Who Owns Schwab U.S. Large-Cap Value ETF (SCHV)?Hedge Fund & Institutional Holders

$30.66+0.02 (+0.06%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -3

Price History

$23.55$25.72$27.90$30.07$32.24Sep 24Jun 25Mar 26

SCHV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Avantax Planning Partners, Inc.New Position+10.2M+$301.0B
Mokosak Advisory Group, LLCNew Position+3.0M+$90.3B
Krilogy Financial LLCNew Position+2.9M+$88.3B
SEI INVESTMENTS COIncreased+1.4M+$63.8B
BANK OF AMERICA CORP /DE/Increased+74K+$54.9B
SUMMIT WEALTH & RETIREMENT PLANNING, INC.New Position+1.7M+$50.6B
AMERIPRISE FINANCIAL INCIncreased+1.3M+$38.1B
DRAVO BAY LLCNew Position+1.3M+$38.0B
FAS Wealth Partners, Inc.New Position+1.1M+$32.6B
Midwest Trust CoNew Position+1.1M+$32.5B
GHP Investment Advisors, Inc.New Position+1.0M+$29.8B
Persium Advisors, LLCNew Position+845K+$25.0B
Noble Family Wealth, LLCNew Position+729K+$21.6B
Ethos Financial Group, LLCNew Position+682K+$20.2B
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENTNew Position+680K+$20.1B

SCHV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Financial Engines Advisors L.L.C.Decreased-1.1M-$1.5T
MONETA GROUP INVESTMENT ADVISORS LLCDecreased-13K-$137.7B
LPL Financial LLCDecreased-530K-$110.0B
WELLINGTON MANAGEMENT GROUP LLPClosed Position-2.4M-$68.7B
CLIFTONLARSONALLEN WEALTH ADVISORS, LLCDecreased-22K-$20.9B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-674K-$19.9B
CAPTRUST FINANCIAL ADVISORSDecreased-6K-$19.1B
Waverly Advisors, LLCDecreased-5K-$17.2B
JBGlobal.com LLCClosed Position-588K-$17.1B
Allworth Financial LPDecreased-9K-$12.1B
RWA WEALTH PARTNERS, LLCDecreased-8K-$11.6B
Empirical Financial Services, LLC d.b.a. Empirical Wealth ManagementDecreased-3K-$11.3B
OSAIC HOLDINGS, INC.Decreased-456K-$10.3B
EWG Elevate Inc.Closed Position-352K-$10.2B
HBK Sorce Advisory LLCDecreased-9K-$8.7B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1SEI INVESTMENTS CO45,783,122$1.4T1337.49%Share
2Avantax Planning Partners, Inc.10,187,907$301.0B8.42%Share
3OSAIC HOLDINGS, INC.8,933,645$264.0B385.76%Share
4Mokosak Advisory Group, LLC3,048,461$90.3B22.65%Share
5Krilogy Financial LLC2,858,209$88.3B3.00%Share
6AMERIPRISE FINANCIAL INC2,788,401$82.0B18.53%Share
7UBS Group AG2,469,926$73.1B11.86%Share
8OSAIC HOLDINGS, INC.2,244,339$66.0B96.44%Share
9Compound Planning, Inc.2,085,723$61.8B1.81%Share
10EXCHANGE TRADED CONCEPTS, LLC2,035,286$60.3B458.49%Share
11SUMMIT WEALTH & RETIREMENT PLANNING, INC.1,707,367$50.6B11.90%Share
12UNITED CAPITAL FINANCIAL ADVISORS, LLC1,663,283$49.0B295.04%Share
13HRC WEALTH MANAGEMENT, LLC1,287,146$38.1B18.25%Share
14DRAVO BAY LLC1,284,821$38.0B15.81%Share
15Brady Martz Wealth Solutions, LLC1,228,737$36.4B6.41%Share
16BALLAST ADVISORS LLC1,135,506$33.6B9.27%Share
17Veery Capital, LLC1,135,273$33.6B10.32%Share
18BANK OF AMERICA CORP /DE/1,120,025$33.0B2.40%Share
19Northern Capital Management, Inc.1,110,791$32.9B17.38%Share
20FAS Wealth Partners, Inc.1,100,145$32.6B2.10%Share
21Midwest Trust Co1,096,794$32.5B405.21%Share
22Dodds Wealth, LLC1,063,270$31.5B7.72%Share
23OneDigital Investment Advisors LLC1,041,603$30.0B294.03%Share
24GHP Investment Advisors, Inc.1,004,820$29.8B1.22%Share
25Ally Invest Advisors Inc.952,375$28.2B1.95%Share
26Tradition Wealth Management, LLC934,474$27.7B1.99%Share
27Persium Advisors, LLC845,184$25.0B18.06%Share
28SAGE FINANCIAL GROUP INC781,637$23.1B1.53%Share
29Meriwether Wealth & Planning, LLC763,768$22.6B12.75%Share
30BANK OF AMERICA CORP /DE/744,907$22.0B1.60%Share
31JPMORGAN CHASE & CO758,848$22.0B1.38%Share
32RAYMOND JAMES FINANCIAL INC743,731$22.0B6.84%Share
33Noble Family Wealth, LLC729,490$21.6B4.55%Share
34Ethos Financial Group, LLC682,207$20.2B1.49%Share
35KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT680,325$20.1B6.98%Share
36Seneca Financial Advisors LLC652,944$19.3B5.88%Share
37LCNB CORP651,600$19.3B6.46%Share
38Focus Partners Wealth651,288$19.0B21.65%Share
39Cornerstone Wealth Advisors, Inc.628,884$18.6B4.33%Share
40Denver PWM, LLC661,822$18.3B6.12%Share
41Northeast Financial Group, Inc.606,420$18.0B4.06%Share
42Garde Capital, Inc.603,074$17.9B1.06%Share
43Mutual Advisors, LLC599,323$17.7B0.38%Share
44Cape Investment Advisory, Inc.593,253$17.0B5.23%Share
45ROYAL BANK OF CANADA595,275$17.0B2.77%Share
46Whitaker-Myers Wealth Managers, LTD.553,330$16.4B3.42%Share
47Seek First Inc.540,874$16.0B11.04%Share
48Payne Capital Management, LLC529,661$15.7B4.95%Share
49Farther Finance Advisors, LLC507,880$15.0B161.12%Share
50Martel Wealth Advisors Inc498,411$14.8B2.52%Share

SCHV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025901$4.3T+460
Q3 2025441$5.5T-373
Q2 2025814$7.6T-8
Q1 2025822$7.7T+200
Q4 2024622$959.3T+162
Q3 2024460$1769.9T+6
Q2 2024454$1604.7T+16
Q1 2024438$1191.6T—

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As of Q4 2025, 50 institutional investors hold SCHV (Schwab U.S. Large-Cap Value ETF). The largest holder is SEI INVESTMENTS CO with $1.4T in shares. This quarter, 12 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SCHV?

As of Q4 2025, 50 institutional investors report holding SCHV (Schwab U.S. Large-Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of SCHV?

The largest institutional holder of SCHV is SEI INVESTMENTS CO with $1.4T in shares.

Is institutional ownership of SCHV increasing or decreasing?

This quarter, 12 institutions opened new positions in SCHV and 3 closed their positions.