Schwab US Large-Cap Value ETF
SCHV
113 hedge funds and large institutions have $253M invested in Schwab US Large-Cap Value ETF in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
18% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 38
2% more funds holding
Funds holding: 111 → 113 (+2)
3% less capital invested
Capital invested by funds: $261M → $253M (-$7.69M)
4.54% less ownership
Funds ownership: 59.21% → 54.67% (-4.5%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
Top Buyers
Top Sellers
SCHV Hedge Fund Activity: Q2 2015 in Review
113 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2015, worth a combined $253M — down 2.9% from $261M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHV positions and 8 closed out — a net gain of 3 holders — while 45 added to existing stakes and 38 trimmed.
The largest buyer was FutureAdvisor, adding an estimated $7.29M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, cutting an estimated $12.6M.
- 113 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2015, up from 111 in Q1 2015.
- Funds reported $253M of Schwab US Large-Cap Value ETF stock for Q2 2015, down 2.9% quarter-over-quarter.
- 11 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2015 and 8 closed out, a net change of +3 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2015 was FutureAdvisor, an estimated $7.29M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2015 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2015.