Schwab US Large-Cap Value ETF
SCHV
754 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 299 reducing their positions, and 42 closing their positions.
90% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 42
4% more funds holding
Funds holding: 726 → 754 (+28)
0% more capital invested
Capital invested by funds: $7.59B → $7.63B (+$37.2M)
0% more funds holding in top 10
Funds holding in top 10: 66 → 66 (0)
9.38% less ownership
Funds ownership: 219.18% → 209.8% (-9.4%)
22% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 299
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$40.8M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$24M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$21M |
| 4 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$19.3M |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$272M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$78.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$61.5M |
| 4 |
Morgan Stanley
New York
|
-$52.6M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
-$35.2M |
SCHV Hedge Fund Activity: Q1 2024 in Review
754 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2024, worth a combined $7.63B — up 0.49% from $7.59B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SCHV positions and 42 closed out — a net gain of 38 holders — while 234 added to existing stakes and 299 trimmed.
The largest buyer was SEI Investments, adding an estimated $40.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $272M.
- 754 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2024, up from 726 in Q4 2023.
- Funds reported $7.63B of Schwab US Large-Cap Value ETF stock for Q1 2024, up 0.49% quarter-over-quarter.
- 80 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2024 and 42 closed out, a net change of +38 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2024 was SEI Investments, an estimated $40.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $272M sold.
Based on aggregated 13F filings for Q1 2024.