Schwab US Large-Cap Value ETF
SCHV
492 hedge funds and large institutions have $4.45B invested in Schwab US Large-Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 193 increasing their positions, 128 reducing their positions, and 17 closing their positions.
488% more first-time investments, than exits
New positions opened: 100 | Existing positions closed: 17
51% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 128
19% more funds holding in top 10
Funds holding in top 10: 48 → 57 (+9)
19% more funds holding
Funds holding: 415 → 492 (+77)
6% more capital invested
Capital invested by funds: $4.18B → $4.45B (+$263M)
54.43% less ownership
Funds ownership: 241.64% → 187.21% (-54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$38.6M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$35.7M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$16.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$13.6M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.15B |
| 2 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$87M |
| 3 |
Goldman Sachs
New York
|
-$34M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$10.2M |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$8.81M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BIA
501
BHK Investment Advisors
Birmingham,
Alabama
| – | -$816K | -43,134 | Closed |
|
|
JA
502
JOYN Advisors
Atlanta,
Georgia
| – | -$224K | -11,844 | Closed |
|
|
FCH
503
Freestone Capital Holdings
Seattle,
Washington
| – | -$219 | -11,580 | Closed |
|
|
NIC
504
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$47K | -2,484 | Closed |
|
|
AIC
505
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$29K | -1,527 | Closed |
|
|
SB
506
Strategic Blueprint
Atlanta,
Georgia
| – | -$15K | -789 | Closed |
|
507
UBS AM
Chicago,
Illinois
| – | -$12.5K | -660 | Closed |
|
|
MPWT
508
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$10K | -504 | Closed |
|
509
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$4K | -225 | Closed |
|
|
EWM
510
Elmwood Wealth Management
Berkeley,
California
| – | -$1K | -66 | Closed |
|
SCHV Hedge Fund Activity: Q4 2019 in Review
492 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2019, worth a combined $4.45B — up 6.3% from $4.18B a quarter earlier.
Buyers outnumbered sellers: 100 funds opened new SCHV positions and 17 closed out — a net gain of 83 holders — while 193 added to existing stakes and 128 trimmed.
The largest buyer was Ladenburg Thalmann Financial Services, adding an estimated $38.6M. The largest seller was Envestnet Asset Management, cutting an estimated $1.15B.
- 492 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2019, up from 415 in Q3 2019.
- Funds reported $4.45B of Schwab US Large-Cap Value ETF stock for Q4 2019, up 6.3% quarter-over-quarter.
- 100 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2019 and 17 closed out, a net change of +83 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2019 was Ladenburg Thalmann Financial Services, an estimated $38.6M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $1.15B sold.
Based on aggregated 13F filings for Q4 2019.