SCHWAB US LARGE-CAP VALUE (SCHV) Institutional Ownership Changes & 13F Activity

SCHWAB US LARGE-CAP VALUE (SCHV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Ameriprise Financial Inc, Osaic Holdings, Inc., Financial Engines Advisors L.L.C., Serenity Investment Advisors, and Cerity Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+459+300.0%612$21.30KQ2 2026Sep 15, 2026
Anchor Investment Management, LlcBuy+5+0.1%7,883$274.41KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-2,607-1.0%254,346$8.85MQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+140,219+99.2%281,513$9.80MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-13,855-14.4%82,048$2.86MQ2 2026Aug 27, 2026
Serenity Investment AdvisorsBuy+979,372979,372$34.08MQ2 2026Aug 24, 2026
Gill Capital Partners, LlcSell-16,661-4.3%368,785$12.84MQ2 2026Aug 20, 2026
Forefront Wealth Partners, LlcBuy+7,8857,885$274.50KQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-17,168-5.3%304,020$10.58MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+589+4.4%14,051$489.12KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+44,859+1.2%3,917,972$136.38MQ2 2026Aug 18, 2026
Denver Pwm, LlcBuy+10,307+2.0%532,138$18.82MQ2 2026Aug 18, 2026
North Star Asset Management IncBuy+9,760+7.6%137,343$4.78MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+525525$18.27KQ2 2026Aug 18, 2026
United Capital Financial Advisors, LlcSell-25,832-1.6%1,599,656$55.72MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+19,34019,340$673.23KQ2 2026Aug 17, 2026
Payne Capital Management, LlcBuy+16,847+3.1%560,537$19.51MQ2 2026Aug 17, 2026
Balanced Rock Investment Advisors LlcBuy+5,8875,887$204.93KQ2 2026Aug 17, 2026
Coastal Bridge Advisors, LlcSell-2,101-13.1%13,929$484.88KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+1,0701,070$37.27KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Buy+962+8.8%11,919$415.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+838+1.7%50,936$1.77MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcSell-738-0.9%77,109$2.68MQ2 2026Aug 17, 2026
Caitlin John, LlcBuy+700700$24.37KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-129-1.9%6,638$228.69KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+2,705,3412,705,341$94.19MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-2,367,233-21.0%8,912,979$310.27MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Sell-1,928,543-4.0%46,499,260$1.62BQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+640,992+58.1%1,744,278$40.96MQ2 2026Aug 14, 2026
Tudor Investment Corp Et AlBuy+359,920+117.2%667,145$23.22MQ2 2026Aug 14, 2026
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Frequently asked questions about SCHV activity

  • Which institutional owners are buying SCHV?

    Institutional owners buying SCHV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHV activity?

    "Buy" means an investor increased their reported position in SCHV compared to the prior reporting period. This reflects growing exposure to SCHWAB US LARGE-CAP VALUE (SCHV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHV increasing?

    Institutional interest in SCHV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.