SCHV · Schwab U.S. Large-Cap Value ETF ETF
$34.82
+0.06 (+0.17%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 5
Total Value: $13,149,963
Total Shares: 377,764
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
74.5%
−25.3 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,032
Highly concentrated−3,942
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
1
Sold Out
1
Unchanged
0
Holder count:
+3
Institutional value:
+167.2%
Shares held:
+134.1%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small TUCKER ASSET MANAGEMENT LLC | −120 | 89 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 281,513 | $9,799,467 | |
| Large Corient Private Wealth LLC | 82,048 | $2,856,090 | |
| Mid Parkside Financial Bank & Trust | 7,836 | $272,771 | |
| Small Range Advisory, LLC | 6,278 | $218,537 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 161,128 | $4,914,404 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SCHV | $9,799,467 | 74.52% | 281,513 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SCHV | $2,856,090 | 21.72% | 82,048 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank SCHV | $272,771 | 2.07% | 7,836 | Shares | 2026-09-04 | |
| Small Range Advisory, LLC SCHV | $218,537 | 1.66% | 6,278 | Shares | 2026-09-02 | |
| Small TUCKER ASSET MANAGEMENT LLC SCHV | $3,098 | 0.02% | 89 | Shares | 2026-08-27 |