Schwab US Large-Cap Value ETF
SCHV
638 hedge funds and large institutions have $6.45B invested in Schwab US Large-Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 267 increasing their positions, 199 reducing their positions, and 52 closing their positions.
180% more call options, than puts
Call options by funds: $673K | Put options by funds: $240K
34% more repeat investments, than reductions
Existing positions increased: 267 | Existing positions reduced: 199
3% more funds holding in top 10
Funds holding in top 10: 72 → 74 (+2)
4% more capital invested
Capital invested by funds: $6.19B → $6.45B (+$256M)
2% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 52
1% less funds holding
Funds holding: 647 → 638 (-9)
1.87% less ownership
Funds ownership: 204.27% → 202.39% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$62.2M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$35.3M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$22.4M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$15.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$163M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$23.7M |
| 3 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$16.8M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$10.4M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$7.8M |
SCHV Hedge Fund Activity: Q3 2022 in Review
638 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2022, worth a combined $6.45B — up 4.1% from $6.19B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of SCHV and 51 opened new positions — a net loss of 1 holder — while 199 trimmed existing stakes and 267 added.
The largest buyer was SEI Investments, adding an estimated $62.2M. The largest seller was Financial Engines Advisors, cutting an estimated $163M.
- 638 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2022, down from 647 in Q2 2022.
- Funds reported $6.45B of Schwab US Large-Cap Value ETF stock for Q3 2022, up 4.1% quarter-over-quarter.
- 51 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2022 and 52 closed out, a net change of -1 holder.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2022 was SEI Investments, an estimated $62.2M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2022 was Financial Engines Advisors, an estimated $163M sold.
Based on aggregated 13F filings for Q3 2022.