Schwab US Large-Cap Value ETF
SCHV
291 hedge funds and large institutions have $2.07B invested in Schwab US Large-Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 135 increasing their positions, 73 reducing their positions, and 22 closing their positions.
85% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 73
50% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 22
24.8% more ownership
Funds ownership: 140.65% → 165.45% (+25%)
8% more capital invested
Capital invested by funds: $1.92B → $2.07B (+$157M)
3% more funds holding
Funds holding: 283 → 291 (+8)
3% less funds holding in top 10
Funds holding in top 10: 29 → 28 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCI
Financial Counselors Inc
Overland Park,
Kansas
|
+$268M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
+$59.1M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$46.4M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$33M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$18.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Apriem Advisors
Irvine,
California
|
-$11M |
| 2 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$8.73M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$7.33M |
| 4 |
RRC
Relaxing Retirement Coach
Wellesley,
Massachusetts
|
-$3.52M |
| 5 |
LCC
Lincoln Capital Corp
East Greenwich,
Rhode Island
|
-$2.2M |
SCHV Hedge Fund Activity: Q2 2018 in Review
291 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2018, worth a combined $2.07B — up 8.2% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new SCHV positions and 22 closed out — a net gain of 11 holders — while 135 added to existing stakes and 73 trimmed.
The largest buyer was Financial Counselors Inc, adding an estimated $268M. The largest seller was Apriem Advisors, cutting an estimated $11M.
- 291 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2018, up from 283 in Q1 2018.
- Funds reported $2.07B of Schwab US Large-Cap Value ETF stock for Q2 2018, up 8.2% quarter-over-quarter.
- 33 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2018 and 22 closed out, a net change of +11 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2018 was Financial Counselors Inc, an estimated $268M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2018 was Apriem Advisors, an estimated $11M sold.
Based on aggregated 13F filings for Q2 2018.