Schwab US Large-Cap Value ETF
SCHV
565 hedge funds and large institutions have $6.05B invested in Schwab US Large-Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 248 increasing their positions, 181 reducing their positions, and 23 closing their positions.
52% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 23
37% more repeat investments, than reductions
Existing positions increased: 248 | Existing positions reduced: 181
1% more funds holding
Funds holding: 562 → 565 (+3)
0% more funds holding in top 10
Funds holding in top 10: 56 → 56 (0)
4% less capital invested
Capital invested by funds: $6.29B → $6.05B (-$242M)
7.05% less ownership
Funds ownership: 196.55% → 189.5% (-7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$34.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$28.1M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$18M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.5M |
| 5 |
RRWA
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$231M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$21.7M |
| 3 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$20M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$14.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$13.6M |
SCHV Hedge Fund Activity: Q3 2021 in Review
565 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2021, worth a combined $6.05B — down 3.8% from $6.29B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new SCHV positions and 23 closed out — a net gain of 12 holders — while 248 added to existing stakes and 181 trimmed.
The largest buyer was Mather Group, adding an estimated $34.8M. The largest seller was Financial Engines Advisors, cutting an estimated $231M.
- 565 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2021, up from 562 in Q2 2021.
- Funds reported $6.05B of Schwab US Large-Cap Value ETF stock for Q3 2021, down 3.8% quarter-over-quarter.
- 35 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2021 and 23 closed out, a net change of +12 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2021 was Mather Group, an estimated $34.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $231M sold.
Based on aggregated 13F filings for Q3 2021.