Schwab US Large-Cap Value ETF
SCHV
267 hedge funds and large institutions have $1.9B invested in Schwab US Large-Cap Value ETF in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 107 increasing their positions, 59 reducing their positions, and 15 closing their positions.
360% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 15
81% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 59
25% more capital invested
Capital invested by funds: $1.52B → $1.9B (+$380M)
25% more funds holding
Funds holding: 214 → 267 (+53)
18% more funds holding in top 10
Funds holding in top 10: 22 → 26 (+4)
14.55% more ownership
Funds ownership: 124.26% → 138.8% (+15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$68.9M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$33.1M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$22.9M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$13.7M |
| 5 |
FFA
First Foundation Advisors
Irvine,
California
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$19.6M |
| 2 |
Morgan Stanley
New York
|
-$5.56M |
| 3 |
Betterment LLC
New York
|
-$5.3M |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$4.66M |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$2.25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
276
Cutler Group
San Francisco,
California
| – | -$54K | -3,129 | Closed |
|
|
NIC
277
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$47K | -2,700 | Closed |
|
|
GBBWRPM
278
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
| – | -$35K | -2,079 | Closed |
|
|
NFG
279
Next Financial Group
Houston,
Texas
| – | -$35K | -2,007 | Closed |
|
|
BF
280
BOK Financial
Tulsa,
Oklahoma
| – | -$23K | -1,305 | Closed |
|
281
Simplex Trading
Chicago,
Illinois
| – | -$5K | -300 | Closed |
|
SCHV Hedge Fund Activity: Q4 2017 in Review
267 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2017, worth a combined $1.9B — up 25% from $1.52B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new SCHV positions and 15 closed out — a net gain of 54 holders — while 107 added to existing stakes and 59 trimmed.
The largest buyer was Bank of America, adding an estimated $68.9M. The largest seller was Avantax Planning Partners, cutting an estimated $19.6M.
- 267 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2017, up from 214 in Q3 2017.
- Funds reported $1.9B of Schwab US Large-Cap Value ETF stock for Q4 2017, up 25% quarter-over-quarter.
- 69 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2017 and 15 closed out, a net change of +54 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2017 was Bank of America, an estimated $68.9M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2017 was Avantax Planning Partners, an estimated $19.6M sold.
Based on aggregated 13F filings for Q4 2017.