Who owns SCHV
Which tracked institutional funds hold SCHV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SCHV company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SCHV is one-sided between 2026-Q1 and 2026-Q2: 326 added or opened and 68 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SCHV’s largest tracked holder by dollar value, Financial Engines Advisors L.L.C., sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 1.4% of theirs — a 1.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SCHV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 951 tracked filers holding SCHV, 448 increased or opened the position and 425 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SCHV between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 19
- Global Retirement Partners, LLC$33M
- Odyssey Group, LLC$20M
- Phillip James Consulting Co.$7M
- J.W. COLE ADVISORS, INC.$6M
- VILLERE ST DENIS J & CO LLC$5M
- MARSHALL WACE, LLP$4M
Full exits 36
- Betterment LLC$122M
- HighTower Advisors, LLC$81M
- Thrivent Financial for Lutherans$39M
- CX Institutional$32M
- TSG Advice Partners, LLC$31M
- USAdvisors Wealth Management, LLC$22M
Largest adds
- SEI INVESTMENTS CO$202M
- Financial Engines Advisors L.L.C.$142M
- Savant Capital, LLC$114M
- Avantax Planning Partners, Inc.$44M
- Mariner, LLC$39M
- MONETA GROUP INVESTMENT ADVISORS LLC$30M
Largest trims
- MATHER GROUP, LLC.$726M
- ENVESTNET ASSET MANAGEMENT INC$107M
- OSAIC HOLDINGS, INC.$33M
- Envestnet Portfolio Solutions, Inc.$9M
- Vestmark Advisory Solutions, Inc.$5M
- Independent Advisor Alliance$4M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 46,499,260 | $1.6B | 16.9% | 2026-Q2 |
| SEI INVESTMENTS CO added | 45,024,906 | $1.6B | 16.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 12,960,727 | $451M | 4.7% | 2026-Q2 |
| Avantax Planning Partners, Inc. trimmed | 10,212,910 | $356M | 3.7% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 10,099,022 | $352M | 3.7% | 2026-Q2 |
| Mariner, LLC trimmed | 9,144,880 | $318M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 8,912,979 | $310M | 3.2% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 7,753,808 | $270M | 2.8% | 2026-Q2 |
| Savant Capital, LLC added | 6,378,613 | $209M | 2.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 5,291,984 | $184M | 1.9% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 3,917,972 | $136M | 1.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,727,556 | $128M | 1.3% | 2026-Q2 |
| LPL Financial LLC added | 3,674,944 | $128M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers added | 3,571,303 | $124M | 1.3% | 2026-Q2 |
| Gemmer Asset Management LLC trimmed | 3,373,480 | $117M | 1.2% | 2026-Q2 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 3,018,201 | $105M | 1.1% | 2026-Q2 |
| Mokosak Advisory Group, LLC added | 3,013,603 | $105M | 1.1% | 2026-Q2 |
| Krilogy Financial LLC added | 2,880,128 | $100M | 1.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,779,835 | $97M | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,705,341 | $94M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 2,701,363 | $94M | 1.0% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 2,402,516 | $84M | 0.9% | 2026-Q2 |
| Cooper Financial Group added | 2,276,475 | $79M | 0.8% | 2026-Q2 |
| Compound Planning, Inc. added | 2,011,430 | $70M | 0.7% | 2026-Q2 |
| World Investment Advisors trimmed | 1,970,475 | $60M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,921,981 | $67M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 1,836,443 | $64M | 0.7% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 1,777,034 | $62M | 0.6% | 2026-Q2 |
| Black Diamond Financial, LLC added | 1,759,449 | $61M | 0.6% | 2026-Q2 |
| Cerity Partners LLC added | 1,744,278 | $41M | 0.4% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 1,721,114 | $60M | 0.6% | 2026-Q2 |
| GenWealth Group, Inc. trimmed | 1,681,637 | $59M | 0.6% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 1,627,002 | $57M | 0.6% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,599,656 | $56M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,568,627 | $54M | 0.6% | 2026-Q2 |
| DRAVO BAY LLC added | 1,454,110 | $51M | 0.5% | 2026-Q2 |
| Northern Capital Management, Inc. trimmed | 1,361,870 | $42M | 0.4% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,333,572 | $46M | 0.5% | 2026-Q2 |
| HRC WEALTH MANAGEMENT, LLC trimmed | 1,302,258 | $45M | 0.5% | 2026-Q2 |
| XML Financial, LLC added | 1,253,900 | $44M | 0.5% | 2026-Q2 |
| Summit Asset Management, LLC trimmed | 1,224,848 | $43M | 0.4% | 2026-Q2 |
| Veery Capital, LLC added | 1,196,106 | $42M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,186,101 | $41M | 0.4% | 2026-Q2 |
| BALLAST ADVISORS LLC trimmed | 1,179,966 | $41M | 0.4% | 2026-Q2 |
| Brady Martz Wealth Solutions, LLC trimmed | 1,134,296 | $39M | 0.4% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 1,126,459 | $39M | 0.4% | 2026-Q2 |
| Midwest Trust Co trimmed | 1,122,636 | $39M | 0.4% | 2026-Q2 |
| Financial Advisors Network, Inc. added | 1,097,487 | $38M | 0.4% | 2026-Q2 |
| MAI Capital Management added | 1,082,922 | $38M | 0.4% | 2026-Q2 |
| FAS Wealth Partners, Inc. trimmed | 1,057,653 | $37M | 0.4% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 1,038,715 | $36M | 0.4% | 2026-Q2 |
| Dodds Wealth, LLC trimmed | 1,030,077 | $36M | 0.4% | 2026-Q2 |
| SOUTHERN MICHIGAN BANK & TRUST added | 1,019,784 | $35M | 0.4% | 2026-Q2 |
| Serenity Investment Advisors added | 979,372 | $34M | 0.4% | 2026-Q2 |
| Ally Invest Advisors Inc. added | 978,090 | $34M | 0.4% | 2026-Q2 |
| Global Retirement Partners, LLC added | 960,177 | $33M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 952,665 | $33M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 897,263 | $31M | 0.3% | 2026-Q2 |
| KRM WEALTH MANAGEMENT L.L.C. added | 885,859 | $31M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 880,325 | $31M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 861,170 | $30M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 807,850 | $28M | 0.3% | 2026-Q2 |
| Persium Advisors, LLC trimmed | 801,823 | $28M | 0.3% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 776,729 | $27M | 0.3% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 774,931 | $27M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 774,489 | $27M | 0.3% | 2026-Q2 |
| Noble Family Wealth, LLC added | 728,348 | $25M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 717,101 | $25M | 0.3% | 2026-Q2 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added | 699,917 | $24M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 672,608 | $23M | 0.2% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 671,980 | $23M | 0.2% | 2026-Q2 |
| Meriwether Wealth & Planning, LLC added | 671,004 | $23M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 667,145 | $23M | 0.2% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 661,485 | $23M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Advisors, Inc. added | 652,147 | $23M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 644,939 | $22M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 643,155 | $22M | 0.2% | 2026-Q2 |
| CHOREO, LLC trimmed | 643,100 | $22M | 0.2% | 2026-Q2 |
| LCNB CORP trimmed | 641,729 | $22M | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 636,448 | $22M | 0.2% | 2026-Q2 |
| Seneca Financial Advisors LLC trimmed | 624,063 | $22M | 0.2% | 2026-Q2 |
| Ethos Financial Group, LLC trimmed | 610,180 | $21M | 0.2% | 2026-Q2 |
| Focus Partners Wealth trimmed | 607,840 | $21M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 606,554 | $21M | 0.2% | 2026-Q2 |
| Cape Investment Advisory, Inc. added | 601,890 | $21M | 0.2% | 2026-Q2 |
| Focus Financial Network, Inc. trimmed | 600,252 | $21M | 0.2% | 2026-Q2 |
| Seek First Inc. added | 589,947 | $21M | 0.2% | 2026-Q2 |
| YANKCOM Partnership added | 585,528 | $20M | 0.2% | 2026-Q2 |
| Garde Capital, Inc. trimmed | 582,638 | $20M | 0.2% | 2026-Q2 |
| Odyssey Group, LLC new | 581,116 | $20M | 0.2% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 576,393 | $20M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 572,184 | $20M | 0.2% | 2026-Q2 |
| Payne Capital Management, LLC added | 560,537 | $20M | 0.2% | 2026-Q2 |
| JBGlobal.com LLC trimmed | 555,333 | $19M | 0.2% | 2026-Q2 |
| Denver PWM, LLC added | 532,138 | $19M | 0.2% | 2026-Q2 |
| Spectrum Asset Management, Inc. (NB/CA) added | 524,862 | $18M | 0.2% | 2026-Q2 |
| Martel Wealth Advisors LLC trimmed | 467,996 | $16M | 0.2% | 2026-Q2 |
| Peak Wealth Management LLC added | 466,587 | $16M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 455,072 | $16M | 0.2% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 423,041 | $15M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.