Schwab US Large-Cap Value ETF
SCHV
684 hedge funds and large institutions have $6.77B invested in Schwab US Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 238 increasing their positions, 266 reducing their positions, and 46 closing their positions.
250% more call options, than puts
Call options by funds: $986K | Put options by funds: $282K
2.83% more ownership
Funds ownership: 207.39% → 210.22% (+2.8%)
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
1% more capital invested
Capital invested by funds: $6.68B → $6.77B (+$87.3M)
1% less funds holding
Funds holding: 690 → 684 (-6)
11% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 266
15% less funds holding in top 10
Funds holding in top 10: 71 → 60 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
+$81.4M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$40.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$27.8M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMEA
Main Management ETF Advisors
San Francisco,
California
|
-$62.3M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$31.1M |
| 3 |
MM
Main Management
San Francisco,
California
|
-$21.3M |
| 4 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$19.7M |
| 5 |
NFG
Nadler Financial Group
Deerfield,
Illinois
|
-$11.2M |
SCHV Hedge Fund Activity: Q2 2023 in Review
684 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2023, worth a combined $6.77B — up 1.3% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHV positions and 46 closed out — a net gain of 4 holders — while 238 added to existing stakes and 266 trimmed.
The largest buyer was Bishop & Co Investment Management, adding an estimated $81.4M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $62.3M sold.
- 684 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2023, down from 690 in Q1 2023.
- Funds reported $6.77B of Schwab US Large-Cap Value ETF stock for Q2 2023, up 1.3% quarter-over-quarter.
- 50 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2023 and 46 closed out, a net change of +4 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2023 was Bishop & Co Investment Management, an estimated $81.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2023 was Main Management ETF Advisors, an estimated $62.3M sold.
Based on aggregated 13F filings for Q2 2023.