Schwab U.S. Large-Cap Value ETF (SCHV) Institutional Ownership $33.31 +0.31 (+0.94%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)Number ofInstitutional Buyers(last 12 months)585TotalInstitutional Inflows(last 12 months)$1.69BNumber ofInstitutional Sellers(last 12 months)426TotalInstitutional Outflows(last 12 months)$598.96M 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. 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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 ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/22/2026WNY Asset Management LLC19,322$589K0.1%N/A0.004% 5/21/2026 J. Derek Lewis & Associates Inc.37,379$1.14M0.3%+2.9%0.008% 5/19/2026 Western Wealth Management LLC22,946$700K0.0%N/A0.005% 5/19/2026 Orographic Financial Advisors LLC6,584$200K0.1%N/A0.001% 5/19/2026 NewEdge Advisors LLC130,096$3.97M0.1%-13.5%0.028% 5/19/2026 Bank of America Corp DE1,891,652$57.70M0.0%-0.3%0.404% 5/19/2026 Chesapeake Wealth Management35,100$1.07M0.3%+3.6%0.007% 5/19/2026 Cassady Wealth & Retirement Planning LLC110,000$3.57M1.8%-11.3%0.024% 5/19/2026 Arkadios Wealth Advisors82,818$2.53M0.0%+2.9%0.018% 5/18/2026 Sunbelt Securities Inc.510,572$15.57M1.0%+25.0%0.109% 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.Watch the free briefing and see the three steps to prepare today5/18/2026 EverSource Wealth Advisors LLC66,892$2.04M0.1%-8.7%0.014% 5/18/2026 Royal Bank of Canada753,271$22.98M0.0%+7.2%0.161% 5/16/2026 KCM Investment Advisors LLC8,928$272K0.0%+17.4%0.002% 5/16/2026 Quantinno Capital Management LP216,463$6.60M0.0%+68.5%0.046% 5/15/2026 Northeast Financial Group Inc.549,657$16.77M4.2%-9.4%0.117% 5/15/2026 Vawter Financial Ltd.17,886$546K0.2%-1.9%0.004% 5/15/2026 Waverly Advisors LLC718,686$21.92M0.2%+22.8%0.154% 5/14/2026 Renaissance Technologies LLC19,800$604K0.0%-58.4%0.004% 5/14/2026 Pennington Partners & CO. LLC7,338$224K0.1%N/A0.002% 5/14/2026 GC Wealth Management RIA LLC7,125$217K0.0%-17.9%0.002% 5/14/2026 Compound Planning Inc.1,974,442$60.22M1.8%-5.7%0.422% 5/14/2026 Klingman & Associates LLC9,787$299K0.0%-9.0%0.002% 5/14/2026 Modern Wealth Management LLC38,643$1.18M0.0%-3.5%0.008% 5/14/2026 Aspen Grove Capital LLC73,705$2.25M0.4%-2.6%0.016% 5/14/2026 RMG Wealth Management LLC41,508$1.36M0.2%+801.8%0.009% 5/14/2026 Sei Investments Co.44,768,506$1.37B1.3%-2.2%9.565% 5/14/2026 Lido Advisors LLC105,805$3.23M0.0%-6.6%0.023% 5/13/2026 Cetera Investment Advisers3,544,184$108.10M0.1%-1.9%0.757% 5/13/2026 Wealthspire Retirement LLC35,111$1.07M0.1%-10.2%0.008% 5/13/2026 Signature Equity Partners LLC12,265$374K0.2%+5.9%0.003% 5/13/2026 NewEdge Wealth LLC94,496$2.88M0.0%-21.6%0.020% 5/13/2026 Petra Financial Advisors Inc.192,535$5.87M3.6%-4.0%0.041% 5/13/2026 Goepper Burkhardt LLC421,949$12.87M4.3%-0.9%0.090% 5/12/2026 Millennium Capital Advisors LLC8,852$270K0.2%-6.3%0.002% 5/12/2026 Cadence Wealth Management LLC225,363$6.87M2.9%+1.9%0.048% 5/8/2026 Summit Asset Management LLC1,232,457$37.59M5.2%+4.8%0.263% 5/8/2026 Cutler Investment Counsel LLC12,355$377K0.0%-14.7%0.003% 5/7/2026 Florida Financial Advisors LLC174,554$5.32M1.3%-8.4%0.037% 5/7/2026 Van Strum & Towne Inc.49,433$1.51M0.4%+13.2%0.011% 5/7/2026 Earned Wealth Advisors LLC6,902$211K0.0%-7.3%0.001% Hey, it's Jon Najarian. 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(Ad)After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall of Fame Trader Jon Najarian now says EVERYONE is missing an even bigger story about the SpaceX IPO… That it's just the start of an Elon Musk $44 trillion "Superconvergence…" An event that could kick off as soon as June 12th.Click here now to watch hall of fame trader Jon Najarian's full prediction.5/7/2026 Basepoint Wealth LLC16,809$513K0.3%+6.1%0.004% 5/7/2026 NWK Group Inc.3,524$107K0.0%+148.9%0.001% 5/7/2026 Greenwood Gearhart LLC22,762$694K0.0%+2.2%0.005% 5/7/2026 True North Advisors LLC43,831$1.34M0.2%-4.0%0.009% 5/7/2026 Spartan Wealth Advisory Services LLC21,443$654K0.1%N/A0.005% 5/7/2026 Paces Ferry Wealth Advisors LLC210,776$6.43M2.7%-1.4%0.045% 5/6/2026 Quadrant Private Wealth Management LLC36,014$1.10M0.2%+4.1%0.008% 5/6/2026 Bartlett & CO. Wealth Management LLC28,024$902K0.0%-3.7%0.006% 5/6/2026 MTM Investment Management LLC1,619$49K0.0%-22.4%0.000% 5/6/2026 Zhang Financial LLC18,767$572K0.0%+4.7%0.004% 5/6/2026 FSA Advisors Inc.6,767$206K0.1%N/A0.001% 5/6/2026 Aire Advisors LLC22,620$690K0.1%-4.4%0.005% 5/6/2026 Modera Wealth Management LLC86,666$2.64M0.0%-30.9%0.019% 5/6/2026 Advisortrust Partners LLC1,903$58K0.0%N/A0.000% 5/6/2026 Assetmark Inc.63,188$1.93M0.0%-23.4%0.014% 5/6/2026 Bessemer Group Inc.2,549$78K0.0%N/A0.001% 5/6/2026 Frisch Financial Group Inc.9,187$280K0.1%N/A0.002% 5/5/2026 BCGM Wealth Management LLC46,051$1.41M0.4%-2.7%0.010% 5/5/2026 Golden Bell Financial Planning LLC149,270$4.55M3.6%-2.2%0.032% 5/5/2026 Evergreen Advisors LLC22,894$698K0.2%N/A0.005% 5/5/2026 D.A. Davidson & CO.31,649$965K0.0%+6.1%0.007% 5/5/2026 Bank of New York Mellon Corp40,744$1.24M0.0%-78.4%0.009% 5/5/2026 Geneos Wealth Management Inc.47,089$1.44M0.0%-0.9%0.010% 5/5/2026 Harel Insurance Investments & Financial Services Ltd.10,500$320K0.0%N/A0.002% 5/5/2026 Ethos Financial Group LLC693,268$21.15M1.5%+1.6%0.148% 5/5/2026 Sanctuary Advisors LLC43,968$1.34M0.0%-75.9%0.009% 5/5/2026 Sigma Planning Corp13,922$425K0.0%+10.0%0.003% 5/5/2026 Broadview Financial Management LLC88,327$2.69M1.8%-2.6%0.019% 5/5/2026 Avantax Planning Partners Inc.10,217,486$311.63M8.6%+0.3%2.183% 5/4/2026 Retirement Planning Group LLC63,250$1.93M0.1%-3.8%0.014% 5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management373,616$11.40M0.2%-2.6%0.080% 5/4/2026 Glassman Wealth Services207,829$6.34M0.9%+1.2%0.044% 5/4/2026 Bleakley Financial Group LLC93,687$2.86M0.0%+35.1%0.020% 5/4/2026 Center for Financial Planning Inc.19,879$606K0.1%+1.8%0.004% 5/4/2026 HBW Advisory Services LLC7,470$228K0.0%N/A0.002% 5/4/2026 Nadler Financial Group Inc.96,660$2.95M0.3%-31.8%0.021% 5/4/2026 Principal Financial Group Inc.185,789$5.67M0.0%N/A0.040% 5/4/2026 Chicago Partners Investment Group LLC44,234$1.41M0.0%+0.9%0.009% 5/4/2026 Cdkv Holdings LLC334,842$10.21M9.0%+3.4%0.072% 5/2/2026 Persium Advisors LLC828,626$25.27M19.9%-2.0%0.177% 5/2/2026 International Assets Investment Management LLC18,224$558K0.0%+24.7%0.004% 5/2/2026 Strategic Wealth Advisors LLC1,526$46K0.0%+95.6%0.000% 5/2/2026 Diversify Wealth Management LLC36,787$1.18M0.0%N/A0.008% 5/2/2026 Valmark Advisers Inc.9,806$299K0.0%+17.9%0.002% 5/2/2026 Carnegie Investment Counsel8,134$248K0.0%-10.0%0.002% 5/1/2026 Capital Squared Financial LLC322,600$9.84M7.5%+5.5%0.069% 5/1/2026 Midwest Trust Co1,138,230$34.72M0.4%+3.8%0.243% 5/1/2026 Fifth Third Bancorp26,326$803K0.0%+1,091.8%0.006% 5/1/2026 Sovran Advisors LLC54,297$1.76M0.1%+12.4%0.012% 5/1/2026 American Trust11,507$351K0.0%-27.5%0.002% Porter flew 3,300 miles to investigate this system (Ad)Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. 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With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.Watch the full investigation and decide for yourself5/1/2026 WealthShield Partners LLC287,278$8.76M1.0%-15.9%0.061% 5/1/2026 Sequoia Financial Advisors LLC153,232$4.67M0.0%-2.7%0.033% 5/1/2026 William Howard & Co Financial Advisors Inc7,595$232K0.2%-4.5%0.002% 5/1/2026 KLCM Advisors Inc.21,543$657K0.1%+30.9%0.005% 4/30/2026 Kestra Advisory Services LLC811,887$24.76M0.1%+33.5%0.173% 4/30/2026 Money Concepts Capital Corp114,452$3.49M0.2%+115.2%0.024% 4/30/2026 WPG Advisers LLC26,763$816K0.6%-5.1%0.006% 4/30/2026 Atlas Wealth Partners LLC30,576$933K1.0%-5.7%0.007% 4/30/2026 Quantum Portfolio Management LLC76,283$2.33M0.0%-1.4%0.016% 4/29/2026 Rockwood Wealth Management LLC21,275$649K0.0%N/A0.005% SCHV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of SCHV shares? During the previous two years, 1,016 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. Which institutional investors have been buying Schwab U.S. Large-Cap Value ETF's stock? Of the 986 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). How much institutional buying is happening at Schwab U.S. Large-Cap Value ETF? Institutional investors have bought a total of 58,245,719 shares in the last 24 months. This purchase volume represents approximately $1.69B in transactions. Which of Schwab U.S. Large-Cap Value ETF's major shareholders have been selling company stock? Of the 426 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). How much institutional selling is happening at Schwab U.S. Large-Cap Value ETF? Institutional investors have sold a total of 20,688,201 shares in the last 24 months. This volume of shares sold represents approximately $598.96M in transactions. Related Companies GSLC Institutional Ownership IWY Institutional Ownership QLD Institutional Ownership SPHQ Institutional Ownership MGV Institutional Ownership SPMO Institutional Ownership AVLV Institutional Ownership DUHP Institutional Ownership VONV Institutional Ownership XLG Institutional Ownership This page (NYSEARCA:SCHV) was last updated on 5/24/2026 by MarketBeat.com Staff. 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