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-Q1 13F filings (latest filed 2026-05-26). 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
188 tracked funds added or opened SCHV while 83 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 3.0% of its own reported 13F book, while the median holder sizes it at 1.3% of theirs — a 1.7pp 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 2025-Q4 and 2026-Q1, across 957 tracked filers holding SCHV, 429 increased or opened the position and 408 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 2025-Q4 and 2026-Q1 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 33
- Financial Management Professionals, Inc.$53M
- NICOLET BANKSHARES INC$36M
- TSG Advice Partners, LLC$31M
- SOUTHERN MICHIGAN BANK & TRUST$31M
- JBGlobal.com LLC$17M
- FSA WEALTH PARTNERS, INC.$12M
Full exits 22
- MIdWestOne Financial Group, Inc.$35M
- FAS Wealth Partners, Inc.$33M
- Global Retirement Partners, LLC$26M
- Investor's Fiduciary Advisor Network, LLC$13M
- SteelPeak Wealth, LLC$8M
- PURE PORTFOLIOS HOLDINGS LLC$6M
Largest adds
- Beacon Pointe Advisors, LLC$84M
- ENVESTNET ASSET MANAGEMENT INC$66M
- MATHER GROUP, LLC.$38M
- World Investment Advisors$32M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
- CHOREO, LLC$17M
Largest trims
- Valpey Financial Services, LLC$205M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$77M
- Creative Planning$31M
- Financial Engines Advisors L.L.C.$26M
- CX Institutional$23M
- OneDigital Investment Advisors LLC$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. trimmed | 48,427,803 | $1.5B | 15.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 44,768,506 | $1.4B | 14.0% | 2026-Q1 |
| MATHER GROUP, LLC. added | 35,341,359 | $1.1B | 11.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,286,178 | $558M | 5.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 11,280,212 | $343M | 3.5% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 10,217,486 | $312M | 3.2% | 2026-Q1 |
| Mariner, LLC added | 9,175,772 | $280M | 2.9% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 8,055,052 | $246M | 2.5% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 5,065,538 | $154M | 1.6% | 2026-Q1 |
| Betterment LLC trimmed | 4,000,948 | $122M | 1.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 3,873,113 | $118M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,812,136 | $117M | 1.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 3,544,184 | $108M | 1.1% | 2026-Q1 |
| Gemmer Asset Management LLC trimmed | 3,432,547 | $105M | 1.1% | 2026-Q1 |
| LPL Financial LLC added | 3,312,316 | $101M | 1.0% | 2026-Q1 |
| Savant Capital, LLC trimmed | 3,109,373 | $95M | 1.0% | 2026-Q1 |
| MORGAN STANLEY added | 3,035,400 | $93M | 0.9% | 2026-Q1 |
| Mokosak Advisory Group, LLC trimmed | 3,008,501 | $92M | 0.9% | 2026-Q1 |
| RAINEY & RANDALL WEALTH ADVISORS INC. added | 2,996,245 | $91M | 0.9% | 2026-Q1 |
| Krilogy Financial LLC added | 2,872,287 | $91M | 0.9% | 2026-Q1 |
| UBS Group AG added | 2,724,680 | $83M | 0.9% | 2026-Q1 |
| HighTower Advisors, LLC added | 2,657,597 | $81M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,611,756 | $80M | 0.8% | 2026-Q1 |
| Cooper Financial Group added | 2,135,974 | $65M | 0.7% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 2,098,265 | $64M | 0.7% | 2026-Q1 |
| World Investment Advisors added | 1,977,398 | $60M | 0.6% | 2026-Q1 |
| Compound Planning, Inc. trimmed | 1,974,442 | $60M | 0.6% | 2026-Q1 |
| Creative Planning trimmed | 1,918,994 | $59M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,891,652 | $58M | 0.6% | 2026-Q1 |
| Financial Management Professionals, Inc. added | 1,726,176 | $53M | 0.5% | 2026-Q1 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 1,724,184 | $53M | 0.5% | 2026-Q1 |
| GenWealth Group, Inc. added | 1,703,484 | $52M | 0.5% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,625,488 | $50M | 0.5% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC trimmed | 1,563,981 | $48M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,553,428 | $46M | 0.5% | 2026-Q1 |
| Black Diamond Financial, LLC added | 1,411,012 | $43M | 0.4% | 2026-Q1 |
| Northern Capital Management, Inc. added | 1,367,247 | $42M | 0.4% | 2026-Q1 |
| DRAVO BAY LLC added | 1,329,056 | $41M | 0.4% | 2026-Q1 |
| HRC WEALTH MANAGEMENT, LLC added | 1,308,559 | $40M | 0.4% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 1,268,173 | $39M | 0.4% | 2026-Q1 |
| XML Financial, LLC added | 1,244,250 | $38M | 0.4% | 2026-Q1 |
| Summit Asset Management, LLC added | 1,232,457 | $38M | 0.4% | 2026-Q1 |
| BALLAST ADVISORS LLC added | 1,194,193 | $36M | 0.4% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 1,193,258 | $36M | 0.4% | 2026-Q1 |
| Veery Capital, LLC added | 1,168,407 | $36M | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,165,603 | $36M | 0.4% | 2026-Q1 |
| Midwest Trust Co added | 1,138,230 | $35M | 0.4% | 2026-Q1 |
| Brady Martz Wealth Solutions, LLC trimmed | 1,135,107 | $35M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 1,103,286 | $34M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,100,624 | $34M | 0.3% | 2026-Q1 |
| Financial Advisors Network, Inc. added | 1,059,847 | $32M | 0.3% | 2026-Q1 |
| CX Institutional trimmed | 1,055,086 | $32M | 0.3% | 2026-Q1 |
| Serenity Investment Advisors added | 961,436 | $32M | 0.3% | 2026-Q1 |
| Dodds Wealth, LLC trimmed | 1,041,126 | $32M | 0.3% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 1,024,923 | $31M | 0.3% | 2026-Q1 |
| MAI Capital Management added | 1,015,979 | $31M | 0.3% | 2026-Q1 |
| TSG Advice Partners, LLC new | 1,012,162 | $31M | 0.3% | 2026-Q1 |
| SOUTHERN MICHIGAN BANK & TRUST new | 1,001,625 | $31M | 0.3% | 2026-Q1 |
| Ally Invest Advisors Inc. added | 964,431 | $29M | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 944,929 | $29M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 920,773 | $28M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 851,664 | $26M | 0.3% | 2026-Q1 |
| KRM WEALTH MANAGEMENT L.L.C. added | 831,467 | $25M | 0.3% | 2026-Q1 |
| Persium Advisors, LLC trimmed | 828,626 | $25M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 819,710 | $25M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 811,887 | $25M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 804,791 | $25M | 0.3% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC trimmed | 772,170 | $24M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 753,271 | $23M | 0.2% | 2026-Q1 |
| Noble Family Wealth, LLC trimmed | 724,813 | $22M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 718,686 | $22M | 0.2% | 2026-Q1 |
| USAdvisors Wealth Management, LLC added | 730,681 | $22M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 695,917 | $21M | 0.2% | 2026-Q1 |
| Ethos Financial Group, LLC added | 693,268 | $21M | 0.2% | 2026-Q1 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT added | 687,339 | $21M | 0.2% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 681,403 | $21M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 666,146 | $20M | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 659,706 | $20M | 0.2% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC trimmed | 656,026 | $20M | 0.2% | 2026-Q1 |
| CHOREO, LLC added | 653,802 | $20M | 0.2% | 2026-Q1 |
| LCNB CORP added | 653,158 | $20M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 647,244 | $20M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Advisors, Inc. added | 643,115 | $20M | 0.2% | 2026-Q1 |
| Seneca Financial Advisors LLC trimmed | 638,696 | $19M | 0.2% | 2026-Q1 |
| Focus Financial Network, Inc. trimmed | 636,842 | $19M | 0.2% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 628,987 | $19M | 0.2% | 2026-Q1 |
| Cape Investment Advisory, Inc. added | 601,671 | $18M | 0.2% | 2026-Q1 |
| Garde Capital, Inc. trimmed | 590,652 | $18M | 0.2% | 2026-Q1 |
| Seek First Inc. added | 580,171 | $18M | 0.2% | 2026-Q1 |
| Whitaker-Myers Wealth Managers, LTD. added | 577,350 | $18M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 568,613 | $17M | 0.2% | 2026-Q1 |
| JBGlobal.com LLC trimmed | 563,413 | $17M | 0.2% | 2026-Q1 |
| Financial Advisors, LLC trimmed | 2,611,407 | $76M | 0.8% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 2,361,457 | $69M | 0.7% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 1,815,693 | $50M | 0.5% | 2025-Q2 stale |
| MIdWestOne Financial Group, Inc. added | 1,189,268 | $35M | 0.4% | 2025-Q4 stale |
| FAS Wealth Partners, Inc. trimmed | 1,100,145 | $33M | 0.3% | 2025-Q4 stale |
| MARSHALL FINANCIAL GROUP INC /ADV added | 1,081,761 | $31M | 0.3% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 875,261 | $26M | 0.3% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC trimmed | 730,386 | $21M | 0.2% | 2025-Q3 stale |
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.