Schwab US Large-Cap Value ETF
SCHV
643 hedge funds and large institutions have $7.17B invested in Schwab US Large-Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 283 increasing their positions, 187 reducing their positions, and 54 closing their positions.
76% more call options, than puts
Call options by funds: $578K | Put options by funds: $328K
51% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 187
8% more funds holding in top 10
Funds holding in top 10: 65 → 70 (+5)
2.08% more ownership
Funds ownership: 204.21% → 206.29% (+2.1%)
9% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 54
0% more capital invested
Capital invested by funds: $7.14B → $7.17B (+$29.6M)
0% less funds holding
Funds holding: 645 → 643 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$43M |
| 2 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$29.3M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$29.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$20M |
| 5 |
MG
Mather Group
Chicago,
Illinois
|
+$18.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$65.2M |
| 2 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
-$9.74M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$9.64M |
| 4 |
AG
Appleton Group
Appleton,
Wisconsin
|
-$9.63M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$9.56M |
SCHV Hedge Fund Activity: Q1 2022 in Review
643 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q1 2022, worth a combined $7.17B — up 0.42% from $7.14B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SCHV positions and 54 closed out — a net gain of 5 holders — while 283 added to existing stakes and 187 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $43M. The largest seller was Financial Engines Advisors, cutting an estimated $65.2M.
- 643 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q1 2022, down from 645 in Q4 2021.
- Funds reported $7.17B of Schwab US Large-Cap Value ETF stock for Q1 2022, up 0.42% quarter-over-quarter.
- 59 funds opened new Schwab US Large-Cap Value ETF positions in Q1 2022 and 54 closed out, a net change of +5 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q1 2022 was Morgan Stanley, an estimated $43M added.
- The largest Schwab US Large-Cap Value ETF seller in Q1 2022 was Financial Engines Advisors, an estimated $65.2M sold.
Based on aggregated 13F filings for Q1 2022.