Schwab US Large- Cap ETF
SCHX
378 hedge funds and large institutions have $4.82B invested in Schwab US Large- Cap ETF in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 196 increasing their positions, 101 reducing their positions, and 23 closing their positions.
94% more repeat investments, than reductions
Existing positions increased: 196 | Existing positions reduced: 101
78% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 23
17% more capital invested
Capital invested by funds: $4.11B → $4.82B (+$710M)
13.26% more ownership
Funds ownership: 271.88% → 285.14% (+13%)
8% more funds holding in top 10
Funds holding in top 10: 61 → 66 (+5)
5% more funds holding
Funds holding: 361 → 378 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$219M |
| 2 |
AssetMark Inc
Concord,
California
|
+$89.5M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$44.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$30M |
| 5 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
+$25.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$9.52M |
| 2 |
Jane Street
New York
|
-$8.57M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$6.89M |
| 4 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$5.28M |
| 5 |
QI
QS Investors
New York
|
-$4.45M |
SCHX Hedge Fund Activity: Q3 2017 in Review
378 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2017, worth a combined $4.82B — up 17% from $4.11B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SCHX positions and 23 closed out — a net gain of 18 holders — while 196 added to existing stakes and 101 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $219M. The largest seller was Tradewinds Capital Management, cutting an estimated $9.52M.
- 378 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2017, up from 361 in Q2 2017.
- Funds reported $4.82B of Schwab US Large- Cap ETF stock for Q3 2017, up 17% quarter-over-quarter.
- 41 funds opened new Schwab US Large- Cap ETF positions in Q3 2017 and 23 closed out, a net change of +18 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $219M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2017 was Tradewinds Capital Management, an estimated $9.52M sold.
Based on aggregated 13F filings for Q3 2017.