Schwab US Large-Cap Value ETF
SCHV
696 hedge funds and large institutions have $6.91B invested in Schwab US Large-Cap Value ETF in 2022 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 233 increasing their positions, 239 reducing their positions, and 45 closing their positions.
283% more call options, than puts
Call options by funds: $984K | Put options by funds: $257K
156% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 45
18% more funds holding in top 10
Funds holding in top 10: 74 → 87 (+13)
9% more funds holding
Funds holding: 638 → 696 (+58)
7% more capital invested
Capital invested by funds: $6.45B → $6.91B (+$459M)
5.4% more ownership
Funds ownership: 202.39% → 207.79% (+5.4%)
3% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 239
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
+$51.9M |
| 2 |
FA
Financial Advisors
Andover,
Massachusetts
|
+$43.5M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$39.4M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$30.6M |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$60.3M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$30.8M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$18.8M |
| 4 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$15.4M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.16M |
SCHV Hedge Fund Activity: Q4 2022 in Review
696 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2022, worth a combined $6.91B — up 7.1% from $6.45B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new SCHV positions and 45 closed out — a net gain of 70 holders — while 233 added to existing stakes and 239 trimmed.
The largest buyer was Mather Group, adding an estimated $51.9M. The largest seller was Financial Engines Advisors, cutting an estimated $60.3M.
- 696 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2022, up from 638 in Q3 2022.
- Funds reported $6.91B of Schwab US Large-Cap Value ETF stock for Q4 2022, up 7.1% quarter-over-quarter.
- 115 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2022 and 45 closed out, a net change of +70 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2022 was Mather Group, an estimated $51.9M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2022 was Financial Engines Advisors, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2022.