Schwab US Large-Cap Value ETF
SCHV
725 hedge funds and large institutions have $7.59B invested in Schwab US Large-Cap Value ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 230 increasing their positions, 262 reducing their positions, and 30 closing their positions.
290% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 30
29% more funds holding in top 10
Funds holding in top 10: 51 → 66 (+15)
13% more capital invested
Capital invested by funds: $6.7B → $7.59B (+$899M)
13% more funds holding
Funds holding: 644 → 725 (+81)
4.95% more ownership
Funds ownership: 214.23% → 219.18% (+4.9%)
12% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 262
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$102M |
| 2 |
Morgan Stanley
New York
|
+$48.5M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$44.7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$35.8M |
| 5 |
Goldman Sachs
New York
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$81.3M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$23.6M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$17.2M |
| 4 |
Lido Advisors
Los Angeles,
California
|
-$14.3M |
| 5 |
DP
Denver PWM
Denver,
Colorado
|
-$13.8M |
SCHV Hedge Fund Activity: Q4 2023 in Review
725 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2023, worth a combined $7.59B — up 13% from $6.7B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SCHV positions and 30 closed out — a net gain of 87 holders — while 230 added to existing stakes and 262 trimmed.
The largest buyer was SEI Investments, adding an estimated $102M. The largest seller was Osaic Holdings, cutting an estimated $81.3M.
- 725 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2023, up from 644 in Q3 2023.
- Funds reported $7.59B of Schwab US Large-Cap Value ETF stock for Q4 2023, up 13% quarter-over-quarter.
- 117 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2023 and 30 closed out, a net change of +87 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2023 was SEI Investments, an estimated $102M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2023 was Osaic Holdings, an estimated $81.3M sold.
Based on aggregated 13F filings for Q4 2023.