Schwab US Large-Cap Value ETF
SCHV
688 hedge funds and large institutions have $6.76B invested in Schwab US Large-Cap Value ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 240 increasing their positions, 267 reducing their positions, and 46 closing their positions.
250% more call options, than puts
Call options by funds: $986K | Put options by funds: $282K
9% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 46
0.09% more ownership
Funds ownership: 69.16% → 69.25% (+0.09%)
1% less funds holding
Funds holding: 694 → 688 (-6)
10% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 267
15% less funds holding in top 10
Funds holding in top 10: 72 → 61 (-11)
23% less capital inflows, than outflows
Capital inflows: $268M | Capital outflows: $348M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mather Group
Chicago,
Illinois
|
+$40.4M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$28M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$27.8M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.9M |
| 5 |
Retirement Guys Formula
Maumee,
Ohio
|
+$9.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Main Management ETF Advisors
San Francisco,
California
|
-$62.3M |
| 2 |
Financial Management Professionals
Austin,
Texas
|
-$31.1M |
| 3 |
Main Management
San Francisco,
California
|
-$21.3M |
| 4 |
Scarborough Advisors
Annapolis,
Maryland
|
-$19.7M |
| 5 |
Nadler Financial Group
Deerfield,
Illinois
|
-$11.2M |
SCHV Hedge Fund Activity: Q2 2023 in Review
688 of the 6,390 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q2 2023, worth a combined $6.76B — up 0.91% from $6.7B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SCHV positions and 46 closed out — a net gain of 4 holders — while 240 added to existing stakes and 267 trimmed.
The largest buyer was Mather Group, adding an estimated $40.4M. The largest seller was Main Management ETF Advisors, exiting entirely with an estimated $62.3M sold.
- 688 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q2 2023, down from 694 in Q1 2023.
- Funds reported $6.76B of Schwab US Large-Cap Value ETF stock for Q2 2023, up 0.91% quarter-over-quarter.
- 50 funds opened new Schwab US Large-Cap Value ETF positions in Q2 2023 and 46 closed out, a net change of +4 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q2 2023 was Mather Group, an estimated $40.4M added.
- The largest Schwab US Large-Cap Value ETF seller in Q2 2023 was Main Management ETF Advisors, an estimated $62.3M sold.
Based on aggregated 13F filings for Q2 2023.