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

$76.76

+1.00 (+1.32%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 398
Total Institutional Inflows (last 12 months): $1.30B

Number of Institutional Sellers (last 12 months): 330
Total Institutional Outflows (last 12 months): $726.86M

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SCHV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Ballast Advisors LLC	381,549	$28.27M	9.0%	+0.6%	0.264%
7/26/2024	Conning Inc.	71,915	$5.33M	0.2%	+164.7%	0.050%
7/26/2024	WealthShield Partners LLC	109,428	$8.15M	1.2%	-2.7%	0.076%
7/26/2024	Cambridge Investment Research Advisors Inc.	124,002	$9.19M	0.0%	-10.7%	0.086%
7/26/2024	Atomi Financial Group Inc.	339,258	$25.13M	1.9%	+75.1%	0.235%
7/26/2024	Schaeffer Financial LLC	36,337	$2.69M	2.9%	-1.1%	0.025%
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7/26/2024	Schoolcraft Capital LLC	5,046	$374K	0.1%	+65.6%	0.003%
7/26/2024	Signature Estate & Investment Advisors LLC	10,679	$791K	0.0%	N/A	0.007%
7/26/2024	Bank of New York Mellon Corp	3,438	$255K	0.0%	N/A	0.002%
7/26/2024	Ackerman Capital Advisors LLC	121,656	$9.01M	2.4%	+11.9%	0.084%
7/26/2024	IMA Advisory Services Inc.	7,318	$542K	0.1%	N/A	0.005%
7/26/2024	Van Strum & Towne Inc.	10,853	$804K	0.3%	+7.4%	0.008%
7/25/2024	Mokosak Advisory Group LLC	884,548	$65.53M	21.7%	+0.8%	0.613%
7/25/2024	Dodds Wealth LLC	444,887	$32.94M	12.9%	-2.0%	0.308%
7/25/2024	AMI Investment Management Inc.	3,929	$291K	0.1%	+10.2%	0.003%
7/25/2024	Waypoint Capital Advisors LLC	48,628	$3.60M	0.9%	-22.8%	0.034%
7/24/2024	Colton Groome Financial Advisors LLC	4,374	$324K	0.1%	-4.0%	0.003%
7/24/2024	White Pine Investment CO	115,574	$8.56M	2.5%	+1.9%	0.080%
7/24/2024	Joseph P. Lucia & Associates LLC	5,023	$372K	0.2%	-24.9%	0.003%
7/24/2024	Everhart Financial Group Inc.	47,941	$3.55M	0.9%	+1.8%	0.033%
7/24/2024	Diversified LLC	10,855	$804K	0.1%	N/A	0.008%
7/24/2024	My Legacy Advisors LLC	4,407	$326K	0.1%	N/A	0.003%
7/23/2024	Kiley Juergens Wealth Management LLC	15,764	$1.17M	0.3%	+2.5%	0.011%
7/23/2024	Concourse Financial Group Securities Inc.	2,134	$159K	0.0%	-44.6%	0.001%
7/23/2024	Bank Hapoalim BM	168,000	$12.45M	1.8%	N/A	0.116%
7/23/2024	Diversified Portfolios Inc.	82,314	$6.10M	0.8%	+2.8%	0.057%
7/23/2024	XML Financial LLC	371,618	$27.53M	2.8%	+2.3%	0.257%
7/22/2024	Atria Wealth Solutions Inc.	25,324	$1.88M	0.0%	+4.9%	0.018%
7/22/2024	Krilogy Financial LLC	1,095,918	$81.19M	6.0%	-0.4%	0.759%
7/22/2024	Nadler Financial Group Inc.	52,175	$3.87M	0.5%	-3.5%	0.036%
7/22/2024	Focus Financial Network Inc.	388,595	$30.03M	1.3%	-1.2%	0.269%
7/22/2024	Wealthspan Partners LLC	5,594	$414K	0.2%	+28.1%	0.004%
7/22/2024	SeaCrest Wealth Management LLC	59,912	$4.44M	0.5%	+4.5%	0.041%
7/22/2024	M3 Advisory Group LLC	24,127	$1.79M	1.5%	+7.4%	0.017%
7/22/2024	Dakota Wealth Management	54,164	$4.03M	0.1%	+21.0%	0.038%
7/20/2024	First Horizon Advisors Inc.	1,544	$114K	0.0%	-29.8%	0.001%
7/20/2024	Continuum Advisory LLC	3,660	$271K	0.0%	-10.1%	0.003%
7/20/2024	Brand Asset Management Group Inc.	91,731	$6.80M	2.9%	+0.6%	0.064%
7/19/2024	RBA Wealth Management LLC	3,826	$283K	0.1%	-8.5%	0.003%
7/19/2024	Ironwood Financial llc	9,688	$718K	0.2%	-1.7%	0.007%
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7/19/2024	Revolve Wealth Partners LLC	7,347	$544K	0.1%	-2.1%	0.005%
7/19/2024	Raymond James & Associates	38,667	$2.86M	0.0%	-1.5%	0.027%
7/19/2024	Petra Financial Advisors Inc.	63,193	$4.68M	3.4%	+3.2%	0.044%
7/18/2024	Foster Victor Wealth Advisors LLC	52,051	$4.02M	0.3%	-0.5%	0.036%
7/18/2024	Brookstone Capital Management	21,822	$1.69M	0.0%	+5.5%	0.015%
7/18/2024	Blue Trust Inc.	1,148	$87K	0.0%	+51.9%	0.001%
7/18/2024	Hillcrest Wealth Advisors NY LLC	3,332	$247K	0.1%	-8.3%	0.002%
7/18/2024	Pure Financial Advisors LLC	27,531	$2.04M	0.1%	-10.2%	0.019%
7/18/2024	Mayport LLC	4,342	$322K	0.1%	-15.2%	0.003%
7/18/2024	Valley National Advisers Inc.	597	$44K	0.0%	+138.8%	0.000%
7/18/2024	Silver Lake Advisory LLC	12,703	$941K	0.2%	N/A	0.009%
7/17/2024	GenWealth Group Inc.	438,568	$32.49M	8.0%	-0.7%	0.304%
7/17/2024	Whitener Capital Management Inc.	12,984	$962K	0.3%	+1.2%	0.009%
7/17/2024	James J. Burns & Company LLC	118,761	$8.80M	1.7%	+40.0%	0.082%
7/17/2024	Leavell Investment Management Inc.	45,032	$3.36M	0.2%	-2.3%	0.031%
7/17/2024	Murphy Middleton Hinkle & Parker Inc.	69,747	$5.17M	3.0%	+7.6%	0.048%
7/17/2024	AdvisorNet Financial Inc	17,931	$1.33M	0.1%	-7.2%	0.012%
7/17/2024	Capital Advisors Wealth Management LLC	44,781	$3.32M	0.7%	+0.5%	0.031%
7/17/2024	IAG Wealth Partners LLC	3,190	$236K	0.0%	-4.1%	0.002%
7/16/2024	Cornerstone Wealth Management LLC	14,723	$1.09M	0.1%	-7.7%	0.010%
7/16/2024	Envestnet Portfolio Solutions Inc.	252,517	$18.71M	0.1%	+8.1%	0.175%
7/16/2024	Steele Capital Management Inc.	42,859	$3.19M	0.2%	-3.3%	0.030%
7/16/2024	IVC Wealth Advisors LLC	98,428	$7.29M	4.1%	-5.7%	0.068%
7/16/2024	Great Valley Advisor Group Inc.	4,122	$305K	0.0%	N/A	0.003%
7/16/2024	Wealth Enhancement Advisory Services LLC	2,582,373	$191.30M	0.5%	-6.2%	1.788%
7/16/2024	Hart & Patterson Financial Group LLC	33,663	$2.49M	1.2%	+15.0%	0.023%
7/16/2024	EWG Elevate Inc.	118,247	$8.76M	3.2%	-0.8%	0.082%
7/16/2024	Gemmer Asset Management LLC	1,337,883	$99.11M	10.7%	+4.0%	0.927%
7/16/2024	Cooper Financial Group	401,687	$29.76M	4.4%	+19.6%	0.278%
7/16/2024	Emerald Advisors LLC	22,020	$1.63M	0.2%	-3.3%	0.015%
7/16/2024	Sequoia Financial Advisors LLC	75,157	$5.57M	0.1%	-12.8%	0.052%
7/16/2024	Alpha Cubed Investments LLC	27,455	$2.03M	0.1%	+3.8%	0.019%
7/16/2024	Guardian Asset Advisors LLC	13,807	$1.02M	0.8%	-11.1%	0.010%
7/15/2024	Dynamic Advisor Solutions LLC	46,385	$3.44M	0.1%	+2.8%	0.032%
7/15/2024	Newman Dignan & Sheerar Inc.	63,656	$4.72M	1.2%	-8.3%	0.044%
7/15/2024	RFG Advisory LLC	4,581	$339K	0.0%	-43.3%	0.003%
7/15/2024	New Hampshire Trust	8,076	$598K	0.1%	+25.4%	0.006%
7/13/2024	Mirador Capital Partners LP	4,454	$330K	0.1%	+4.1%	0.003%
7/13/2024	Spectrum Asset Management Inc. NB CA	216,571	$16.14M	7.5%	-0.4%	0.150%
7/13/2024	Retirement Planning Group LLC	23,165	$1.72M	0.1%	-16.4%	0.016%
7/13/2024	Cornerstone Wealth Advisors Inc.	189,955	$14.07M	4.2%	-1.1%	0.132%
7/12/2024	Harbor Group Inc.	113,581	$8.41M	2.2%	-2.0%	0.079%
7/12/2024	Thrive Wealth Management LLC	84,062	$6.23M	1.2%	-0.3%	0.058%
7/12/2024	Ignite Planners LLC	4,131	$306K	0.1%	-6.3%	0.003%
7/12/2024	Diversify Advisory Services LLC	7,880	$583K	0.0%	-21.2%	0.005%
7/12/2024	Columbus Macro LLC	20,760	$1.54M	0.6%	-6.3%	0.014%
7/12/2024	Sax Wealth Advisors LLC	10,967	$812K	0.1%	-11.0%	0.008%
7/12/2024	Capital Planning LLC	107,814	$8.03M	2.4%	-1.9%	0.075%
7/12/2024	CRA Financial Services LLC	3,158	$234K	0.0%	-13.6%	0.002%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	324,800	$24.06M	0.5%	-0.5%	0.225%
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7/11/2024	U.S. Capital Wealth Advisors LLC	3,158	$234K	0.0%	-10.1%	0.002%
7/11/2024	Avity Investment Management Inc.	5,383	$399K	0.0%	-19.8%	0.004%
7/11/2024	WBH Advisory Inc.	9,627	$713K	0.1%	-44.9%	0.007%
7/11/2024	CX Institutional	611,661	$45.31M	2.1%	+13.4%	0.424%
7/11/2024	Smith Anglin Financial LLC	25,607	$1.90M	0.2%	-2.9%	0.018%
7/10/2024	Csenge Advisory Group	18,402	$1.36M	0.1%	+45.8%	0.013%
7/10/2024	Gill Capital Partners LLC	125,274	$9.28M	3.6%	+2.5%	0.087%
7/10/2024	CGN Advisors LLC	15,951	$1.18M	0.1%	+5.9%	0.011%
7/10/2024	Aprio Wealth Management LLC	2,849	$211K	0.0%	N/A	0.002%
7/10/2024	Stewardship Advisors LLC	3,950	$293K	0.1%	N/A	0.003%

(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, 762 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. ($845.50M), Sei Investments Co. ($831.70M), Advisor Group Holdings Inc. ($380.63M), Osaic Holdings Inc. ($347.69M), 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 646 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. ($4.63M), Mather Group LLC. ($3.86M), Envestnet Asset Management Inc. ($1.69M), Osaic Holdings Inc. ($1.60M), Bishop & Co Investment Management LLC ($1.31M), Focus Financial Network Inc. ADV ($773.44K), and Advisor Group Holdings Inc. ($567.71K).
How much institutional buying is happening at Schwab U.S. Large-Cap Value ETF?: Institutional investors have bought a total of 34,623,762 shares in the last 24 months. This purchase volume represents approximately $2.31B in transactions.

Which Schwab U.S. Large-Cap Value ETF major shareholders have been selling company stock?: Of the 476 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 ($4.08M), Financial Engines Advisors L.L.C. ($2.37M), Osaic Holdings Inc. ($1.23M), Avantax Planning Partners Inc. ($1.21M), Financial Management Professionals Inc. ($475.87K), FAS Wealth Partners ($474.28K), 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 20,737,793 shares in the last 24 months. This volume of shares sold represents approximately $1.41B in transactions.