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Schwab US Large- Cap ETF
SCHX

84 hedge funds and large institutions have $429M invested in Schwab US Large- Cap ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

160.36% more ownership

Funds ownership: 0% → 160.36% (+160%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
84
Increased
–
Reduced
–
Closed
–
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
BO
26
BRR OpCo
Ohio
$1.57M +$1.58M +246,660 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.56M +$1.56M +244,548 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.53M +$1.54M +240,690 New
TH
29
Timber Hill
Connecticut
$1.5M +$1.51M +235,380 New
SIC
30
Salem Investment Counselors
North Carolina
$1.33M +$1.34M +209,286 New
ACM
31
Avalon Capital Management
California
$1.3M +$1.3M +203,850 New
NIC
32
Northwest Investment Counselors
Oregon
$1.2M +$1.2M +187,920 New
CCM
33
Condor Capital Management
New Jersey
$1.19M +$1.19M +186,552 New
BCI
34
Brinker Capital Investments
Pennsylvania
$1.02M +$1.03M +160,800 New
QCMC
35
Quantum Capital Management (California)
California
$931K +$936K +146,328 New
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$890K +$894K +139,788 New
IFS
37
Ifrah Financial Services
Arkansas
$873K +$877K +137,094 New
UCFA
38
United Capital Financial Advisors
Texas
$863K +$868K +135,594 New
WAM
39
Wood Asset Management
Florida
$810K +$814K +127,200 New
JFG
40
JMG Financial Group
Illinois
$767K +$771K +120,480 New
BCM
41
BTR Capital Management
California
$707K +$710K +111,000 New
SWA
42
SFMG Wealth Advisors
Texas
$704K +$708K +110,658 New
SSWM
43
Sheets Smith Wealth Management
North Carolina
$600K +$603K +94,200 New
BRWA
44
B. Riley Wealth Advisors
Florida
$595K +$598K +93,474 New
AA
45
Alesco Advisors
New York
$571K +$574K +89,640 New
EMA
46
Efficient Market Advisors
California
$501K +$503K +78,654 New
NPC
47
National Planning Corporation
California
$501K +$507K +79,266 New
AI
48
Atria Investments
North Carolina
$455K +$457K +71,460 New
CMP
49
Courage Miller Partners
Virginia
$453K +$456K +71,190 New
SAM
50
Summit Asset Management
Tennessee
$450K +$453K +70,770 New
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SCHX Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2013, worth a combined $429M.

Buyers outnumbered sellers: 84 funds opened new SCHX positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $429M of Schwab US Large- Cap ETF stock for Q2 2013.
  • 84 funds opened new Schwab US Large- Cap ETF positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.