Who Owns SCHV?
Schwab U.S. Large-Cap Value ETF — Institutional Ownership & 13F Holdings
$32.38
+0.44 (+1.38%)
Market Cap
$15.7B
Shares Outstanding
461,979,371
Institutional Holders
822
Total Inst. Value
$7.7B
% of Float Held
—
QoQ Holder Change
+384
Institutional data as of Q1 2025
New Positions
255
Closed Positions
55
Increased
243
Decreased
212
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | $1.4B | 53,252,688 |
| 2 | SEI INVESTMENTS CO | $1.1B | 40,641,856 |
| 3 | MATHER GROUP, LLC. | $876.7M | 32,984,784 |
| 4 | OSAIC HOLDINGS, INC. | $307.1M | 11,554,657 |
| 5 | Avantax Planning Partners, Inc. | $266.5M | 10,027,280 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $185.3M | 6,969,917 |
| 7 | Betterment LLC | $118.7M | 4,464,267 |
| 8 | Gemmer Asset Management LLC | $114.5M | 4,308,320 |
| 9 | MONETA GROUP INVESTMENT ADVISORS LLC | $102.0M | 3,837,471 |
| 10 | Savant Capital, LLC | $87.9M | 3,305,222 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| SEI INVESTMENTS CO | +1.7M | $1.1B |
| MATHER GROUP, LLC. | +1.0M | $876.7M |
| OSAIC HOLDINGS, INC. | +1.4M | $307.1M |
| Avantax Planning Partners, Inc. | +99K | $266.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | +4.4M | $185.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Financial Engines Advisors L.L.C. | -2.1M | $1.4B |
| GOLDMAN SACHS GROUP INC | -723K | $2.2M |
| Bank of New York Mellon Corp | -233K | $1.4M |
| May Barnhard Investments LLC | -230K | $8.7M |
| Betterment LLC | -189K | $118.7M |
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Frequently Asked Questions
How many institutional investors hold SCHV?
As of Q1 2025, 822 institutional investors report holding SCHV (Schwab U.S. Large-Cap Value ETF) in their 13F filings.
Which hedge fund owns the most SCHV?
The largest institutional holder of SCHV is Financial Engines Advisors L.L.C. with $1.4B in shares.
Are institutions buying or selling SCHV?
This quarter, 255 institutions opened new positions in SCHV and 55 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.