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SCHV

Schwab US Large-Cap Value ETF
SCHV

754 hedge funds and large institutions have $7.63B invested in Schwab US Large-Cap Value ETF in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 234 increasing their positions, 299 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

4% more funds holding

Funds holding: 726 → 754 (+28)

0% more capital invested

Capital invested by funds: $7.59B → $7.63B (+$37.2M)

0% more funds holding in top 10

Funds holding in top 10: 66 → 66 (0)

9.38% less ownership

Funds ownership: 219.18% → 209.8% (-9.4%)

22% less repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 299

Holders
754
Holders Change
+28
Holders Change %
+3.86%
% of All Funds
10.86%
Holding in Top 10
66
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.95%
New
80
Increased
234
Reduced
299
Closed
42
Calls
$691K
Puts
–
Net Calls
+$691K
Net Calls Change
-$936K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$40.8M
2
TWM
Tradition Wealth Management
Minnesota
+$24M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$21M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$19.3M
5
DP
Denver PWM
Colorado
+$15.5M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$272M
2
Osaic Holdings
Osaic Holdings
Arizona
-$78.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$61.5M
4
Morgan Stanley
Morgan Stanley
New York
-$52.6M
5
Financial Engines Advisors
Financial Engines Advisors
California
-$35.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
726
American Capital Advisory
Idaho
$5.44K – – –
SC
727
SouthState Corp
Florida
$5.09K – – –
AAP
728
Arax Advisory Partners
Colorado
$4.85K -$21.5K -897 -82%
CAM
729
Creekmur Asset Management
Illinois
$4.79K – – –
BAM
730
Bellevue Asset Management
Washington
$3.88K – – –
LB
731
Legacy Bridge
Iowa
$3.8K – – –
BNP Paribas Financial Markets
732
BNP Paribas Financial Markets
France
$3.5K +$3.09K +129 +1,433%
PWMG
733
Private Wealth Management Group
New Jersey
$3.42K – – –
CMA
734
Cedar Mountain Advisors
Oregon
$2.89K – – –
RWPA
735
Richard W. Paul & Associates
Michigan
$2.73K – – –
CCMW
736
Cypress Capital Management (Wyoming)
Wyoming
$2.66K – – –
WT
737
Washington Trust
Rhode Island
$2.66K – – –
AIA
738
Armor Investment Advisors
North Carolina
$2.51K – – –
RA
739
Rise Advisors
New York
$2.33K +$72 +3 +3%
AWM
740
Abound Wealth Management
Tennessee
$2.2K – – –
First Manhattan
741
First Manhattan
New York
$1.44K – – –
CP
742
Castleview Partners
Texas
$1.22K – – –
CMP
743
Coston McIsaac & Partners
Maine
$1K – – –
VAG
744
VisionPoint Advisory Group
Texas
$988 +$216 +9 +30%
WWM
745
Wolff Wiese Magana
California
$760 – – –
BIA
746
Bell Investment Advisors
California
$684 – – –
IF
747
Integrity Financial
Wyoming
$456 – – –
GGI
748
Godsey & Gibb Inc
Virginia
$380 – – –
NC
749
NewSquare Capital
Pennsylvania
$315 – – –
FFA
750
Founders Financial Alliance
North Carolina
$304 +$288 +12 New
28 29
30
31 32

SCHV Hedge Fund Activity: Q1 2024 in Review

754 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2024, worth a combined $7.63B — up 0.49% from $7.59B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SCHV positions and 42 closed out — a net gain of 38 holders — while 234 added to existing stakes and 299 trimmed.

The largest buyer was SEI Investments, adding an estimated $40.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $272M.

  • 754 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2024, up from 726 in Q4 2023.
  • Funds reported $7.63B of Schwab US Large-Cap Value ETF stock for Q1 2024, up 0.49% quarter-over-quarter.
  • 80 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2024 and 42 closed out, a net change of +38 holders.
  • The largest Schwab US Large-Cap Value ETF buyer in Q1 2024 was SEI Investments, an estimated $40.8M added.
  • The largest Schwab US Large-Cap Value ETF seller in Q1 2024 was Wealth Enhancement Advisory Services, an estimated $272M sold.

Based on aggregated 13F filings for Q1 2024.