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

Schwab U.S. Large-Cap Value ETF logo
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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)
739
Total
Institutional Inflows
(last 12 months)
$5.55B
Number of
Institutional Sellers
(last 12 months)
253
Total
Institutional Outflows
(last 12 months)
$131.00M
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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
4/28/2025Meritage Portfolio Management31,236$830K0.1%-18.9%0.007%
4/28/2025Global Strategic Investment Solutions LLC525,273$13.96M1.6%-0.9%0.116%
4/28/2025Private Trust Co. NA2,788$74K0.0%+30,877.8%0.001%
4/28/2025Arbor Trust Wealth Advisors LLC124,232$3.30M1.5%-2.0%0.028%
4/28/2025Vermillion Wealth Management Inc.2,093$56K0.0%-25.4%0.000%
4/28/2025Von Berge Wealth Management Group LLC153,273$3.93M2.5%+2.1%0.034%
4/28/2025RKL Wealth Management LLC169,813$4.51M0.4%-10.2%0.038%
4/25/2025 JNBA Financial Advisors2,067$55K0.0%-16.6%0.000%
4/25/2025 Mather Group LLC.32,984,784$876.74M10.1%+3.2%7.310%
4/25/2025 Lodestar Private Asset Management LLC24,687$656K0.1%-6.8%0.005%
4/25/2025 Smith Salley Wealth Management16,319$434K0.0%-3.6%0.004%
4/25/2025 K2 Financial Inc.43,071$1.06M1.0%-1.6%0.010%
4/25/2025 G&S Capital LLC7,822$208K0.1%N/A0.002%
4/25/2025 Essex LLC7,711$205K0.0%-6.8%0.002%
4/25/2025 Altus Wealth Group LLC135,572$3.60M1.7%+3.2%0.030%
4/25/2025 Perissos Private Wealth Management LLC7,577$201K0.2%N/A0.002%
4/25/2025 Valley National Advisers Inc.3,864$102K0.0%+84.9%0.001%
4/25/2025 Ameritas Advisory Services LLC18,163$480K0.0%-4.1%0.004%
4/25/2025 Waterfront Wealth Inc.10,182$271K0.1%-8.2%0.002%
4/25/2025 Citizens National Bank Trust Department2,965$79K0.0%-17.6%0.001%
4/25/2025 Emerald Advisors LLC67,358$1.79M0.2%-0.8%0.015%
4/25/2025 Joel Isaacson & Co. LLC7,658$204K0.0%N/A0.002%
4/25/2025 Guardian Asset Advisors LLC10,731$279K0.2%-29.3%0.002%
4/25/2025 Capital Advisors Wealth Management LLC149,714$3.98M0.7%+5.7%0.033%
4/24/2025 Sunbelt Securities Inc.177,010$4.71M0.4%-1.8%0.039%
4/24/2025 Tsfg LLC2,088$55K0.0%N/A0.000%
4/24/2025 Kessler Investment Group LLC1,086$29K0.0%N/A0.000%
4/24/2025 ZynergyRetirementPlanningLLC123,450$3.22M2.3%+176.1%0.027%
4/24/2025 Santori & Peters Inc.32,459$863K0.3%-13.6%0.007%
4/24/2025 Hidden Cove Wealth Management LLC34,325$912K0.7%-2.8%0.008%
4/24/2025 Nadler Financial Group Inc.187,645$4.99M0.6%+2.4%0.042%
4/23/2025 KPP Advisory Services LLC120,527$3.20M0.6%+7.7%0.027%
4/23/2025 LifeSteps Financial Inc.14,351$381K0.3%-3.6%0.003%
4/23/2025 Creative Financial Designs Inc. ADV15,469$411K0.0%-12.3%0.003%
4/23/2025 Sequoia Financial Advisors LLC230,264$6.12M0.0%+6.0%0.051%
4/23/2025 Pure Financial Advisors LLC89,290$2.37M0.0%-1.5%0.020%
4/23/2025 SOL Capital Management CO46,849$1.25M0.1%+11.3%0.010%
4/23/2025 Perigon Wealth Management LLC584,372$15.53M0.4%+2.4%0.130%
4/23/2025 White Pine Investment CO334,668$8.90M2.4%-2.4%0.074%
4/23/2025 HBK Sorce Advisory LLC294,081$7.82M0.2%+1.7%0.065%
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4/23/2025 Independent Solutions Wealth Management LLC306,035$8.13M1.8%+3.7%0.068%
4/23/2025 Spire Wealth Management17,196$457K0.0%-52.6%0.004%
4/23/2025 Saxony Capital Management LLC123,908$3.29M2.9%N/A0.027%
4/23/2025 Embree Financial Group167,402$4.45M0.7%+1.1%0.037%
4/23/2025 Consolidated Portfolio Review Corp132,659$3.53M0.6%+5.1%0.029%
4/23/2025 GHP Investment Advisors Inc.973,372$25.87M1.2%+1.2%0.216%
4/23/2025 Mokosak Advisory Group LLC2,865,572$76.17M23.5%+2.5%0.635%
4/23/2025 Chapin Davis Inc.11,047$294K0.1%+198.5%0.002%
4/23/2025 Continuum Advisory LLC2,301$61K0.0%-65.5%0.001%
4/22/2025 Diversified Portfolios Inc.322,064$8.56M0.9%+7.1%0.071%
4/22/2025 XML Financial LLC1,169,593$31.09M2.9%-2.3%0.259%
4/22/2025 M3 Advisory Group LLC91,610$2.44M1.9%+1.4%0.020%
4/22/2025 Friday Financial231,748$6.20M3.7%+2.0%0.051%
4/22/2025 Cambridge Investment Research Advisors Inc.586,530$15.59M0.1%+22.5%0.130%
4/22/2025 Moisand Fitzgerald Tamayo LLC64,346$1.71M0.2%-5.5%0.014%
4/22/2025 Sage Financial Group Inc.784,094$20.84M1.7%-1.3%0.174%
4/22/2025 Lighthouse Wealth Management Inc.159,192$4.23M3.9%+2.5%0.035%
4/22/2025 Garde Capital Inc.629,057$16.72M0.9%+0.1%0.139%
4/22/2025 Weaver Capital Management LLC85,488$2.27M0.6%-1.1%0.019%
4/22/2025 Hill Island Financial LLC9,801$261K0.1%-87.7%0.002%
4/22/2025 Retirement Planning Group LLC NY10,435$277K0.3%N/A0.002%
4/22/2025 Appleton Partners Inc. MA7,920$211K0.0%N/A0.002%
4/22/2025 Petra Financial Advisors Inc.205,502$5.46M4.5%+3.8%0.046%
4/22/2025 Carret Asset Management LLC22,518$599K0.1%+3.0%0.005%
4/21/2025 L.M. Kohn & Company24,266$645K0.2%N/A0.005%
4/21/2025 Meriwether Wealth & Planning LLC668,002$17.76M11.6%+21.5%0.148%
4/21/2025 LongView Wealth Management37,822$1.01M0.3%-9.8%0.008%
4/21/2025 DecisionMap Wealth Management LLC13,244$352K0.3%-3.0%0.003%
4/21/2025 Brady Martz Wealth Solutions LLC1,588,699$42.23M9.6%-2.6%0.352%
4/21/2025 United Advisor Group LLC13,817$367K0.1%+12.7%0.003%
4/21/2025 Compass Capital Corp MA ADV40,322$981K0.5%-41.3%0.009%
4/21/2025 Envestnet Portfolio Solutions Inc.1,039,264$27.62M0.1%+4.0%0.230%
4/21/2025 Well Done LLC26,265$685K0.1%+200.0%0.006%
4/21/2025 Wealthspan Partners LLC15,493$412K0.2%-7.7%0.003%
4/21/2025 Johnson Investment Counsel Inc.22,818$607K0.0%-31.1%0.005%
4/21/2025 Aspiriant LLC46,166$1.23M0.0%-12.2%0.010%
4/21/2025 Kiley Juergens Wealth Management LLC43,013$1.14M0.3%+6.5%0.010%
4/21/2025 Warner Financial Inc.137,043$3.64M1.6%+6.5%0.030%
4/21/2025 Accelerate Investment Advisors LLC12,200$324K0.3%-45.9%0.003%
4/18/2025 Mayfair Advisory Group LLC21,811$580K0.3%+9.0%0.005%
4/18/2025 Clayton Financial Group LLC36,537$971K0.4%-3.5%0.008%
4/17/2025 Cornerstone Wealth Advisors Inc.577,134$15.34M4.3%-0.6%0.129%
4/17/2025 Columbus Macro LLC249,972$6.64M0.9%-2.0%0.056%
4/17/2025 Pflug Koory LLC1,758$47K0.0%-27.3%0.000%
4/17/2025 Christensen King & Associates Investment Services Inc.285,908$7.67M3.6%+1.7%0.064%
4/17/2025 Hanson & Doremus Investment Management2,175$58K0.0%+23.1%0.000%
4/17/2025 Stewardship Advisors LLC58,570$1.56M0.4%+9.7%0.013%
4/17/2025 Hengehold Capital Management LLC14,507$386K0.0%+22.8%0.003%
4/17/2025 Brighton Jones LLC19,421$516K0.0%-31.8%0.004%
4/17/2025 Ritholtz Wealth Management8,052$214K0.0%N/A0.002%
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4/17/2025 Affinity Capital Advisors LLC151,682$3.77M0.7%-0.9%0.034%
4/17/2025 Dynamic Advisor Solutions LLC161,217$4.29M0.1%N/A0.036%
4/17/2025 Cliftonlarsonallen Wealth Advisors LLC774,249$20.58M0.4%-13.4%0.173%
4/17/2025 Missouri Trust & Investment Co4,470$119K0.0%-11.8%0.001%
4/16/2025 Hoey Investments Inc.33,167$882K0.2%-3.7%0.007%
4/16/2025 IAG Wealth Partners LLC9,000$239K0.0%-6.0%0.002%
4/16/2025 Wealth Enhancement Advisory Services LLC6,969,917$185.26M0.4%-8.4%1.561%
4/16/2025 Noble Family Wealth LLC671,320$17.84M4.9%-2.8%0.150%
4/16/2025 Steele Capital Management Inc.113,800$3.03M0.2%-1.6%0.025%
4/16/2025 Kelly Financial Group LLC90,384$2.40M0.4%-10.8%0.020%
(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, 886 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. ($1.44B), Sei Investments Co. ($1.01B), Mather Group LLC. ($876.74M), Envestnet Asset Management Inc. ($415.21M), Osaic Holdings Inc. ($347.69M), Avantax Planning Partners Inc. ($258.82M), and Mariner LLC ($207.28M).Learn more on SCHV's institutional investors.

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

Of the 832 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: Financial Engines Advisors L.L.C. ($35.95M), Sei Investments Co. ($30.65M), Mather Group LLC. ($24.83M), Envestnet Asset Management Inc. ($12.41M), Avantax Planning Partners Inc. ($6.66M), Mariner LLC ($5.37M), and Wealth Enhancement Advisory Services LLC ($5.27M).

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

Institutional investors have bought a total of 231,410,295 shares in the last 24 months. This purchase volume represents approximately $5.97B in transactions.

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

Of the 455 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 ($4.63M), Osaic Holdings Inc. ($1.23M), Financial Management Professionals Inc. ($475.87K), Mather Group LLC. ($425.02K), LPL Financial LLC ($404.56K), FAS Wealth Partners Inc. ($383.25K), and US Bancorp DE ($343.95K).

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

Institutional investors have sold a total of 15,500,631 shares in the last 24 months. This volume of shares sold represents approximately $377.20M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 4/28/2025 by MarketBeat.com Staff
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