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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, and Eagle Capital Management.

Related SCHV Institutional Insights

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-27,80019,800$603,900
Q1 2026Sequoia Financial AdvisorsSell-3,023153,232$4,673,574
Q4 2025Renaissance Technologies LLCSell-101,20047,600$1,409,436
Q3 2025Renaissance Technologies LLCBuy41,700148,800$4,331,568
Q3 2025Sequoia Financial AdvisorsBuy2,610156,255$4,548,585
Q2 2025Renaissance Technologies LLCBuy85,500107,100$2,963,457
Q2 2025Sequoia Financial AdvisorsSell-76,619153,645$4,251,357
Q1 2025Renaissance Technologies LLCSell-101,80021,600$574,128
Q1 2025Sequoia Financial AdvisorsBuy13,095230,264$6,120,412
Q4 2024Sequoia Financial AdvisorsBuy142,865217,169$5,661,597
Q4 2024Renaissance Technologies LLCBuy95,406123,400$3,217,038
Q3 2024Renaissance Technologies LLCBuy24,09427,994$2,249,878
Q3 2024Sequoia Financial AdvisorsSell-85374,304$5,971,794
Q2 2024Renaissance Technologies LLCSell-56,7003,900$288,912
Q2 2024Sequoia Financial AdvisorsSell-11,04875,157$5,567,608
Q1 2024Renaissance Technologies LLCBuy38,00060,600$4,604
Q1 2024Sequoia Financial AdvisorsSell-4,24986,205$6,549,860
Q4 2023Renaissance Technologies LLCBuy19,20022,600$1,584
Q4 2023Sequoia Financial AdvisorsSell-2,95790,454$6,340,851
Q3 2023Renaissance Technologies LLCSell-6,0003,400$219
Q3 2023Sequoia Financial AdvisorsSell-1,85693,411$6,021,254
Q2 2023Sequoia Financial AdvisorsSell-6,11895,267$6,391,490
Q2 2023Renaissance Technologies LLCBuy5,9009,400$631
Q1 2023Sequoia Financial AdvisorsSell-8,314101,385$6,648,848
Q4 2022Renaissance Technologies LLCSell-9,3003,500$231
Q4 2022Sequoia Financial AdvisorsBuy1,199109,699$7,242,348
Q3 2022Sequoia Financial AdvisorsSell-8,943108,500$6,348
Q3 2022Renaissance Technologies LLCBuy4,60012,800$749
Q2 2022Renaissance Technologies LLCSell-14,1008,200$512
Q2 2022Sequoia Financial AdvisorsSell-12,601117,443$7,331

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.