Schwab US Large-Cap Value ETF
SCHV
452 hedge funds and large institutions have $4.49B invested in Schwab US Large-Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 163 increasing their positions, 167 reducing their positions, and 37 closing their positions.
214% more call options, than puts
Call options by funds: $673K | Put options by funds: $214K
11% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 37
7% more capital invested
Capital invested by funds: $4.19B → $4.49B (+$295M)
2.66% more ownership
Funds ownership: 197.81% → 200.47% (+2.7%)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
1% less funds holding
Funds holding: 456 → 452 (-4)
2% less repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$79.3M |
| 2 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$57M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$28.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.8M |
| 5 |
LJAC
L.J. Altfest & Co
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$39.9M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$23M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$17.2M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$10.6M |
| 5 |
CGFA
Colton Groome Financial Advisors
Asheville,
North Carolina
|
-$7.91M |
SCHV Hedge Fund Activity: Q3 2020 in Review
452 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2020, worth a combined $4.49B — up 7% from $4.19B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHV positions and 37 closed out — a net gain of 4 holders — while 163 added to existing stakes and 167 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $79.3M. The largest seller was Horizon Investments, cutting an estimated $39.9M.
- 452 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2020, down from 456 in Q2 2020.
- Funds reported $4.49B of Schwab US Large-Cap Value ETF stock for Q3 2020, up 7% quarter-over-quarter.
- 41 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2020 and 37 closed out, a net change of +4 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2020 was Osaic Holdings, an estimated $79.3M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2020 was Horizon Investments, an estimated $39.9M sold.
Based on aggregated 13F filings for Q3 2020.