Schwab US Large-Cap Value ETF
SCHV
380 hedge funds and large institutions have $2.58B invested in Schwab US Large-Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 161 increasing their positions, 89 reducing their positions, and 31 closing their positions.
232% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 31
81% more repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 89
63% more funds holding in top 10
Funds holding in top 10: 30 → 49 (+19)
23% more funds holding
Funds holding: 310 → 380 (+70)
15.23% more ownership
Funds ownership: 153.39% → 168.61% (+15%)
8% more capital invested
Capital invested by funds: $2.39B → $2.58B (+$189M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Betterment LLC
New York
|
+$79.5M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$72.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$16.2M |
| 4 |
GWS
Glassman Wealth Services
Vienna,
Virginia
|
+$15.4M |
| 5 |
PP
PagnatoKarp Partners
Reston,
Virginia
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$30M |
| 2 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$10.4M |
| 3 |
PEA
Pacific Edge Advisors
Corona Del Mar,
California
|
-$6.59M |
| 4 |
RAG
Roof Advisory Group
Harrisburg,
Pennsylvania
|
-$3.96M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$3.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPIG
401
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$84K | -4,842 | Closed |
|
|
PO
402
Private Ocean
San Rafael,
California
| – | -$45K | -2,406 | Closed |
|
403
UBS AM
Chicago,
Illinois
| – | -$32K | -1,710 | Closed |
|
|
SPIA
404
Steward Partners Investment Advisory
New York
| – | -$15K | -783 | Closed |
|
|
WC
405
Westwind Capital
Las Cruces,
New Mexico
| – | -$14K | -765 | Closed |
|
|
ML
406
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$9K | -459 | Closed |
|
407
Simplex Trading
Chicago,
Illinois
| – | -$7K | -399 | Closed |
|
|
SIS
408
Sound Income Strategies
Ft Lauderdale,
Florida
| – | -$7K | -357 | Closed |
|
|
SWP
409
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$7K | -354 | Closed |
|
|
MCM
410
Mainstay Capital Management
Grand Blanc,
Michigan
| – | -$1K | -33 | Closed |
|
SCHV Hedge Fund Activity: Q4 2018 in Review
380 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2018, worth a combined $2.58B — up 7.9% from $2.39B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SCHV positions and 31 closed out — a net gain of 72 holders — while 161 added to existing stakes and 89 trimmed.
The largest buyer was Betterment LLC, adding an estimated $79.5M. The largest seller was Gainplan, exiting entirely with an estimated $30M sold.
- 380 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2018, up from 310 in Q3 2018.
- Funds reported $2.58B of Schwab US Large-Cap Value ETF stock for Q4 2018, up 7.9% quarter-over-quarter.
- 103 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2018 and 31 closed out, a net change of +72 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2018 was Betterment LLC, an estimated $79.5M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2018 was Gainplan, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2018.