Schwab US Large-cap Value
$33.81+0.7%
-$853.2M
Net Activity
-8.01% total shares
Institutions Holding
995
Popularity Rank
#492
Avg Weight
0.77%
Total Value
$11.5B
995 institutions currently hold SCHV, with 462 net buyers and 392 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
392
Net Buying Institutions
462
Top 5 by Value
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Across its top 20 institutional holders, SCHV's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 20/100).
SCHV ranks #492 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
SCHV is a top-conviction position for Mokosak Advisory Group, LLC — at 22.7% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in SCHV belongs to Financial Engines Advisors L.L.C., but the position matters far more to Mokosak Advisory Group, LLC, who has 22.7% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Farther Finance Advisors, LLC has added to its SCHV position for two straight quarters, increasing it by $12.2M to reach $29.7M today.
Mather Group, LLC. has trimmed its SCHV position for two straight quarters, cutting it by $820.8M while still holding $257.2M.
SCHV is up 0.7% today, but institutions show net selling of $853.2M this quarter — a divergence between today's price move and the underlying institutional flow.
+$446.5M
Total Buy Value
$1.6B
Total Sell Value
462
Net Buyers
392
Net Sellers
SCHV
Q2 2026
Top 5 Institutional Movers
-$726.4M
+$201.9M
+$141.6M
+$113.8M
-$106.6M
SCHV does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
808524409
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,136
Total reported value
$649.5B
Held by 4136 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,134
Total reported value
$712.8B
Held by 4134 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Access SCHV's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/SCHVCLI
npx alphasmo stocks get SCHV