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

$60.23
-0.31 (-0.51 %)
(As of 02/21/2020 04:00 PM ET)
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Today's Range
$60.02
Now: $60.23▼
$60.34
50-Day Range
$58.66
MA: $60.25▼
$61.03
52-Week Range
$52.83
Now: $60.23▼
$61.10
Volume331,902 shs
Average Volume397,820 shs
Market Capitalization$7.18 billion
P/E RatioN/A
Dividend Yield2.99%
BetaN/A

Institutional Ownership

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

 

Institutional Buying and Selling by Quarter

Schwab U.S. Large-Cap Value ETF (NYSEARCA SCHV) Institutional Buying and Selling

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in Company
2/21/2020Sailer Financial LLC530$32K0.0%N/A0.000%
2/20/2020Cornerstone Wealth Management LLC18,809$1.13M0.2%+7.3%0.016%
2/19/2020BCJ Capital Management LLC7,410$0.45M0.1%-5.8%0.006%
2/18/2020KCM Investment Advisors LLC4,190$0.25M0.0%N/A0.004%
2/18/2020Equitable Holdings Inc.4,755$0.29M0.0%N/A0.004%
2/18/2020Wealthquest Corp4,700$0.28M0.1%-15.3%0.004%
2/18/2020Bridges Investment Management Inc.5,825$0.35M0.0%-4.2%0.005%
2/18/2020Belpointe Asset Management LLC12,673$0.76M0.1%-3.7%0.011%
2/18/2020Colony Group LLC116,955$7.03M0.2%-1.0%0.098%
2/17/2020Ladenburg Thalmann Financial Services Inc.1,899,160$114.29M0.7%+53.8%1.596%
2/14/2020Captrust Financial Advisors456,005$27.56M0.4%+3.1%0.383%
2/14/2020Orion Portfolio Solutions LLC803$48K0.0%N/A0.001%
2/14/2020Jane Street Group LLC37,187$2.24M0.0%N/A0.031%
2/14/2020Advisory Alpha LLC152,843$9.22M2.2%+3.9%0.128%
2/14/2020First Republic Investment Management Inc.13,017$0.78M0.0%+30.1%0.011%
2/14/2020Bank of America Corp DE3,947,715$237.34M0.0%+6.3%3.317%
2/14/2020Visionary Wealth Advisors15,120$0.91M0.2%N/A0.013%
2/14/2020Bank of New York Mellon Corp42,247$2.54M0.0%N/A0.036%
2/14/2020GHP Investment Advisors Inc.222,095$13.35M1.4%+3.7%0.187%
2/14/2020UBS Group AG338,033$20.32M0.0%+3.1%0.284%
2/14/2020Wealthspire Advisors L.P.5,603$0.34M0.0%-24.0%0.005%
2/13/2020361 Capital LLC15,197$0.91M0.3%+16.5%0.013%
2/13/2020Level Four Advisory Services LLC87,634$5.42M0.2%-2.4%0.074%
2/13/2020Sequoia Financial Advisors LLC124,120$7.46M0.5%+4.6%0.104%
2/13/2020Mariner LLC1,094,725$65.82M0.7%+4.8%0.920%
2/13/2020Financial Advisors Network Inc.92,736$5.58M2.6%+84.7%0.078%
2/13/2020Northwestern Mutual Wealth Management Co.15,643$0.94M0.0%+8.3%0.013%
2/13/2020Game Plan Financial Advisors LLC51,552$3.10M2.9%N/A0.043%
2/13/2020Evensky & Katz LLC1,639$98K0.0%-40.5%0.001%
2/13/2020Financial Engines Advisors L.L.C.22,251,215$1.34B6.5%+2.8%18.722%
2/13/2020Mercer Global Advisors Inc. ADV353,233$21.24M0.4%-1.1%0.297%
2/13/2020Sculati Wealth Management LLC40,701$2.45M2.2%N/A0.034%
2/13/2020Thrivent Financial for Lutherans465,561$27.99M0.1%+24.9%0.392%
2/13/2020Blair William & Co. IL676$41K0.0%+619.1%0.001%
2/13/2020Financial Advocates Investment Management41,359$2.49M0.3%+4.4%0.035%
2/13/2020Renaissance Technologies LLC19,100$1.15M0.0%+41.5%0.016%
2/12/2020Gladstone Institutional Advisory LLC206,915$12.44M3.0%+2.3%0.174%
2/12/2020Advisor Group Inc.82,815$4.98M0.0%+113.1%0.070%
2/12/2020Chevy Chase Trust Holdings Inc.1,068$65K0.0%N/A0.001%
2/12/2020Raymond James & Associates4,944$0.30M0.0%+30.7%0.004%
2/12/2020Raymond James Financial Services Advisors Inc.23,559$1.42M0.0%-1.6%0.020%
2/12/2020Citigroup Inc.789$47K0.0%+61.3%0.001%
2/12/2020Mayfair Advisory Group LLC16,208$0.97M3.0%N/A0.014%
2/12/2020Wealthsource Partners LLC51,860$3.12M0.4%-5.5%0.044%
2/11/2020Indie Asset Partners LLC6,881$0.41M0.4%N/A0.006%
2/11/2020First Foundation Advisors6,193$0.37M0.0%+7.3%0.005%
2/11/2020ProVise Management Group LLC138,778$8.34M1.0%+9.3%0.117%
2/11/2020Atria Investments LLC4,207$0.25M0.0%-87.4%0.004%
2/11/2020Pinkerton Retirement Specialists LLC88,415$5.32M1.7%N/A0.075%
2/11/2020Golden State Wealth Management LLC23,161$1.39M0.3%N/A0.019%
2/11/2020Envestnet Asset Management Inc.518,375$31.17M0.0%-97.4%0.437%
2/11/2020Moneta Group Investment Advisors LLC87,492$5.26M0.4%+13.1%0.074%
2/11/2020Total Wealth Planning LLC165,250$9.94M5.3%+0.7%0.139%
2/11/2020Mutual Advisors LLC87,729$5.27M0.6%+26.9%0.074%
2/11/2020PagnatoKarp Partners LLC269,425$16.20M2.8%+1.6%0.227%
2/10/2020Apriem Advisors34,145$2.05M0.4%+1.7%0.029%
2/10/2020BCS Wealth Management16,670$1M0.7%N/A0.014%
2/10/2020Lcnb Corp58,233$3.50M2.1%-3.5%0.049%
2/10/2020Almanack Investment Partners LLC.190,912$11.48M2.2%+4.1%0.161%
2/10/2020Summit Wealth & Retirement Planning Inc.233,659$14.05M6.3%+2.4%0.197%
2/10/2020Red Cedar Investment Management LLC408,542$24.56M6.5%+12.1%0.344%
2/10/2020Bank of Montreal Can18,990$1.14M0.0%+0.9%0.016%
2/10/2020Condor Capital Management72,948$4.39M0.6%+0.5%0.062%
2/10/2020Cary Street Partner Investment Advisory LLC42,082$2.53M2.8%N/A0.035%
2/10/2020Princeton Global Asset Management LLC17,810$1.07M0.4%+6.1%0.015%
2/10/2020BerganKDV Wealth Management LLC93,690$5.63M1.0%N/A0.079%
2/10/2020First Allied Advisory Services Inc.115,653$6.95M0.2%+1.4%0.098%
2/10/2020MUFG Americas Holdings Corp469,806$28.25M0.7%+10.0%0.396%
2/10/2020Strategic Wealth Advisors Group LLC107,589$6.49M0.5%-18.8%0.091%
2/10/2020Private Advisor Group LLC23,474$1.41M0.0%-12.3%0.020%
2/10/2020Cetera Investment Advisers81,635$4.91M0.5%+2.4%0.069%
2/10/2020Cetera Advisor Networks LLC202,337$12.16M0.3%+25.4%0.171%
2/8/2020Integrated Advisors Network LLC4,913$0.30M0.0%N/A0.004%
2/7/2020Resources Investment Advisors LLC.624,948$37.57M3.0%+4.7%0.527%
2/7/2020FMR LLC15,195$0.91M0.0%+2.5%0.013%
2/7/2020Summit Asset Management LLC245,822$14.78M6.3%-0.8%0.207%
2/7/2020Curtis Advisory Group LLC12,469$0.75M0.4%N/A0.011%
2/7/2020SNS Financial Group LLC5,498$0.33M0.1%-22.8%0.005%
2/7/2020Fagan Associates Inc.35,814$2.15M0.7%+39.4%0.030%
2/7/2020Tower Research Capital LLC TRC15,352$0.92M0.1%+25.9%0.013%
2/7/2020Intrust Bank NA5,203$0.31M0.1%+3.6%0.004%
2/7/2020HCR Wealth Advisors667$40K0.0%N/A0.001%
2/7/2020Tatro Capital LLC6,708$0.40M0.4%N/A0.006%
2/7/2020Independent Advisor Alliance37,969$2.28M0.1%N/A0.032%
2/7/2020Blue Chip Wealth Management Inc.21,161$1.27M1.2%+1.3%0.018%
2/7/2020Glassman Wealth Services275,671$16.57M6.3%+0.7%0.232%
2/7/2020PNC Financial Services Group Inc.2,834$0.17M0.0%+47.7%0.002%
2/7/2020Sowell Financial Services LLC9,957$0.60M0.0%+28.9%0.008%
2/6/2020CLS Investments LLC60,366$3.63M0.1%-3.9%0.051%
2/6/2020Ifrah Financial Services Inc.64,754$3.89M1.4%-0.9%0.055%
2/6/2020SlateStone Wealth LLC12,942$0.78M0.2%N/A0.011%
2/6/2020Sei Investments Co.1,421,642$85.48M0.3%+2.2%1.198%
2/6/2020Mengis Capital Management Inc.17,766$1.07M0.3%+1.2%0.015%
2/6/2020Johnson Financial Group LLC55,767$3.35M2.2%N/A0.047%
2/6/2020North Star Asset Management Inc.60,190$3.62M0.3%-0.6%0.051%
2/6/2020Steel Peak Wealth Management LLC3,356$0.20M0.0%N/A0.003%
2/6/2020Boyer & Corporon Wealth Management LLC8,397$0.51M0.2%N/A0.007%
2/6/2020Cedar Brook Financial Partners LLC4,357$0.26M0.1%-17.0%0.004%
2/6/2020Patton Albertson Miller Group LLC17,953$1.08M0.3%-1.0%0.015%
2/6/2020Thompson Investment Management Inc.4,624$0.28M0.0%+4.2%0.004%
(Data available from 1/1/2016 forward)
This page was last updated on 2/22/2020 by MarketBeat.com Staff

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