Schwab US Large- Cap ETF
SCHX
959 hedge funds and large institutions have $18.5B invested in Schwab US Large- Cap ETF in 2022 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 398 increasing their positions, 339 reducing their positions, and 61 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 398 | Existing positions reduced: 339
11% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 61
8.76% more ownership
Funds ownership: 195.22% → 203.98% (+8.8%)
5% more capital invested
Capital invested by funds: $17.6B → $18.5B (+$931M)
2% more funds holding in top 10
Funds holding in top 10: 166 → 170 (+4)
1% less funds holding
Funds holding: 968 → 959 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$445M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$360M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$185M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$158M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
+$68.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OAM
Oak Asset Management
Westlake Village,
California
|
-$32.6M |
| 2 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$30.7M |
| 3 |
NSAM
North Star Asset Management
Neenah,
Wisconsin
|
-$21.9M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$19.4M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$19.3M |
SCHX Hedge Fund Activity: Q3 2022 in Review
959 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2022, worth a combined $18.5B — up 5.3% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new SCHX positions and 61 closed out — a net gain of 7 holders — while 398 added to existing stakes and 339 trimmed.
The largest buyer was Creative Planning, adding an estimated $445M. The largest seller was Oak Asset Management, exiting entirely with an estimated $32.6M sold.
- 959 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2022, down from 968 in Q2 2022.
- Funds reported $18.5B of Schwab US Large- Cap ETF stock for Q3 2022, up 5.3% quarter-over-quarter.
- 68 funds opened new Schwab US Large- Cap ETF positions in Q3 2022 and 61 closed out, a net change of +7 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2022 was Creative Planning, an estimated $445M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2022 was Oak Asset Management, an estimated $32.6M sold.
Based on aggregated 13F filings for Q3 2022.