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

Schwab U.S. Large-Cap Value ETF logo
$35.37 +0.04 (+0.11%)
As of 10:28 AM Eastern
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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)
509
Total
Institutional Inflows
(last 12 months)
$1.37B
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$450.38M
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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
7/12/2026 First Community Trust NA3,585$125K0.1%+201.8%0.001%
7/10/2026 Envision Financial LLC5,762$201K0.1%N/A0.001%
7/10/2026 Whitener Capital Management Inc.51,167$1.78M0.4%+11.9%0.011%
7/10/2026 GenWealth Group Inc.1,681,637$58.54M9.1%-1.3%0.367%
7/10/2026 William Mack & Associates Inc.55,360$1.93M0.7%+14.4%0.012%
7/10/2026 HRC Wealth Management LLC1,302,258$45.33M18.5%-0.5%0.284%
7/10/2026 G&S Capital LLC10,953$381K0.1%+38.8%0.002%
7/10/2026 Lederer & Associates Investment Counsel CA60,241$2.10M1.4%-11.3%0.013%
7/10/2026 Marquette Asset Management LLC22,246$774K0.1%-13.3%0.005%
7/10/2026 Wealthcare Advisory Partners LLC40,380$1.41M0.0%-4.0%0.009%
7/10/2026 Warner Financial Inc.163,018$5.68M1.7%+2.6%0.036%
7/9/2026 Financial Management Professionals Inc.1,721,114$59.91M5.7%-0.3%0.376%
7/9/2026 Revolve Wealth Partners LLC8,701$303K0.0%-6.8%0.002%
7/9/2026 Veery Capital LLC1,196,106$41.64M11.2%+2.4%0.261%
7/9/2026 Friday Financial388,248$13.33M3.6%+23.5%0.085%
7/9/2026 Focus Financial Network Inc.600,252$20.90M0.6%-5.7%0.131%
7/9/2026 Whitaker Myers Wealth Managers LTD.576,393$20.06M3.4%-0.2%0.126%
7/9/2026 Everhart Financial Group Inc.123,969$4.32M0.3%-2.8%0.027%
7/9/2026 Sax Wealth Advisors LLC175,568$6.11M0.2%+170.6%0.038%
7/9/2026 First National Bank of Mount Dora Trust Investment Services6,300$219K0.0%N/A0.001%
7/9/2026 Affinity Capital Advisors LLC138,946$4.80M0.6%-0.8%0.030%
7/9/2026 Valeo Financial Advisors LLC45,756$1.59M0.0%+1.8%0.010%
7/8/2026 Thayer Financial L.L.C.41,552$1.45M1.3%+1.1%0.009%
7/8/2026 Cooper Financial Group2,276,475$79.24M6.6%+6.6%0.497%
7/8/2026 Meriwether Wealth & Planning LLC671,004$23.36M11.6%+2.3%0.147%
7/8/2026 Twin Cities Retirement Group LLC66,506$2.32M2.0%-2.3%0.015%
7/8/2026 Matthew Goff Investment Advisor LLC75,481$2.63M0.4%-1.7%0.016%
7/8/2026 Apella Capital LLC84,360$2.90M0.0%-0.8%0.018%
7/8/2026 Clark Asset Management LLC8,617$300K0.0%+9.6%0.002%
7/8/2026 Evanson Financial LLC9,771$340K0.0%N/A0.002%
7/8/2026 Thrive Wealth Management LLC294,454$10.25M1.3%+2.1%0.064%
7/8/2026 Chapin Davis Inc.12,110$422K0.1%+4.0%0.003%
7/7/2026 Dynamic Advisor Solutions LLC89,148$3.10M0.1%+11.0%0.019%
7/7/2026 Avior Wealth Management LLC244,488$8.51M0.2%-36.8%0.053%
7/7/2026 Crescent Sterling Ltd.9,511$331K0.3%N/A0.002%
7/7/2026 CGN Advisors LLC61,195$2.13M0.2%-1.3%0.013%
7/7/2026 CoreCap Advisors LLC5,674$197K0.0%-26.0%0.001%
7/7/2026 JBGlobal.com LLC555,333$19.33M16.9%-1.4%0.121%
7/2/2026 MassMutual Private Wealth & Trust FSB29,211$1.02M0.0%+4.0%0.006%
7/2/2026 Collective Family Office LLC13,137$457K0.1%+60.9%0.003%
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7/2/2026 CX Institutional792,816$27.60M0.8%-24.9%0.173%
7/2/2026 First County Bank CT40,354$1.41M0.7%-1.8%0.009%
7/1/2026 Adelphi Trust Co27,169$946K0.6%+14.9%0.006%
7/1/2026 Global Wealth Strategies & Associates11,961$416K0.1%-11.9%0.003%
6/23/2026 Ballast Advisors LLC1,194,193$36.42M10.6%+5.2%0.255%
6/18/2026Western Wealth Management LLC22,946$700K0.0%N/A0.005%
6/16/2026Steelhead Wealth Management LLC468,687$14.29M7.2%N/A0.100%
6/10/2026 FAS Wealth Partners Inc.1,068,633$32.59M2.0%-2.9%0.228%
6/3/2026Stillwater Private Wealth LLC102,103$3.11M2.6%N/A0.022%
6/3/2026 NewEdge Advisors LLC150,725$4.60M0.0%+0.3%0.032%
6/1/2026Keel Point LLC50,886$1.55M0.1%-1.1%0.011%
5/29/2026 Asset Dedication LLC60,087$1.83M0.1%-11.5%0.013%
5/27/2026Tenret Co LLC11,717$357K0.2%-12.2%0.003%
5/27/2026 Allen Capital Group LLC116,878$3.57M0.3%+2.7%0.025%
5/26/2026Serenity Investment Advisors961,436$32.03M12.3%+8.5%0.205%
5/22/2026WNY 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%
5/19/2026Western Wealth Management LLC22,946$700K0.0%N/A0.005%
5/19/2026Orographic Financial Advisors LLC6,584$200K0.1%N/A0.001%
5/19/2026 NewEdge Advisors LLC130,096$3.97M0.1%-13.5%0.028%
5/19/2026Bank of America Corp DE1,891,652$57.70M0.0%-0.3%0.404%
5/19/2026Chesapeake 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%
5/18/2026Sunbelt Securities Inc.510,572$15.57M1.0%+25.0%0.109%
5/18/2026 EverSource Wealth Advisors LLC66,892$2.04M0.1%-8.7%0.014%
5/18/2026Royal Bank of Canada753,271$22.98M0.0%+7.2%0.161%
5/16/2026KCM Investment Advisors LLC8,928$272K0.0%+17.4%0.002%
5/16/2026Quantinno Capital Management LP216,463$6.60M0.0%+68.5%0.046%
5/15/2026Northeast 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%
5/15/2026Waverly Advisors LLC718,686$21.92M0.2%+22.8%0.154%
5/14/2026Renaissance Technologies LLC19,800$604K0.0%-58.4%0.004%
5/14/2026Pennington 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%
5/14/2026Modern Wealth Management LLC38,643$1.18M0.0%-3.5%0.008%
5/14/2026Aspen Grove Capital LLC73,705$2.25M0.4%-2.6%0.016%
5/14/2026RMG Wealth Management LLC41,508$1.36M0.2%+801.8%0.009%
5/14/2026Sei 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%
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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%
5/7/2026Earned Wealth Advisors LLC6,902$211K0.0%-7.3%0.001%
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%


SCHV Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,015 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.

Of the 985 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. ($30.50M), Mather Group LLC. ($24.38M), Envestnet Asset Management Inc. ($12.16M), Vantagepoint Investment Advisers LLC ($8.52M), Avantax Planning Partners Inc. ($6.99M), and Valpey Financial Services LLC ($6.25M).

Institutional investors have bought a total of 46,415,230 shares in the last 24 months. This purchase volume represents approximately $1.37B in transactions.

Of the 377 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), Gemmer Asset Management LLC ($756.25K), BNP Paribas Financial Markets ($600.58K), Cape Investment Advisory Inc. ($592.42K), Geneos Wealth Management Inc. ($545K), and LPL Financial LLC ($529.56K).

Institutional investors have sold a total of 15,182,522 shares in the last 24 months. This volume of shares sold represents approximately $450.38M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/12/2026. New 13F filings are added each quarter as they're published.
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