Schwab US Large-Cap Value ETF
SCHV
644 hedge funds and large institutions have $6.7B invested in Schwab US Large-Cap Value ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 239 increasing their positions, 256 reducing their positions, and 61 closing their positions.
4.02% more ownership
Funds ownership: 210.22% → 214.23% (+4%)
1% less capital invested
Capital invested by funds: $6.77B → $6.7B (-$75.5M)
7% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 256
6% less funds holding
Funds holding: 684 → 644 (-40)
15% less funds holding in top 10
Funds holding in top 10: 60 → 51 (-9)
48% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$135M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$78.5M |
| 3 |
MG
Mather Group
Chicago,
Illinois
|
+$44M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$30M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCIM
Bishop & Co Investment Management
Erie,
Pennsylvania
|
-$85.1M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$42.7M |
| 3 |
NQWM
Northwest Quadrant Wealth Management
Bend,
Oregon
|
-$22.1M |
| 4 |
Cerity Partners
New York
|
-$16.9M |
| 5 |
PA
Prism Advisors
Studio City,
California
|
-$16.8M |
SCHV Hedge Fund Activity: Q3 2023 in Review
644 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2023, worth a combined $6.7B — down 1.1% from $6.77B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of SCHV and 32 opened new positions — a net loss of 29 holders — while 256 trimmed existing stakes and 239 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $135M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $85.1M sold.
- 644 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2023, down from 684 in Q2 2023.
- Funds reported $6.7B of Schwab US Large-Cap Value ETF stock for Q3 2023, down 1.1% quarter-over-quarter.
- 32 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2023 and 61 closed out, a net change of -29 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $135M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $85.1M sold.
Based on aggregated 13F filings for Q3 2023.