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Public ownership evidence

Schwab U.S. Large-Cap Value ETF (SCHV) Ownership Disclosures

Read SCHV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2943,558$1,157,761None
Corient Private Wealth LP2026-06-302026-08-2882,048$2,856,055None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2889$3,098None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28209$6,375None
Dakota Wealth Management2025-09-302026-08-27157,913$4,596,846None
Dakota Wealth Management2025-12-312026-08-27160,365$4,748,409None
Dakota Wealth Management2026-03-312026-08-27161,128$4,914,391None
Serenity Investment Advisors2026-06-302026-08-25979,372$34,082,140None
Forefront Wealth Partners, LLC2026-06-302026-08-217,885$274,495None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21368,785$12,837,408None
Bullock Wealth Management Group2026-06-302026-08-2021,652$745,273None
Kingsview Wealth Management, LLC2026-06-302026-08-2014,051$489,122None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20304,020$10,582,921None
Beacon Pointe Advisors, LLC2026-06-302026-08-193,917,972$136,384,607None
JDM Financial Group LLC2026-06-302026-08-19525$18,273None
Denver PWM, LLC2026-06-302026-08-19532,138$18,821,725None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-19137,343$4,780,898None
Strive Financial Group ,LLC2026-06-302026-08-18195$6,803None
WNY Asset Management, LLC2026-06-302026-08-1819,340$673,231None
Coastal Bridge Advisors, LLC2026-06-302026-08-1813,929$484,882None
Balanced Rock Investment Advisors LLC2026-06-302026-08-185,887$204,926None
Caitlin John, LLC2026-06-302026-08-18700$24,367None
Payne Capital Management, LLC2026-06-302026-08-18560,537$19,512,301None
Corient Private Wealth LP2026-06-302026-08-1884,588$2,944,457None
FSA Advisors, Inc.2026-06-302026-08-186,638$228,693None
Hamilton Capital, LLC2026-06-302026-08-186,885$239,667None
Pure Financial Advisors, LLC2026-06-302026-08-1877,109$2,684,159None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,070$37,270None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-181,599,656$55,716,024None
Nalls Sherbakoff Group, LLC2026-06-302026-08-1862,681$2,181,931None
Nalls Sherbakoff Group, LLC2026-03-312026-08-1864,519$1,967,819None
Equitable Holdings, Inc.2026-06-302026-08-1850,936$1,773,069None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1811,919$415,000None
Odyssey Group, LLC2026-06-302026-08-15581,116$20,228,662None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15435$15,142None
Womack Financial LLC2026-06-302026-08-1522,098$769,231None
AMERIFLEX GROUP, INC.2026-06-302026-08-1512,188$424,279None
Blueprint Financial Advisors LLC2026-06-302026-08-1515,068$524,517None
Synergy Investment Management, LLC2026-06-302026-08-1524,028$811,185None
SEI INVESTMENTS CO2026-06-302026-08-1545,024,906$1,567,316,960None
Murphy & Mullick Capital Management Corp2026-06-302026-08-15107,605$3,745,735None
Seneschal Advisors, LLC2026-06-302026-08-1518,964$660,137None
Perissos Private Wealth Management, LLC2026-06-302026-08-157,698$267,955None
JPL Wealth Management, LLC2026-06-302026-08-15885$30,807None
Modern Wealth Management, LLC2026-06-302026-08-1548,925$1,703,069None
MANNING & NAPIER ADVISORS LLC2026-06-302026-08-158,910$310,157None
Mutual Advisors, LLC2026-06-302026-08-15606,554$21,114,142None
Advyzon Investment Management, LLC2026-06-302026-08-157,875$274,129None
Wealth Preservation Advisors, LLC2026-06-302026-08-159,563$332,888None
Wealth Preservation Advisors, LLC2026-06-302026-08-156,357$221,287None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Dakota Wealth Management ↗Serenity Investment Advisors ↗Forefront Wealth Partners, LLC ↗GILL CAPITAL PARTNERS, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.