SCHWAB US LARGE-CAP VALUE (SCHV) Institutional Ownership and Insiders Activity
SCHWAB US LARGE-CAP VALUE (SCHV) is widely held by institutional investors, with 2 tracked firms reporting positions valued at approximately $5.69M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $5.09M in SCHV holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
2
Total Reported Value
$5.69M
Largest Holder
Sequoia Financial Advisors
Largest Position
$5.09M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$5.09M
- Renaissance Technologies LLC$603,900
SCHV News
All news- Avantax Planning Partners Inc Portfolio Changes in Q3 2026
Jul 30, 2026 · valut.ai
- Summit Wealth & Retirement Planning Activity Analysis for Q2 2026
Jul 29, 2026 · valut.ai
- <strong>Ghp Investment Advisors Inc.</strong>: Q2 2026 Portfolio Shifts Revealed
Jul 21, 2026 · valut.ai
- Gemmer Asset Management Llc Investment Activity Analysis for Q2 2026
Jul 17, 2026 · valut.ai
- Peak Wealth Management Llc Portfolio Changes in Q2 2026
Jul 17, 2026 · valut.ai
- Cathy Pareto & Associates: Significant ETF Purchases in Q2 2026
Jul 16, 2026 · valut.ai
- Murphy Middleton Hinkle & Parker Inc. ETF Activity Analysis: Significant Purchases and Sales
Jul 16, 2026 · valut.ai
- Plus Group Wealth Advisors Llc Portfolio Shifts in Q2 2026
Jul 14, 2026 · valut.ai
Related SCHV Institutional Insights:
- SCHV Institutional Ownership & Insiders Activity
- SCHV Institutional Ownership & 13F Activity
- SCHV Top Institutional Shareholders
- SCHV Institutional Buying Activity
- SCHV Institutional Selling Activity
- Institutional Portfolio Overlap & Shared Holdings
- SCHV Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings