Schwab US Large- Cap ETF
SCHX
1,035 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2022 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 406 increasing their positions, 351 reducing their positions, and 46 closing their positions.
390% more call options, than puts
Call options by funds: $3.14M | Put options by funds: $641K
220% more first-time investments, than exits
New positions opened: 147 | Existing positions closed: 46
16% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 351
9% more capital invested
Capital invested by funds: $18.5B → $20.2B (+$1.7B)
8% more funds holding
Funds holding: 959 → 1,035 (+76)
2.42% more ownership
Funds ownership: 203.98% → 206.4% (+2.4%)
4% less funds holding in top 10
Funds holding in top 10: 170 → 164 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$420M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
+$280M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$92.7M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$87.7M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$171M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$67.2M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$60.7M |
| 4 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$57.2M |
| 5 |
AWS
AJ Wealth Strategies
New York
|
-$51.5M |
SCHX Hedge Fund Activity: Q4 2022 in Review
1,035 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2022, worth a combined $20.2B — up 9.2% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 147 funds opened new SCHX positions and 46 closed out — a net gain of 101 holders — while 406 added to existing stakes and 351 trimmed.
The largest buyer was HBK Sorce Advisory, adding an estimated $420M. The largest seller was Janus Henderson Group, cutting an estimated $171M.
- 1,035 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2022, up from 959 in Q3 2022.
- Funds reported $20.2B of Schwab US Large- Cap ETF stock for Q4 2022, up 9.2% quarter-over-quarter.
- 147 funds opened new Schwab US Large- Cap ETF positions in Q4 2022 and 46 closed out, a net change of +101 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2022 was HBK Sorce Advisory, an estimated $420M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2022 was Janus Henderson Group, an estimated $171M sold.
Based on aggregated 13F filings for Q4 2022.