Schwab US Large-Cap Value ETF
SCHV
562 hedge funds and large institutions have $6.29B invested in Schwab US Large-Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 247 increasing their positions, 161 reducing their positions, and 29 closing their positions.
93% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 29
91% more call options, than puts
Call options by funds: $431K | Put options by funds: $226K
53% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 161
4% more funds holding
Funds holding: 538 → 562 (+24)
3% more capital invested
Capital invested by funds: $6.1B → $6.29B (+$192M)
2% less funds holding in top 10
Funds holding in top 10: 57 → 56 (-1)
2.97% less ownership
Funds ownership: 199.52% → 196.55% (-3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$56.9M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$35.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.6M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$19.9M |
| 5 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
+$14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$358M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$21.4M |
| 3 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$11.5M |
| 4 |
Betterment LLC
New York
|
-$8.33M |
| 5 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$6.83M |
SCHV Hedge Fund Activity: Q2 2021 in Review
562 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2021, worth a combined $6.29B — up 3.1% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCHV positions and 29 closed out — a net gain of 27 holders — while 247 added to existing stakes and 161 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $56.9M. The largest seller was Financial Engines Advisors, cutting an estimated $358M.
- 562 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2021, up from 538 in Q1 2021.
- Funds reported $6.29B of Schwab US Large-Cap Value ETF stock for Q2 2021, up 3.1% quarter-over-quarter.
- 56 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2021 and 29 closed out, a net change of +27 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $56.9M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2021 was Financial Engines Advisors, an estimated $358M sold.
Based on aggregated 13F filings for Q2 2021.