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 Envestnet Asset Management Inc, Serenity Investment Advisors, Envestnet Portfolio Solutions, Inc., Citadel Advisors Llc, and Beacon Pointe Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Sage Financial Group Inc | Buy | +4,559 | +0.6% | 776,729 | $27.04M | Q2 2026 | Oct 27, 2026 |
| Elm Partners Management Llc | Buy | +18 | +0.1% | 17,900 | $623.10K | Q2 2026 | Oct 07, 2026 |
| Envestnet Asset Management Inc | Sell | -5,325,451 | -29.1% | 12,960,727 | $451.16M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -390,672 | -33.5% | 774,931 | $26.98M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +7,287 | — | 7,287 | $253.66K | Q2 2026 | Sep 23, 2026 |
| Cherry Tree Wealth Management, Llc | Buy | +459 | +300.0% | 612 | $21.30K | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Buy | +5 | +0.1% | 7,883 | $274.41K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -2,607 | -1.0% | 254,346 | $8.85M | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +140,219 | +99.2% | 281,513 | $9.80M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -13,855 | -14.4% | 82,048 | $2.86M | Q2 2026 | Aug 27, 2026 |
| Serenity Investment Advisors | Buy | +979,372 | — | 979,372 | $34.08M | Q2 2026 | Aug 24, 2026 |
| Gill Capital Partners, Llc | Sell | -16,661 | -4.3% | 368,785 | $12.84M | Q2 2026 | Aug 20, 2026 |
| Forefront Wealth Partners, Llc | Buy | +7,885 | — | 7,885 | $274.50K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -17,168 | -5.3% | 304,020 | $10.58M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +589 | +4.4% | 14,051 | $489.12K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +44,859 | +1.2% | 3,917,972 | $136.38M | Q2 2026 | Aug 18, 2026 |
| Denver Pwm, Llc | Buy | +10,307 | +2.0% | 532,138 | $18.82M | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Buy | +9,760 | +7.6% | 137,343 | $4.78M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +525 | — | 525 | $18.27K | Q2 2026 | Aug 18, 2026 |
| United Capital Financial Advisors, Llc | Sell | -25,832 | -1.6% | 1,599,656 | $55.72M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +19,340 | — | 19,340 | $673.23K | Q2 2026 | Aug 17, 2026 |
| Payne Capital Management, Llc | Buy | +16,847 | +3.1% | 560,537 | $19.51M | Q2 2026 | Aug 17, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +5,887 | — | 5,887 | $204.93K | Q2 2026 | Aug 17, 2026 |
| Coastal Bridge Advisors, Llc | Sell | -2,101 | -13.1% | 13,929 | $484.88K | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +1,070 | — | 1,070 | $37.27K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +962 | +8.8% | 11,919 | $415.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +838 | +1.7% | 50,936 | $1.77M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Sell | -738 | -0.9% | 77,109 | $2.68M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +700 | — | 700 | $24.37K | Q2 2026 | Aug 17, 2026 |
| Fsa Advisors, Inc. | Sell | -129 | -1.9% | 6,638 | $228.69K | Q2 2026 | Aug 17, 2026 |
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.