Schwab US Large-Cap Value ETF
SCHV
644 hedge funds and large institutions have $7.14B invested in Schwab US Large-Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 262 increasing their positions, 171 reducing their positions, and 22 closing their positions.
414% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 22
53% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 171
18% more capital invested
Capital invested by funds: $6.05B → $7.14B (+$1.09B)
16% more funds holding in top 10
Funds holding in top 10: 56 → 65 (+9)
14.71% more ownership
Funds ownership: 189.5% → 204.21% (+15%)
14% more funds holding
Funds holding: 565 → 644 (+79)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$258M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$134M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$34M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.5M |
| 5 |
NQWM
Northwest Quadrant Wealth Management
Bend,
Oregon
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$29.3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$11M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$8.64M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$6.94M |
SCHV Hedge Fund Activity: Q4 2021 in Review
644 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2021, worth a combined $7.14B — up 18% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new SCHV positions and 22 closed out — a net gain of 91 holders — while 262 added to existing stakes and 171 trimmed.
The largest buyer was SEI Investments, adding an estimated $258M. The largest seller was Kestra Advisory Services, cutting an estimated $29.3M.
- 644 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2021, up from 565 in Q3 2021.
- Funds reported $7.14B of Schwab US Large-Cap Value ETF stock for Q4 2021, up 18% quarter-over-quarter.
- 113 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2021 and 22 closed out, a net change of +91 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2021 was SEI Investments, an estimated $258M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2021 was Kestra Advisory Services, an estimated $29.3M sold.
Based on aggregated 13F filings for Q4 2021.