Schwab US Large-Cap Value ETF
SCHV
823 hedge funds and large institutions have $9.88B invested in Schwab US Large-Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 291 increasing their positions, 280 reducing their positions, and 56 closing their positions.
98% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 56
21% more funds holding in top 10
Funds holding in top 10: 62 → 75 (+13)
17% more capital invested
Capital invested by funds: $8.43B → $9.88B (+$1.45B)
5% more funds holding
Funds holding: 785 → 823 (+38)
4% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 280
150.07% less ownership
Funds ownership: 223.34% → 73.27% (-150%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$67.8M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
+$44.6M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$37M |
| 4 |
Goldman Sachs
New York
|
+$21.5M |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$176M |
| 2 |
Financial Engines Advisors
Santa Clara,
California
|
-$82.8M |
| 3 |
DW
Dodds Wealth
Greenwood Village,
Colorado
|
-$71.7M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$40.7M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$30.7M |
SCHV Hedge Fund Activity: Q4 2024 in Review
823 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q4 2024, worth a combined $9.88B — up 17% from $8.43B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new SCHV positions and 56 closed out — a net gain of 55 holders — while 291 added to existing stakes and 280 trimmed.
The largest buyer was SEI Investments, adding an estimated $67.8M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $176M.
- 823 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q4 2024, up from 785 in Q3 2024.
- Funds reported $9.88B of Schwab US Large-Cap Value ETF stock for Q4 2024, up 17% quarter-over-quarter.
- 111 funds opened new Schwab US Large-Cap Value ETF positions in Q4 2024 and 56 closed out, a net change of +55 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q4 2024 was SEI Investments, an estimated $67.8M added.
- The largest Schwab US Large-Cap Value ETF seller in Q4 2024 was Moneta Group Investment Advisors, an estimated $176M sold.
Based on aggregated 13F filings for Q4 2024.