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SCHV

Schwab US Large-Cap Value ETF
SCHV

415 hedge funds and large institutions have $4.18B invested in Schwab US Large-Cap Value ETF in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 184 increasing their positions, 140 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

63.02% more ownership

Funds ownership: 178.62% → 241.64% (+63%)

31% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 140

17% more capital invested

Capital invested by funds: $3.56B → $4.18B (+$623M)

0% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 28

0% less funds holding

Funds holding: 416 → 415 (-1)

6% less funds holding in top 10

Funds holding in top 10: 51 → 48 (-3)

Holders
415
Holders Change
-1
Holders Change %
-0.24%
% of All Funds
9.1%
Holding in Top 10
48
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.88%
% of All Funds
1.05%
New
28
Increased
184
Reduced
140
Closed
28
Calls
$250K
Puts
–
Net Calls
+$250K
Net Calls Change
+$250K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.11B
2
Financial Engines Advisors
Financial Engines Advisors
California
+$251M
3
APP
Avantax Planning Partners
Iowa
+$127M
4
Goldman Sachs
Goldman Sachs
New York
+$33.2M
5
HI
Horizon Investments
North Carolina
+$13.5M

Top Sellers

Rank Fund Capital Flow
1
OIA
OneDigital Investment Advisors
Kansas
-$21M
2
PFG
Piershale Financial Group
Illinois
-$16.9M
3
G
Gainplan
Michigan
-$10.8M
4
I
INVST
Indiana
-$8.82M
5
Jane Street
Jane Street
New York
-$8.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
426
Charles Schwab Investment Advisory
California
– -$223K -11,898 Closed
CPIG
427
Chicago Partners Investment Group
Illinois
– -$207K -10,998 Closed
YWP
428
YorkBridge Wealth Partners
New York
– -$191K -10,200 Closed
KCPG
429
Kavar Capital Partners Group
Kansas
– -$183K -9,780 Closed
MF
430
Manchester Financial
California
– -$177K -9,477 Closed
DWM
431
Destination Wealth Management
California
– -$119K -6,357 Closed
HWA
432
Heritage Wealth Advisors
Virginia
– -$77.6K -4,149 Closed
MWM
433
Meridian Wealth Management
Kentucky
– -$773 -4,131 Closed
ACP
434
Arcus Capital Partners
Georgia
– -$46K -2,469 Closed
SFG
435
SevenBridge Financial Group
Pennsylvania
– -$38K -2,046 Closed
FIA
436
FNY Investment Advisers
New York
– -$18K -972 Closed
SWP
437
Strategic Wealth Partners
Ohio
– -$9K -489 Closed
DWM
438
Doyle Wealth Management
Florida
– -$4K -207 Closed
EWM
439
Executive Wealth Management
Michigan
– -$2K -96 Closed
PFO
440
Pathstone Family Office
New Jersey
– -$1K -57 Closed
NCM
441
Next Capital Management
New York
– -$1K -39 Closed
14 15 16 17
18

SCHV Hedge Fund Activity: Q3 2019 in Review

415 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2019, worth a combined $4.18B — up 17% from $3.56B a quarter earlier.

Fund positioning in SCHV was balanced in Q3 2019: 28 funds opened new positions, 28 closed out, 184 added to existing stakes and 140 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.11B. The largest seller was OneDigital Investment Advisors, cutting an estimated $21M.

  • 415 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2019, down from 416 in Q2 2019.
  • Funds reported $4.18B of Schwab US Large-Cap Value ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 28 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2019 and 28 closed out, a net change of 0 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $1.11B added.
  • The largest Schwab US Large-Cap Value ETF seller in Q3 2019 was OneDigital Investment Advisors, an estimated $21M sold.

Based on aggregated 13F filings for Q3 2019.