Schwab US Large- Cap ETF
SCHX
361 hedge funds and large institutions have $4.11B invested in Schwab US Large- Cap ETF in 2017 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 185 increasing their positions, 95 reducing their positions, and 13 closing their positions.
208% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 13
95% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 95
13% more capital invested
Capital invested by funds: $3.63B → $4.11B (+$479M)
6% more funds holding
Funds holding: 340 → 361 (+21)
6.13% more ownership
Funds ownership: 265.75% → 271.88% (+6.1%)
2% less funds holding in top 10
Funds holding in top 10: 62 → 61 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$218M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$59.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$29.8M |
| 4 |
AssetMark Inc
Concord,
California
|
+$16.3M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$14.3M |
| 2 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
-$10.9M |
| 3 |
SG Americas Securities
New York
|
-$6.63M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$6.4M |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$5.34M |
SCHX Hedge Fund Activity: Q2 2017 in Review
361 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2017, worth a combined $4.11B — up 13% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHX positions and 13 closed out — a net gain of 27 holders — while 185 added to existing stakes and 95 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $218M. The largest seller was CWH Capital Management, cutting an estimated $14.3M.
- 361 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2017, up from 340 in Q1 2017.
- Funds reported $4.11B of Schwab US Large- Cap ETF stock for Q2 2017, up 13% quarter-over-quarter.
- 40 funds opened new Schwab US Large- Cap ETF positions in Q2 2017 and 13 closed out, a net change of +27 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2017 was Charles Schwab Investment Advisory, an estimated $218M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2017 was CWH Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q2 2017.