Schwab US Large-Cap Value ETF
SCHV
690 hedge funds and large institutions have $6.68B invested in Schwab US Large-Cap Value ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 211 increasing their positions, 293 reducing their positions, and 45 closing their positions.
97% more call options, than puts
Call options by funds: $879K | Put options by funds: $447K
29% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 45
0.4% less ownership
Funds ownership: 207.79% → 207.39% (-0.4%)
1% less funds holding
Funds holding: 696 → 690 (-6)
3% less capital invested
Capital invested by funds: $6.91B → $6.68B (-$222M)
18% less funds holding in top 10
Funds holding in top 10: 87 → 71 (-16)
28% less repeat investments, than reductions
Existing positions increased: 211 | Existing positions reduced: 293
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$42.2M |
| 2 |
Lido Advisors
Los Angeles,
California
|
+$23M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$21.3M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.1M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$9.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$70.9M |
| 2 |
LPL Financial
San Diego,
California
|
-$26.5M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
-$18.2M |
| 4 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$17.4M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$11.7M |
SCHV Hedge Fund Activity: Q1 2023 in Review
690 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2023, worth a combined $6.68B — down 3.2% from $6.91B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHV positions and 45 closed out — a net gain of 13 holders — while 211 added to existing stakes and 293 trimmed.
The largest buyer was Mather Group, adding an estimated $42.2M. The largest seller was Avantax Planning Partners, cutting an estimated $70.9M.
- 690 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2023, down from 696 in Q4 2022.
- Funds reported $6.68B of Schwab US Large-Cap Value ETF stock for Q1 2023, down 3.2% quarter-over-quarter.
- 58 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2023 and 45 closed out, a net change of +13 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2023 was Mather Group, an estimated $42.2M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2023 was Avantax Planning Partners, an estimated $70.9M sold.
Based on aggregated 13F filings for Q1 2023.