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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)
764
Total
Institutional Inflows
(last 12 months)
$5.69B
Number of
Institutional Sellers
(last 12 months)
292
Total
Institutional Outflows
(last 12 months)
$238.56M
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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
6/16/2025Lynx Investment Advisory16,623$442K0.3%+21.2%0.004%
5/28/2025Vista Cima Wealth Management LLC160,000$4.25M3.1%N/A0.035%
5/21/2025Westbourne Investments Inc.31,918$848K0.5%-2.6%0.007%
5/21/2025Geneos Wealth Management Inc.584,565$15.54M0.5%+356.2%0.128%
5/20/2025Focus Partners Wealth382,061$10.16M0.0%+41.3%0.084%
5/20/2025Aspen Investment Management Inc9,822$261K0.1%+7.8%0.002%
5/19/2025Jane Street Group LLC25,331$673K0.0%-46.2%0.006%
5/19/2025SageView Advisory Group LLC16,162$430K0.0%-4.2%0.004%
5/19/2025Game Plan Financial Advisors LLC201,219$5.35M2.6%-27.4%0.044%
5/19/2025SCS Capital Management LLC115,739$3.08M0.0%N/A0.025%
5/16/2025Signature Estate & Investment Advisors LLC29,107$774K0.0%-9.0%0.006%
5/16/2025Everstar Asset Management LLC9,654$253K0.0%N/A0.002%
5/16/2025Goldman Sachs Group Inc.84,529$2.25M0.0%-89.5%0.019%
5/16/2025Cape Investment Advisory Inc.601,199$15.98M6.4%-1.1%0.132%
5/16/2025Jones Financial Companies Lllp258,752$6.88M0.0%+2,773.1%0.057%
5/16/2025Financial Strategies Group Inc.74,974$1.88M0.4%+9.5%0.016%
5/16/2025Pinnacle Family Advisors LLC145,323$3.86M2.1%+92.2%0.032%
5/16/2025NewEdge Advisors LLC92,533$2.46M0.0%+9.9%0.020%
5/16/2025Integrated Wealth Concepts LLC256,003$6.81M0.1%+5.7%0.056%
5/16/2025Jentner Corp49,419$1.31M0.4%-1.8%0.011%
5/16/2025AQR Capital Management LLC35,409$941K0.0%+179.6%0.008%
5/15/2025EP Wealth Advisors LLC141,900$3.77M0.0%-4.7%0.031%
5/15/2025GW Henssler & Associates Ltd.52,559$1.40M0.1%+187.1%0.012%
5/15/2025Focus Partners Advisor Solutions LLC1,928,744$51.27M0.8%-2.4%0.424%
5/15/2025Royal Bank of Canada541,074$14.38M0.0%+94.2%0.119%
5/15/2025Betterment LLC4,464,267$118.66M0.3%-4.1%0.981%
5/15/2025MAI Capital Management976,571$25.96M0.2%+1.1%0.215%
5/15/2025Calton & Associates Inc.14,961$398K0.1%N/A0.003%
5/15/2025Vista Cima Wealth Management LLC160,000$4.25M1.9%N/A0.035%
5/15/2025Certior Financial Group LLC14,413$383K0.3%-24.4%0.003%
5/15/2025Baird Financial Group Inc.123,805$3.29M0.0%-4.2%0.027%
5/15/2025WPG Advisers LLC28,613$761K0.7%N/A0.006%
5/15/2025Tortoise Investment Management LLC70,544$1.88M0.2%+5.4%0.015%
5/15/2025Oarsman Capital Inc.16,120$428K0.1%+29.9%0.004%
5/14/2025Wealth Preservation Advisors LLC16,886$449K0.3%N/A0.004%
5/14/2025Paces Ferry Wealth Advisors LLC216,866$5.76M2.9%-0.9%0.048%
5/14/2025Ieq Capital LLC84,452$2.25M0.0%+94.4%0.019%
5/14/2025CreativeOne Wealth LLC134,882$3.59M0.1%+52.1%0.030%
5/14/2025Per Stirling Capital Management LLC.234,878$6.24M0.9%+3.5%0.052%
5/14/2025Comerica Bank24,750$658K0.0%-17.6%0.005%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/14/2025Ally Invest Advisors Inc.809,786$21.52M1.8%+9.3%0.178%
5/14/2025Smartleaf Asset Management LLC23,589$621K0.1%+65.9%0.005%
5/14/2025Northwestern Mutual Wealth Management Co.659,803$17.54M0.0%-10.3%0.145%
5/14/2025Haverford Trust Co40,755$1.08M0.0%-3.5%0.009%
5/14/2025Kestra Advisory Services LLC531,139$14.12M0.1%-28.6%0.117%
5/14/2025Broadview Financial Management LLC93,447$2.48M1.9%-1.0%0.021%
5/14/2025Compound Planning Inc.1,494,078$39.71M1.8%+10.0%0.328%
5/14/2025Ameriprise Financial Inc.1,645,478$43.73M0.0%+10.4%0.361%
5/14/2025CW Advisors LLC414,078$11.01M0.1%+0.4%0.091%
5/14/2025Summit Financial LLC42,089$1.12M0.0%-78.2%0.009%
5/14/2025Joseph P. Lucia & Associates LLC16,148$429K0.2%-10.4%0.004%
5/14/2025Capital Analysts LLC14,677$390K0.0%+9.2%0.003%
5/14/2025Tradition Wealth Management LLC934,553$24.84M2.2%+1.3%0.205%
5/14/2025ZEGA Investments LLC62,582$1.66M0.3%N/A0.014%
5/14/2025Berkshire Asset Management LLC PA229,957$6.03M0.3%-17.2%0.051%
5/14/2025Financial Advisors Network Inc.869,155$23.10M3.8%+3.5%0.191%
5/14/2025RWA Wealth Partners LLC281,417$7.48M0.1%+0.7%0.062%
5/13/2025Mill Creek Capital Advisors LLC40,336$1.07M0.0%+3.9%0.009%
5/13/2025Seek First Inc.483,938$12.86M11.4%N/A0.106%
5/13/2025LWM Advisors Inc.12,010$315K0.3%N/A0.003%
5/13/2025Raymond James Financial Inc.559,861$14.88M0.0%+1.3%0.123%
5/13/2025Cresset Asset Management LLC248,221$6.60M0.0%+1.5%0.055%
5/13/2025Schneider Downs Wealth Management Advisors LP191,224$5.08M0.9%+0.5%0.042%
5/13/2025Compass Advisory Group LLC105,601$2.81M1.0%-1.3%0.023%
5/13/2025Long Island Wealth Management Inc.50,994$1.36M0.8%+5.7%0.011%
5/13/2025Kovitz Investment Group Partners LLC24,170$642K0.0%+129.3%0.005%
5/13/2025Evensky & Katz LLC3,185$85K0.0%-10.8%0.001%
5/13/2025NFP Retirement Inc.44,359$1.18M0.1%-22.8%0.010%
5/13/2025HRC Wealth Management LLC1,199,842$31.89M19.8%+1.0%0.264%
5/13/2025WESCAP Management Group Inc.19,963$531K0.1%+5.0%0.004%
5/13/2025Dagco Inc.1,041$28K0.0%N/A0.000%
5/13/2025Russell Investments Group Ltd.5,951$158K0.0%+40.1%0.001%
5/13/2025HighTower Advisors LLC2,228,321$59.23M0.1%+0.5%0.489%
5/12/2025Keeler & Nadler Financial Planning & Wealth Management599,243$15.77M7.1%+7.8%0.132%
5/12/2025Financial Engines Advisors L.L.C.53,252,688$1.42B3.0%-3.8%11.697%
5/12/2025Meridian Wealth Management LLC168,844$4.49M0.2%+3.3%0.037%
5/12/2025Independent Advisor Alliance12,751$339K0.0%-88.8%0.003%
5/12/2025SouthState Corp36,574$972K0.0%+18,096.0%0.008%
5/12/2025Northeast Financial Group Inc.207,192$5.51M1.9%+16.0%0.046%
5/12/2025Cooper Financial Group1,569,301$41.71M5.5%+9.7%0.345%
5/12/2025Athena Investment Management38,810$1.03M0.6%-2.0%0.009%
5/12/2025Robinson Smith Wealth Advisors LLC25,450$676K0.6%+218.4%0.006%
5/12/2025Berger Financial Group Inc77,534$2.06M0.1%-6.1%0.017%
5/12/2025True North Advisors LLC68,438$1.82M0.3%N/A0.015%
5/12/2025Benjamin Edwards Inc.25,099$667K0.0%+53.3%0.006%
5/12/2025Lcnb Corp477,173$12.68M4.7%+0.8%0.105%
5/12/2025Avant Capital LLC198,891$5.29M4.4%+2.1%0.044%
5/12/2025Townsquare Capital LLC146,727$3.90M0.0%+1.5%0.032%
5/12/2025Truepoint Inc.11,051$294K0.0%-4.3%0.002%
5/9/2025Northern Capital Management Inc.1,175,952$31.26M20.4%-1.7%0.261%
Trump’s Exec Order #14154 could be a “Millionaire-Maker” (Ad)

Former Presidential Advisor, Jim Rickards, says Trump could “rewire our economy and hand millions of Americans a chance at true financial independence in the months ahead.” We recently sat down with Rickards to capture all the key details on tape.

For the moment, you can watch this interview free of charge – just click here.
5/9/2025Blue Barn Wealth LLC20,109$534K0.3%-3.5%0.004%
5/9/2025Altfest L J & Co. Inc.47,795$1.27M0.2%-68.3%0.011%
5/9/2025Chicago Partners Investment Group LLC18,182$474K0.0%+3.1%0.004%
5/9/2025Elgethun Capital Management73,488$1.95M0.4%+14.5%0.016%
5/9/2025Briaud Financial Planning Inc2,112$56K0.0%+35.6%0.000%
5/9/2025Leeward Financial Partners LLC170,213$4.52M1.7%+0.4%0.038%
5/9/2025WealthShield Partners LLC353,726$9.40M1.2%+1.5%0.078%
5/9/2025Exencial Wealth Advisors LLC250,152$6.65M0.2%+1.6%0.055%
5/9/2025PrairieView Partners LLC226,973$6.03M0.6%-6.8%0.050%
5/9/2025Wealthspire Advisors LLC44,601$1.19M0.0%-5.3%0.010%
(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, 903 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. ($1.42B), Sei Investments Co. ($1.01B), Mather Group LLC. ($876.74M), Envestnet Asset Management Inc. ($438.28M), Osaic Holdings Inc. ($347.69M), Avantax Planning Partners Inc. ($266.53M), and Mariner LLC ($207.28M).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 852 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. ($35.95M), Sei Investments Co. ($30.33M), Mather Group LLC. ($24.20M), Envestnet Asset Management Inc. ($12.76M), Avantax Planning Partners Inc. ($6.76M), 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 218,055,842 shares in the last 24 months. This purchase volume represents approximately $5.69B in transactions.

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

Of the 291 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. ($2.11M), Wealth Enhancement Advisory Services LLC ($842.96K), Goldman Sachs Group Inc. ($722.88K), Mather Group LLC. ($382.16K), OneDigital Investment Advisors LLC ($284.39K), Bank of New York Mellon Corp ($233.26K), and Dodds Wealth LLC ($213.99K).

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

Institutional investors have sold a total of 9,030,667 shares in the last 24 months. This volume of shares sold represents approximately $238.56M in transactions.


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This page (NYSEARCA:SCHV) was last updated on 7/2/2025 by MarketBeat.com Staff
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