealth Management44,750$3.40M0.1%+36.0%0.031%
4/24/2024 Smith Anglin Financial LLC26,381$2.00M0.2%-45.9%0.018%
4/24/2024 Simplicity Wealth LLC24,546$1.87M0.0%N/A0.017%
4/24/2024 Ackerman Capital Advisors LLC108,739$8.26M2.3%-2.4%0.075%
4/24/2024 Spire Wealth Management13,498$1.03M0.0%+2.3%0.009%
4/24/2024 Gemmer Asset Management LLC1,286,125$97.72M11.4%+1.5%0.890%
4/24/2024 Gunma Bank Ltd.100,000$7.60M4.0%N/A0.069%
4/23/2024 James J. Burns & Company LLC84,822$6.38M2.2%-24.9%0.059%
4/23/2024 Global Retirement Partners LLC40,832$3.10M0.1%-6.4%0.028%
4/23/2024 Sage Mountain Advisors LLC6,241$474K0.0%+503.0%0.004%
4/23/2024 Spectrum Asset Management Inc. NB CA 217,526$16.53M7.1%-50.4%0.151%
4/23/2024 Nations Financial Group Inc. IA ADV5,109$388K0.0%-11.8%0.004%
4/23/2024 Warner Financial Inc.31,124$2.37M1.2%+19.5%0.022%
4/23/2024 Duncker Streett & Co. Inc.27,600$2.10M0.4%-2.1%0.019%
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4/23/2024 Petra Financial Advisors Inc.61,239$4.62M3.4%-1.8%0.042%
4/23/2024 Raymond James Financial Services Advisors Inc.50,816$3.86M0.0%-44.0%0.035%
4/23/2024 Stonegate Investment Group LLC3,070$233K0.0%N/A0.002%
4/22/2024 PFG Investments LLC40,326$3.06M0.2%N/A0.028%
4/22/2024 Westbourne Investment Advisors Inc.33,989$2.58M0.9%+3.6%0.024%
4/22/2024 Rainey & Randall Investment Management Inc.893,401$67.88M15.9%+1.9%0.618%
4/19/2024 Everett Harris & Co. CA7,855$597K0.0%+7.9%0.005%
4/19/2024 Teamwork Financial Advisors LLC3,805$289K0.0%-6.8%0.003%
4/19/2024 Retirement Guys Formula LLC142,730$10.85M5.3%+0.5%0.099%
4/19/2024 Veery Capital LLC45,242$3.44M1.4%+0.7%0.031%
4/19/2024 Wealth Management Resources Inc.2,989$227K0.1%-11.5%0.002%
4/19/2024 RBA Wealth Management LLC4,182$318K0.1%-4.1%0.003%
4/19/2024 Cornerstone Wealth Management LLC15,949$1.21M0.1%+6.1%0.011%
4/19/2024 Brickley Wealth Management2,785$212K0.0%N/A0.002%
4/19/2024 IVC Wealth Advisors LLC104,407$7.93M4.6%-5.8%0.072%
4/19/2024 Leeward Financial Partners LLC63,463$4.82M2.0%+18.9%0.044%
4/19/2024 Santori & Peters Inc.95,730$7.27M3.1%-0.2%0.066%
4/19/2024 Valeo Financial Advisors LLC16,579$1.26M0.0%-2.5%0.011%
4/19/2024 Kiley Juergens Wealth Management LLC15,373$1.17M0.4%+6.7%0.011%
4/18/2024 Total Wealth Planning LLC115,983$8.81M1.5%-7.3%0.080%
4/18/2024 SeaCrest Wealth Management LLC57,305$4.35M0.5%-2.7%0.040%
4/18/2024 Myecfo LLC8,203$623K0.4%+165.2%0.006%
4/18/2024 Verum Partners LLC8,430$640K0.2%-16.4%0.006%
4/18/2024 Financial Strategies Group Inc.22,846$1.71M0.5%-4.8%0.016%
4/18/2024 Panoramic Investment Advisors LLC62,850$4.78M3.5%+3.3%0.043%
4/18/2024 Colton Groome Financial Advisors LLC4,558$346K0.1%-9.7%0.003%
4/18/2024 Steele Capital Management Inc.44,309$3.37M0.2%-3.4%0.031%
4/18/2024 Park Place Capital Corp345$26K0.0%-70.1%0.000%
4/18/2024 Claro Advisors LLC4,029$306K0.1%-51.9%0.003%
4/18/2024 Morris Financial Concepts Inc.4,773$363K0.2%-22.8%0.003%
4/18/2024 Miracle Mile Advisors LLC25,093$1.91M0.0%-3.0%0.017%
4/18/2024 Mirador Capital Partners LP4,277$325K0.1%+16.3%0.003%
4/18/2024 Chapin Davis Inc.3,701$281K0.1%-15.0%0.003%
4/18/2024 Ironwood Financial llc9,860$749K0.2%-6.6%0.007%
4/18/2024 AMI Investment Management Inc.3,565$271K0.1%+8.1%0.002%
4/17/2024 Red Door Wealth Management LLC10,177$773K0.1%+2.4%0.007%
4/17/2024 Gradient Capital Advisors LLC16,135$1.23M0.5%-3.6%0.011%
4/16/2024 Noble Family Wealth LLC230,821$17.54M5.0%-7.3%0.160%
4/16/2024 Moisand Fitzgerald Tamayo LLC28,511$2.17M0.3%-6.4%0.020%
4/16/2024 LongView Wealth Management13,949$1.06M0.4%+19.8%0.010%
4/16/2024 Courage Miller Partners LLC88,977$6.76M2.3%-0.3%0.062%
4/16/2024 Harbor Group Inc.115,954$8.81M2.3%-0.5%0.080%
4/16/2024 Thrive Wealth Management LLC84,309$6.41M1.3%-3.1%0.058%
4/16/2024 Wealth Enhancement Advisory Services LLC2,753,534$209.21M0.5%-57.9%1.906%
4/15/2024 Wealthcare Advisory Partners LLC7,731$587K0.0%+30.6%0.005%
4/15/2024 Revolve Wealth Partners LLC7,507$570K0.1%-2.6%0.005%
4/15/2024 Aspiriant LLC16,387$1.25M0.1%-2.8%0.011%
4/15/2024 GoalVest Advisory LLC2,291$174K0.1%N/A0.002%
4/15/2024 Future Financial Wealth Managment LLC500$38K0.0%N/A0.000%
4/15/2024 Sovereign Financial Group Inc.11,068$841K0.2%+18.7%0.008%
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4/15/2024 Brookstone Capital Management20,681$1.57M0.0%+4.4%0.014%
4/15/2024 Sunbelt Securities Inc.103,685$7.88M0.9%+0.6%0.072%
4/15/2024 Diversified Investment Strategies LLC5,256$399K0.3%-3.1%0.004%
4/15/2024 Columbia Advisory Partners LLC9,675$735K0.7%+151.0%0.007%
4/13/2024 Von Berge Wealth Management Group LLC55,803$4.24M2.7%+20.8%0.038%
4/13/2024 Affinity Capital Advisors LLC56,483$4.29M1.0%-1.3%0.039%
4/13/2024 Retirement Planning Group LLC27,714$2.11M0.2%+11.2%0.019%
4/12/2024 Dynamic Advisor Solutions LLC45,119$3.43M0.1%-1.2%0.031%
4/12/2024 Capital Advisors Wealth Management LLC44,539$3.38M0.7%-32.6%0.031%
4/12/2024 CGN Advisors LLC15,063$1.14M0.1%+21.6%0.010%
(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, 760 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. ($1.28B), Mather Group LLC. ($736.04M), Sei Investments Co. ($727.55M), Osaic Holdings Inc. ($384.81M), Advisor Group Holdings Inc. ($380.63M), Avantax Planning Partners Inc. ($292.34M), and Envestnet Asset Management Inc. ($270.12M).Learn more on SCHV's institutional investors.

Which institutional investors have been buying Schwab U.S. Large-Cap Value ETF stock?

Of the 659 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: Sei Investments Co. ($4.25M), Mather Group LLC. ($3.49M), Envestnet Asset Management Inc. ($1.97M), Osaic Holdings Inc. ($1.60M), Bishop & Co Investment Management LLC ($1.31M), Wealth Enhancement Advisory Services LLC ($778.39K), and Advisor Group Holdings Inc. ($776.29K).

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

Institutional investors have bought a total of 36,042,069 shares in the last 24 months. This purchase volume represents approximately $2.39B in transactions.

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

Of the 483 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 ($3.90M), Financial Engines Advisors L.L.C. ($3.29M), Avantax Planning Partners Inc. ($1.80M), Financial Management Professionals Inc. ($475.87K), FAS Wealth Partners ($474.28K), Visionary Wealth Advisors ($456.87K), and Moneta Group Investment Advisors LLC ($450.52K).

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

Institutional investors have sold a total of 21,697,756 shares in the last 24 months. This volume of shares sold represents approximately $1.47B in transactions.


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This page (NYSEARCA:SCHV) was last updated on 4/27/2024 by MarketBeat.com Staff

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