Schwab US Large-Cap Value ETF
SCHV
650 hedge funds and large institutions have $6.21B invested in Schwab US Large-Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 283 increasing their positions, 199 reducing their positions, and 45 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 283 | Existing positions reduced: 199
29% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 45
4% more funds holding in top 10
Funds holding in top 10: 70 → 73 (+3)
1% more funds holding
Funds holding: 644 → 650 (+6)
0.65% less ownership
Funds ownership: 68.76% → 68.11% (-0.65%)
12% less capital inflows, than outflows
Capital inflows: $384M | Capital outflows: $435M
20% less call options, than puts
Call options by funds: $506K | Put options by funds: $630K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$47.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$38.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$24.4M |
| 4 |
Savant Capital
Rockford,
Illinois
|
+$19M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$149M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$63.3M |
| 3 |
Avantax Planning Partners
Dubuque,
Iowa
|
-$39.3M |
| 4 |
Morgan Stanley
New York
|
-$32.5M |
| 5 |
Tradition Wealth Management
Edina,
Minnesota
|
-$19.8M |
SCHV Hedge Fund Activity: Q2 2022 in Review
650 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2022, worth a combined $6.21B — down 13% from $7.17B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new SCHV positions and 45 closed out — a net gain of 13 holders — while 283 added to existing stakes and 199 trimmed.
The largest buyer was SEI Investments, adding an estimated $47.6M. The largest seller was Financial Engines Advisors, cutting an estimated $149M.
- 650 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2022, up from 644 in Q1 2022.
- Funds reported $6.21B of Schwab US Large-Cap Value ETF stock for Q2 2022, down 13% quarter-over-quarter.
- 58 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2022 and 45 closed out, a net change of +13 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2022 was SEI Investments, an estimated $47.6M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2022 was Financial Engines Advisors, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2022.