Schwab US Large-Cap Value ETF
SCHV
456 hedge funds and large institutions have $4.19B invested in Schwab US Large-Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 155 increasing their positions, 180 reducing their positions, and 49 closing their positions.
17% more capital invested
Capital invested by funds: $3.59B → $4.19B (+$605M)
10% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 49
0% more funds holding
Funds holding: 454 → 456 (+2)
0.81% less ownership
Funds ownership: 198.62% → 197.81% (-0.81%)
13% less funds holding in top 10
Funds holding in top 10: 48 → 42 (-6)
14% less repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 180
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$503M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$41.6M |
| 3 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
+$30.2M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$26.3M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$24.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$167M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
-$162M |
| 3 |
Betterment LLC
New York
|
-$72.7M |
| 4 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$65.6M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$55.9M |
SCHV Hedge Fund Activity: Q2 2020 in Review
456 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2020, worth a combined $4.19B — up 17% from $3.59B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new SCHV positions and 49 closed out — a net gain of 5 holders — while 155 added to existing stakes and 180 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $503M. The largest seller was Bank of America, cutting an estimated $167M.
- 456 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2020, up from 454 in Q1 2020.
- Funds reported $4.19B of Schwab US Large-Cap Value ETF stock for Q2 2020, up 17% quarter-over-quarter.
- 54 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2020 and 49 closed out, a net change of +5 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2020 was Financial Engines Advisors, an estimated $503M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2020 was Bank of America, an estimated $167M sold.
Based on aggregated 13F filings for Q2 2020.