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Schwab US Large- Cap ETF
SCHX

510 hedge funds and large institutions have $8.18B invested in Schwab US Large- Cap ETF in 2018 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 251 increasing their positions, 161 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 23

56% more repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 161

28% more capital invested

Capital invested by funds: $6.38B → $8.18B (+$1.8B)

22.44% more ownership

Funds ownership: 303.34% → 325.78% (+22%)

7% more funds holding in top 10

Funds holding in top 10: 89 → 95 (+6)

5% more funds holding

Funds holding: 488 → 510 (+22)

Holders
510
Holders Change
+22
Holders Change %
+4.51%
% of All Funds
11.66%
Holding in Top 10
95
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+6.74%
% of All Funds
2.17%
New
46
Increased
251
Reduced
161
Closed
23
Calls
$362K
Puts
–
Net Calls
+$362K
Net Calls Change
-$164K

Top Buyers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
+$968M
2
CSIA
Charles Schwab Investment Advisory
California
+$108M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.5M
4
BTS
BB&T Securities
Virginia
+$38.5M
5
PFG
Piershale Financial Group
Illinois
+$28.5M

Top Sellers

Rank Fund Capital Flow
1
QI
QS Investors
New York
-$16.2M
2
FC
Financial Consulate
Maryland
-$13.3M
3
MFS
Monetta Financial Services
Illinois
-$7.8M
4
KM
Kalos Management
Georgia
-$5.6M
5
B
Bailard
California
-$5.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
26
Wealthspire Advisors (Maryland)
Maryland
$36.6M +$1.07M +94,044 +3%
RWM
27
RKL Wealth Management
Pennsylvania
$35.2M +$2.56M +224,802 +8%
PA
28
Planning Alternatives
Michigan
$35M +$93.9K +8,262 +0.3%
TAT
29
TD Ameritrade Trust
Colorado
$32.5M -$418K -36,786 -1%
ML
30
McAdam LLC
Pennsylvania
$32.2M +$1.61M +141,774 +5%
ACG
31
Allen Capital Group
Nebraska
$30.2M -$214K -18,846 -0.7%
AFS
32
Access Financial Services
Minnesota
$29.1M +$2.71M +238,050 +10%
PFG
33
Piershale Financial Group
Illinois
$29M +$28.5M +2,502,696 New
AAMA
34
Advanced Asset Management Advisors
Ohio
$27.9M – – –
CMP
35
Courage Miller Partners
Virginia
$27.9M -$246K -21,642 -0.9%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$27.2M +$2.35M +206,904 +10%
CCA
37
Cobblestone Capital Advisors
New York
$27.1M -$1.98M -174,054 -7%
JFG
38
JMG Financial Group
Illinois
$27.1M +$4.49M +395,202 +20%
AWMG
39
Alliance Wealth Management Group
New Jersey
$26.9M +$2.04M +179,208 +8%
TCM
40
Towercrest Capital Management
Pennsylvania
$26.9M +$2.04M +179,208 +8%
BSB
41
Bangor Savings Bank
Maine
$25.1M +$1.38M +121,488 +6%
AIA
42
Arcadia Investment Advisors
Idaho
$25M +$619K +54,432 +3%
BA
43
Bristlecone Advisors
Washington
$24.7M +$2.06M +181,446 +9%
BWA
44
BlueSky Wealth Advisors
North Carolina
$23.8M +$918K +80,730 +4%
RCIM
45
Red Cedar Investment Management
Michigan
$22.8M +$22.3M +1,963,710 New
RJFSA
46
Raymond James Financial Services Advisors
Florida
$22.2M -$54K -4,746 -0.2%
AA
47
Ancora Advisors
Ohio
$21.6M +$1.19M +104,760 +6%
WCWM
48
Wooster Corthell Wealth Management
Connecticut
$21.2M -$165K -14,526 -0.8%
CHA
49
Cooper/Haims Advisors
New York
$21.1M +$5.64M +495,924 +38%
RRC
50
Relaxing Retirement Coach
Massachusetts
$20.9M -$899K -79,080 -4%
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SCHX Hedge Fund Activity: Q3 2018 in Review

510 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2018, worth a combined $8.18B — up 28% from $6.38B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SCHX positions and 23 closed out — a net gain of 23 holders — while 251 added to existing stakes and 161 trimmed.

The largest buyer was SEI Investments, adding an estimated $968M. The largest seller was QS Investors, cutting an estimated $16.2M.

  • 510 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2018, up from 488 in Q2 2018.
  • Funds reported $8.18B of Schwab US Large- Cap ETF stock for Q3 2018, up 28% quarter-over-quarter.
  • 46 funds opened new Schwab US Large- Cap ETF positions in Q3 2018 and 23 closed out, a net change of +23 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q3 2018 was SEI Investments, an estimated $968M added.
  • The largest Schwab US Large- Cap ETF seller in Q3 2018 was QS Investors, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2018.