Schwab US Large-Cap Value ETF
SCHV
283 hedge funds and large institutions have $1.92B invested in Schwab US Large-Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 138 increasing their positions, 71 reducing their positions, and 23 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 71
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
12% more funds holding in top 10
Funds holding in top 10: 26 → 29 (+3)
6% more funds holding
Funds holding: 267 → 283 (+16)
1.85% more ownership
Funds ownership: 138.8% → 140.65% (+1.8%)
1% more capital invested
Capital invested by funds: $1.9B → $1.92B (+$20.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$47.4M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$34.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$15.2M |
| 4 |
TPW
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
+$8.03M |
| 5 |
Morgan Stanley
New York
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$37M |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$11.4M |
| 3 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$5M |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$3.51M |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$3.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
301
Regions Financial Corp
Birmingham,
Alabama
| – | -$83K | -4,578 | Closed |
|
|
WCG
302
Wall Capital Group
Phoenix,
Arizona
| – | -$45K | -2,442 | Closed |
|
303
SEI Investments
Oaks,
Pennsylvania
| – | -$28K | -1,545 | Closed |
|
|
TFA
304
Toth Financial Advisory
Leesburg,
Virginia
| – | -$9K | -480 | Closed |
|
|
MCM
305
Mainstay Capital Management
Grand Blanc,
Michigan
| – | +$605 | +33 | New |
|
SCHV Hedge Fund Activity: Q1 2018 in Review
283 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2018, worth a combined $1.92B — up 1.1% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHV positions and 23 closed out — a net gain of 18 holders — while 138 added to existing stakes and 71 trimmed.
The largest buyer was United Capital Financial Advisors, adding an estimated $47.4M. The largest seller was Bank of America, cutting an estimated $37M.
- 283 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2018, up from 267 in Q4 2017.
- Funds reported $1.92B of Schwab US Large-Cap Value ETF stock for Q1 2018, up 1.1% quarter-over-quarter.
- 41 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2018 and 23 closed out, a net change of +18 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2018 was United Capital Financial Advisors, an estimated $47.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2018 was Bank of America, an estimated $37M sold.
Based on aggregated 13F filings for Q1 2018.