Schwab US Large-Cap Value ETF
SCHV
513 hedge funds and large institutions have $5.55B invested in Schwab US Large-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 204 increasing their positions, 132 reducing their positions, and 23 closing their positions.
304% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 23
55% more repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 132
26% more funds holding in top 10
Funds holding in top 10: 42 → 53 (+11)
24% more capital invested
Capital invested by funds: $4.49B → $5.55B (+$1.06B)
13% more funds holding
Funds holding: 452 → 513 (+61)
5.43% more ownership
Funds ownership: 200.47% → 205.91% (+5.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$59.3M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$36.7M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$31.9M |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$24.4M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$26.2M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$14M |
| 3 |
LJAC
L.J. Altfest & Co
New York
|
-$12.2M |
| 4 |
LB
Leo Brokerage
Hurst,
Texas
|
-$8.28M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.45M |
SCHV Hedge Fund Activity: Q4 2020 in Review
513 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2020, worth a combined $5.55B — up 24% from $4.49B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new SCHV positions and 23 closed out — a net gain of 70 holders — while 204 added to existing stakes and 132 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $59.3M. The largest seller was Avantax Planning Partners, cutting an estimated $26.2M.
- 513 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2020, up from 452 in Q3 2020.
- Funds reported $5.55B of Schwab US Large-Cap Value ETF stock for Q4 2020, up 24% quarter-over-quarter.
- 93 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2020 and 23 closed out, a net change of +70 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $59.3M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2020 was Avantax Planning Partners, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2020.