Schwab US Large-Cap Value ETF
SCHV
453 hedge funds and large institutions have $3.59B invested in Schwab US Large-Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 189 increasing their positions, 170 reducing their positions, and 72 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 170
3.79% more ownership
Funds ownership: 62.4% → 66.19% (+3.8%)
8% less funds holding
Funds holding: 492 → 453 (-39)
16% less funds holding in top 10
Funds holding in top 10: 57 → 48 (-9)
19% less capital invested
Capital invested by funds: $4.46B → $3.59B (-$867M)
39% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Sunbelt Securities
Houston,
Texas
|
+$160M |
| 2 |
Betterment LLC
New York
|
+$118M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$85.7M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$55.1M |
| 5 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$98.2M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$17.3M |
| 3 |
JWM
Janiczek Wealth Management
Denver,
Colorado
|
-$13.2M |
| 4 |
KLI
Kelman-Lazarov Inc
Memphis,
Tennessee
|
-$10.6M |
| 5 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$9.19M |
SCHV Hedge Fund Activity: Q1 2020 in Review
453 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2020, worth a combined $3.59B — down 19% from $4.46B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of SCHV and 44 opened new positions — a net loss of 28 holders — while 170 trimmed existing stakes and 189 added.
The largest buyer was Sunbelt Securities, adding an estimated $160M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $98.2M.
- 453 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2020, down from 492 in Q4 2019.
- Funds reported $3.59B of Schwab US Large-Cap Value ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 44 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2020 and 72 closed out, a net change of -28 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2020 was Sunbelt Securities, an estimated $160M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2020 was Wealth Enhancement Advisory Services, an estimated $98.2M sold.
Based on aggregated 13F filings for Q1 2020.