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Schwab US Large- Cap ETF
SCHX

727 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 255 increasing their positions, 303 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $1.79M | Put options by funds: $232K

56% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 50

32% more capital invested

Capital invested by funds: $9.7B → $12.8B (+$3.06B)

4% more funds holding

Funds holding: 701 → 727 (+26)

1.04% less ownership

Funds ownership: 375.02% → 373.97% (-1%)

1% less funds holding in top 10

Funds holding in top 10: 145 → 143 (-2)

16% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 303

Holders
727
Holders Change
+26
Holders Change %
+3.71%
% of All Funds
14.91%
Holding in Top 10
143
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.38%
% of All Funds
2.93%
New
78
Increased
255
Reduced
303
Closed
50
Calls
$1.79M
Puts
$232K
Net Calls
+$1.56M
Net Calls Change
+$1.13M

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$806M
2
UBS Group
UBS Group
Switzerland
+$71.3M
3
FVWA
Foster Victor Wealth Advisors
South Carolina
+$40.6M
4
PFG
Piershale Financial Group
Illinois
+$34.8M
5
HSA
HBK Sorce Advisory
Pennsylvania
+$34.6M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$388M
2
WANY
Wealthspire Advisors (New York)
New York
-$38.9M
3
CAM
Cresset Asset Management
Illinois
-$34.7M
4
SEI Investments
SEI Investments
Pennsylvania
-$34.7M
5
AssetMark Inc
AssetMark Inc
California
-$25.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
676
Baystate Wealth Management
Massachusetts
$34K – – –
BFEC
677
Benjamin F. Edwards & Company
Missouri
$34K – – –
SIM
678
Sonora Investment Management
Arizona
$33K -$839 -72 -3%
SMG
679
Spectrum Management Group
Indiana
$33K – – –
AW
680
Avion Wealth
Texas
$32K – – –
GG
681
Gleason Group
Kentucky
$31K +$70 +6 +0.2%
DI
682
Disciplined Investments
Oklahoma
$28K – – –
GI
683
Gradient Investments
Minnesota
$27K -$22.6K -1,938 -47%
BWP
684
Baldwin Wealth Partners
Massachusetts
$26K – – –
CAAS
685
Capital Asset Advisory Services
Michigan
$26K – – –
FHA
686
Flagship Harbor Advisors
Massachusetts
$26K – – –
FP
687
Financial Perspectives
Minnesota
$25.9K – – –
LB
688
Legacy Bridge
Iowa
$25K -$5.59K -480 -19%
SWM
689
Selective Wealth Management
Virginia
$24K +$70 +6 +0.3%
FA
690
Financial Advantage
Maryland
$24K +$23.1K +1,980 New
HWM
691
HighMark Wealth Management
Minnesota
$20K +$70 +6 +0.4%
PWP
692
Principle Wealth Partners
Connecticut
$20K +$18.7K +1,602 New
IRAG
693
Investment Research & Advisory Group
Georgia
$20K +$19.4K +1,662 New
WCG
694
Weaver Consulting Group
California
$19K – – –
BFIM
695
Beese Fulmer Investment Management
Ohio
$19K +$18.4K +1,578 New
CAL
696
Capital Advisors Ltd
Ohio
$18K +$7.62K +654 +80%
AWM
697
Atticus Wealth Management
Florida
$15K -$102K -8,736 -88%
EWM
698
Edge Wealth Management
New York
$15K – – –
PGAM
699
Princeton Global Asset Management
New Jersey
$15K +$70 +6 +0.5%
JHCP
700
Jackson Hole Capital Partners
Oklahoma
$11K – – –
26 27
28
29 30

SCHX Hedge Fund Activity: Q2 2020 in Review

727 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2020, worth a combined $12.8B — up 32% from $9.7B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SCHX positions and 50 closed out — a net gain of 28 holders — while 255 added to existing stakes and 303 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $806M. The largest seller was Osaic Holdings, cutting an estimated $388M.

  • 727 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2020, up from 701 in Q1 2020.
  • Funds reported $12.8B of Schwab US Large- Cap ETF stock for Q2 2020, up 32% quarter-over-quarter.
  • 78 funds opened new Schwab US Large- Cap ETF positions in Q2 2020 and 50 closed out, a net change of +28 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $806M added.
  • The largest Schwab US Large- Cap ETF seller in Q2 2020 was Osaic Holdings, an estimated $388M sold.

Based on aggregated 13F filings for Q2 2020.