Schwab US Large-Cap Value ETF
SCHV
761 hedge funds and large institutions have $7.65B invested in Schwab US Large-Cap Value ETF in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 208 increasing their positions, 300 reducing their positions, and 43 closing their positions.
42% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 43
3.42% more ownership
Funds ownership: 209.8% → 213.22% (+3.4%)
1% more funds holding
Funds holding: 753 → 761 (+8)
0% more capital invested
Capital invested by funds: $7.63B → $7.65B (+$17.3M)
3% less funds holding in top 10
Funds holding in top 10: 66 → 64 (-2)
31% less repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 300
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$55.8M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$46.6M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$41M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28.3M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$25.5M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$18.8M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$8.76M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$6.13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWM
801
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$14.7K | -579 | Closed |
|
|
CAM
802
Creekmur Asset Management
Morton,
Illinois
| – | -$4.79K | -189 | Closed |
|
|
LB
803
Legacy Bridge
West Des Moines,
Iowa
| – | -$3.8K | -150 | Closed |
|
804
BNP Paribas Financial Markets
Paris,
France
| – | -$3.5K | -138 | Closed |
|
805
First Manhattan
New York
| – | -$1.44K | -57 | Closed |
|
SCHV Hedge Fund Activity: Q2 2024 in Review
761 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2024, worth a combined $7.65B — up 0.23% from $7.63B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SCHV positions and 43 closed out — a net gain of 18 holders — while 208 added to existing stakes and 300 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $55.8M. The largest seller was Financial Engines Advisors, cutting an estimated $25.5M.
- 761 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2024, up from 753 in Q1 2024.
- Funds reported $7.65B of Schwab US Large-Cap Value ETF stock for Q2 2024, up 0.23% quarter-over-quarter.
- 61 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2024 and 43 closed out, a net change of +18 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2024 was HighTower Advisors, an estimated $55.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2024 was Financial Engines Advisors, an estimated $25.5M sold.
Based on aggregated 13F filings for Q2 2024.