Schwab US Large-Cap Value ETF
SCHV
788 hedge funds and large institutions have $8.44B invested in Schwab US Large-Cap Value ETF in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 281 increasing their positions, 265 reducing their positions, and 37 closing their positions.
81% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 37
10% more capital invested
Capital invested by funds: $7.65B → $8.44B (+$784M)
10.12% more ownership
Funds ownership: 213.3% → 223.43% (+10%)
3% more funds holding
Funds holding: 764 → 788 (+24)
6% more repeat investments, than reductions
Existing positions increased: 281 | Existing positions reduced: 265
3% less funds holding in top 10
Funds holding in top 10: 65 → 63 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$177M |
| 2 |
DW
Dodds Wealth
Greenwood Village,
Colorado
|
+$66.7M |
| 3 |
Financial Engines Advisors
Santa Clara,
California
|
+$64.1M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$63.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$48.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APP
Avantax Planning Partners
Dubuque,
Iowa
|
-$55M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
-$29.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$16.7M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$13.7M |
SCHV Hedge Fund Activity: Q3 2024 in Review
788 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large-Cap Value ETF (SCHV) for Q3 2024, worth a combined $8.44B — up 10% from $7.65B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SCHV positions and 37 closed out — a net gain of 30 holders — while 281 added to existing stakes and 265 trimmed.
The largest buyer was Moneta Group Investment Advisors, adding an estimated $177M. The largest seller was Avantax Planning Partners, cutting an estimated $55M.
- 788 institutional investors held Schwab US Large-Cap Value ETF (SCHV) as of Q3 2024, up from 764 in Q2 2024.
- Funds reported $8.44B of Schwab US Large-Cap Value ETF stock for Q3 2024, up 10% quarter-over-quarter.
- 67 funds opened new Schwab US Large-Cap Value ETF positions in Q3 2024 and 37 closed out, a net change of +30 holders.
- The largest Schwab US Large-Cap Value ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $177M added.
- The largest Schwab US Large-Cap Value ETF seller in Q3 2024 was Avantax Planning Partners, an estimated $55M sold.
Based on aggregated 13F filings for Q3 2024.