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Schwab US Large- Cap ETF
SCHX

809 hedge funds and large institutions have $16.3B invested in Schwab US Large- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 286 increasing their positions, 306 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

545% more call options, than puts

Call options by funds: $2.06M | Put options by funds: $320K

281% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 31

15% more capital invested

Capital invested by funds: $14.1B → $16.3B (+$2.15B)

10% more funds holding

Funds holding: 734 → 809 (+75)

2.23% more ownership

Funds ownership: 379.55% → 381.79% (+2.2%)

1% more funds holding in top 10

Funds holding in top 10: 151 → 153 (+2)

7% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 306

Holders
809
Holders Change
+75
Holders Change %
+10.22%
% of All Funds
14.32%
Holding in Top 10
153
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
2.71%
New
118
Increased
286
Reduced
306
Closed
31
Calls
$2.06M
Puts
$320K
Net Calls
+$1.75M
Net Calls Change
+$2.44M

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$172M
2
Charles Schwab
Charles Schwab
California
+$100M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$48.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$43.7M
5
WANY
Wealthspire Advisors (New York)
New York
+$42.1M

Top Sellers

Rank Fund Capital Flow
1
SEI Investments
SEI Investments
Pennsylvania
-$210M
2
FMP
Financial Management Professionals
Texas
-$32.3M
3
5L
55I LLC
Massachusetts
-$29.2M
4
BCI
Brinker Capital Investments
Pennsylvania
-$27.2M
5
UBS Group
UBS Group
Switzerland
-$21.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Evercore Wealth Management
New York
$268K – – –
WPW
652
Waldron Private Wealth
Pennsylvania
$268K – – –
PLFAM
653
Pineno Levin & Ford Asset Management
Virginia
$267K +$36.5K +2,550 +17%
RSWM
654
Robertson Stephens Wealth Management
California
$266K -$21.2K -1,482 -8%
HHGA
655
Halbert Hargrove Global Advisors
California
$264K – – –
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$264K – – –
HGWM
657
Horst & Graben Wealth Management
Oregon
$263K +$773 +54 +0.3%
LF
658
LifeSteps Financial
California
$258K -$17.4K -1,218 -7%
MAG
659
Mayfair Advisory Group
Alabama
$255K -$116K -8,100 -32%
NFC
660
Northeast Financial Consultants
Connecticut
$255K – – –
KA
661
Kovack Advisors
Florida
$255K +$241K +16,830 New
GWA
662
GGM Wealth Advisors
Maryland
$250K +$233K +16,254 New
TP
663
Tranquility Partners
Tennessee
$248K – – –
TCM
664
Tradewinds Capital Management
Washington
$246K -$2.99M -208,872 -93%
HWA
665
Heartwood Wealth Advisors
Virginia
$246K -$13K -906 -5%
MG
666
McCutchen Group
Washington
$243K – – –
CA
667
Cambridge Advisors
Nebraska
$240K – – –
MSR
668
Main Street Research
Connecticut
$237K +$223K +15,606 New
PFA
669
Plotkin Financial Advisors
Maryland
$236K – – –
RIS
670
Retirement Income Solutions
Michigan
$236K +$223K +15,588 New
GG
671
Gofen & Glossberg
Illinois
$236K +$223K +15,594 New
LB
672
Leo Brokerage
Texas
$235K +$222K +15,486 New
SI
673
Shaker Investments
Ohio
$234K +$7.64K +534 +4%
BWA
674
Beam Wealth Advisors
Louisiana
$233K +$220K +15,396 New
ACA
675
Affinity Capital Advisors
California
$230K -$33K -2,304 -13%
25 26
27
28 29

SCHX Hedge Fund Activity: Q4 2020 in Review

809 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2020, worth a combined $16.3B — up 15% from $14.1B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new SCHX positions and 31 closed out — a net gain of 87 holders — while 286 added to existing stakes and 306 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $172M. The largest seller was SEI Investments, cutting an estimated $210M.

  • 809 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2020, up from 734 in Q3 2020.
  • Funds reported $16.3B of Schwab US Large- Cap ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 118 funds opened new Schwab US Large- Cap ETF positions in Q4 2020 and 31 closed out, a net change of +87 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $172M added.
  • The largest Schwab US Large- Cap ETF seller in Q4 2020 was SEI Investments, an estimated $210M sold.

Based on aggregated 13F filings for Q4 2020.