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

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$75.86
+0.22 (+0.29%)
(As of 05/17/2024 ET)
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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)
398
Total
Institutional Inflows
(last 12 months)
$1.21B
Number of
Institutional Sellers
(last 12 months)
335
Total
Institutional Outflows
(last 12 months)
$759.21M
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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
5/17/2024 William Howard & Co Financial Advisors Inc2,711$206K0.2%N/A0.002%
5/17/2024 XML Financial LLC363,201$27.60M2.8%-1.0%0.252%
5/17/2024 Comerica Bank9,287$706K0.0%-25.8%0.006%
5/16/2024 B. Riley Wealth Advisors Inc.15,353$1.17M0.0%-17.2%0.011%
5/16/2024 Vawter Financial Ltd.6,990$531K0.4%+16.2%0.005%
5/16/2024 Waverly Advisors LLC64,471$4.90M0.1%N/A0.045%
5/16/2024 Econ Financial Services Corp9,488$721K0.4%N/A0.007%
5/15/2024 Kestra Advisory Services LLC200,332$15.22M0.1%+41.1%0.139%
5/15/2024 Stonebridge Capital Advisors LLC60,545$4.60M0.4%+0.7%0.042%
5/14/2024 Sheaff Brock Investment Advisors LLC6,988$531K0.0%-5.9%0.005%
5/14/2024 EP Wealth Advisors LLC40,404$3.07M0.0%+0.4%0.028%
5/14/2024 CreativeOne Wealth LLC31,606$2.40M0.1%+709.2%0.022%
5/14/2024 Sculati Wealth Management LLC62,397$4.74M2.0%+0.7%0.043%
5/14/2024 Elgethun Capital Management19,687$1.49M0.4%+2.2%0.014%
5/13/2024 Goepper Burkhardt LLC175,546$13.13M6.1%-3.2%0.122%
5/13/2024Cedar Wealth Management LLC26,309$2.00M0.7%+1.0%0.018%
5/13/2024 Balanced Rock Investment Advisors LLC4,129$314K0.3%-43.4%0.003%
5/13/2024 O Shaughnessy Asset Management LLC9,542$725K0.0%-48.3%0.007%
5/11/2024 Lcnb Corp153,226$11.64M4.2%+7.7%0.106%
5/11/2024 Resurgent Financial Advisors LLC14,366$1.09M0.6%+63.8%0.010%
5/11/2024 Beaumont Financial Advisors LLC13,367$1.02M0.1%-13.2%0.009%
5/11/2024 Northern Capital Management Inc.409,198$31.09M21.7%+23.0%0.283%
5/10/2024 Osaic Holdings Inc.4,575,921$347.69M0.8%-19.2%3.169%
5/10/2024 Blue Barn Wealth LLC6,053$460K0.3%-14.3%0.004%
5/10/2024 Kelman Lazarov Inc.5,384$409K0.1%-10.3%0.004%
5/10/2024 Truepoint Inc.4,130$314K0.0%N/A0.003%
5/10/2024 Nwam LLC10,001$759K0.1%-26.9%0.007%
5/9/2024 Barden Capital Management Inc.34,729$2.64M2.6%-26.0%0.024%
5/9/2024 ProVise Management Group LLC124,424$9.45M0.8%-34.7%0.086%
5/9/2024 Blair William & Co. IL7,376$560K0.0%-9.5%0.005%
5/9/2024 Orion Portfolio Solutions LLC89,548$6.80M0.1%+1.5%0.062%
5/9/2024 HBK Sorce Advisory LLC107,058$8.13M0.3%-1.4%0.074%
5/9/2024 Condor Capital Management15,233$1.16M0.1%-25.6%0.011%
5/9/2024 Koshinski Asset Management Inc.33,836$2.57M0.3%-34.5%0.023%
5/8/2024 Schneider Downs Wealth Management Advisors LP58,668$4.46M1.0%-39.2%0.041%
5/8/2024 MAI Capital Management321,644$24.44M0.3%+151.6%0.223%
5/8/2024 Ethos Financial Group LLC169,263$12.87M2.4%+4.0%0.117%
5/8/2024 Avantax Advisory Services Inc.232,135$17.64M0.2%+54.7%0.161%
5/8/2024 US Bancorp DE140,428$10.67M0.0%-13.6%0.097%
5/8/2024 Watershed Private Wealth LLC17,527$1.33M0.6%-19.9%0.012%
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5/7/2024 WNY Asset Management LLC8,354$635K0.1%-7.0%0.006%
5/7/2024 Sei Investments Co.10,946,307$831.70M1.2%+5.5%7.581%
5/7/2024 Atomi Financial Group Inc.193,757$14.72M1.4%+118.6%0.134%
5/7/2024 BCGM Wealth Management LLC18,922$1.44M0.5%-1.1%0.013%
5/7/2024 PFG Advisors3,168$241K0.0%N/A0.002%
5/7/2024 Guardian Asset Advisors LLC15,536$1.18M1.0%-35.1%0.011%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management142,581$10.83M0.3%-0.4%0.099%
5/7/2024 Wealthspire Advisors LLC11,519$875K0.0%-4.3%0.008%
5/7/2024 Marquette Asset Management LLC9,590$729K0.1%-4.9%0.007%
5/7/2024 Empowered Funds LLC20,555$1.56M0.0%N/A0.014%
5/6/2024 Envestnet Portfolio Solutions Inc.233,584$17.75M0.1%+120.9%0.162%
5/6/2024 Gill Capital Partners LLC122,223$8.88M3.6%+3.5%0.085%
5/6/2024 Kades & Cheifetz LLC4,482$341K0.2%-28.8%0.003%
5/4/2024 PrairieView Partners LLC97,651$7.42M0.9%-4.1%0.068%
5/4/2024 Vista Capital Partners Inc.5,603$426K0.1%-43.7%0.004%
5/4/2024 Essex LLC2,757$209K0.0%N/A0.002%
5/4/2024 Csenge Advisory Group12,618$959K0.1%+1.8%0.009%
5/4/2024 Joseph P. Lucia & Associates LLC6,692$508K0.3%-9.2%0.005%
5/4/2024 Glassman Wealth Services70,749$5.38M1.1%-1.2%0.049%
5/3/2024 Signaturefd LLC22,124$1.68M0.0%-11.7%0.015%
5/3/2024 Embree Financial Group53,635$4.08M0.8%-0.5%0.037%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors6,314$480K0.1%+71.5%0.004%
5/3/2024 Lutz Financial Services LLC2,759$210K0.0%N/A0.002%
5/3/2024 Smith Salley Wealth Management6,816$518K0.0%-12.4%0.005%
5/2/2024 Mutual Advisors LLC192,256$14.61M0.5%-0.1%0.133%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC326,333$24.80M0.6%-3.2%0.226%
5/2/2024 USAdvisors Wealth Management LLC128,319$9.71M3.7%+8.0%0.089%
5/2/2024 Financial Counselors Inc.608,506$46.23M0.8%-6.4%0.421%
5/2/2024 GSB Wealth Management LLC9,683$736K0.2%-23.0%0.007%
5/2/2024 Choreo LLC11,496$873K0.0%+6.0%0.008%
5/2/2024 Schaeffer Financial LLC36,734$2.79M2.8%-0.5%0.025%
5/1/2024 Paces Ferry Wealth Advisors LLC74,794$5.68M3.6%-13.0%0.052%
5/1/2024 Stone Point Wealth LLC7,242$550K0.2%-3.3%0.005%
5/1/2024 KFA Private Wealth Group LLC3,242$246K0.1%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC30,822$2.34M0.0%-7.8%0.021%
5/1/2024 Ballast Advisors LLC379,350$28.82M9.7%+6.4%0.263%
5/1/2024 Klingman & Associates LLC6,284$477K0.0%-9.6%0.004%
5/1/2024 Concourse Financial Group Securities Inc.3,852$293K0.0%-70.5%0.003%
5/1/2024 Mission Wealth Management LP4,998$380K0.0%+58.2%0.003%
5/1/2024 Sequoia Financial Advisors LLC86,205$6.55M0.1%-4.7%0.060%
5/1/2024 Diversify Advisory Services LLC10,003$756K0.0%N/A0.007%
4/30/2024 Private Advisor Group LLC24,467$1.86M0.0%-8.7%0.017%
4/30/2024 J.W. Cole Advisors Inc.29,647$2.25M0.1%+2.5%0.021%
4/30/2024 Curtis Advisory Group LLC68,695$5.22M2.0%+1.0%0.048%
4/30/2024 HB Wealth Management LLC63,508$4.83M0.1%-1.0%0.044%
4/30/2024 SpiderRock Advisors LLC12,413$919K0.0%N/A0.009%
4/30/2024 Mitchell Sinkler & Starr PA500$38K0.0%N/A0.000%
4/30/2024 Valley Forge Investment Consultants Inc. ADV35,151$2.67M1.0%+221.6%0.024%
4/30/2024 JMG Financial Group Ltd.28,561$2.17M0.1%+8.1%0.020%
4/30/2024 Naples Money Management LLC894$68K0.1%N/A0.001%
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4/30/2024 Perigon Wealth Management LLC181,058$13.76M0.4%+4.0%0.125%
4/30/2024 SkyOak Wealth LLC7,927$602K0.1%-3.0%0.005%
4/30/2024 M3 Advisory Group LLC22,458$1.71M1.5%+2.6%0.016%
4/30/2024 Lakeridge Wealth Management LLC5,328$405K0.3%-2.8%0.004%
4/30/2024 Hazlett Burt & Watson Inc.1,886$143K0.1%+77.1%0.001%
4/29/2024Commonwealth Equity Services LLC329,654$25.05M0.0%+0.8%0.228%
4/29/2024 FAS Wealth Partners Inc.415,591$31.58M2.8%-3.6%0.288%
4/29/2024 ETF Store Inc.11,829$899K0.5%+17.4%0.008%
4/29/2024 Meritage Portfolio Management10,271$780K0.0%-30.1%0.007%
4/29/2024 RWA Wealth Partners LLC96,056$7.30M0.1%-1.9%0.066%
(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, 761 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), Sei Investments Co. ($831.70M), Mather Group LLC. ($736.04M), 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 650 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. ($3.24M), Envestnet Asset Management Inc. ($1.69M), Osaic Holdings Inc. ($1.60M), Bishop & Co Investment Management LLC ($1.31M), Wealth Enhancement Advisory Services LLC ($778.39K), and Focus Financial Network Inc. ADV ($773.44K).

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

Institutional investors have bought a total of 34,637,564 shares in the last 24 months. This purchase volume represents approximately $2.29B 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 ($3.90M), Financial Engines Advisors L.L.C. ($2.37M), Avantax Planning Partners Inc. ($1.80M), Osaic Holdings Inc. ($1.23M), 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 21,365,505 shares in the last 24 months. This volume of shares sold represents approximately $1.45B in transactions.


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This page (NYSEARCA:SCHV) was last updated on 5/19/2024 by MarketBeat.com Staff

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