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Schwab US Large- Cap ETF
SCHX

206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 57

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

9.46% more ownership

Funds ownership: 186.14% → 195.6% (+9.5%)

1% more funds holding

Funds holding: 203 → 206 (+3)

1% more capital invested

Capital invested by funds: $1.38B → $1.39B (+$11.3M)

0% more funds holding in top 10

Funds holding in top 10: 28 → 28 (0)

Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
5.75%
Holding in Top 10
28
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.78%
New
21
Increased
109
Reduced
57
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
+$33.4M
2
HSA
HBK Sorce Advisory
Pennsylvania
+$27M
3
Mariner
Mariner
Kansas
+$18.1M
4
Creative Planning
Creative Planning
Kansas
+$16.2M
5
QI
QS Investors
New York
+$16.2M

Top Sellers

1
HP
HT Partners
Connecticut
-$31.5M
2
FMP
Financial Management Professionals
Texas
-$26.7M
3
Goldman Sachs
Goldman Sachs
New York
-$5.77M
4
UBS Group
UBS Group
Switzerland
-$5.55M
5
FC
Financial Consulate
Maryland
-$4.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
51
Salem Investment Counselors
North Carolina
$3.18M +$343K +42,468 +11%
BC
52
Bartlett & Co
Ohio
$2.87M +$16.7K +2,064 +0.6%
VFS
53
VSR Financial Services
Kansas
$2.62M +$165K +20,382 +6%
NDSI
54
Newman Dignan & Sheerar Inc
Rhode Island
$2.58M +$32.2K +3,984 +1%
Citadel Advisors
55
Citadel Advisors
Florida
$2.39M +$2.53M +312,990 New
NPC
56
National Planning Corporation
California
$2.37M +$79K +9,762 +4%
KIA
57
KCM Investment Advisors
California
$2.17M +$56.2K +6,954 +3%
SJIM
58
St. Johns Investment Management
Florida
$2.12M +$699K +86,466 +45%
UBS Group
59
UBS Group
Switzerland
$2.09M -$5.55M -686,622 -72%
CCM
60
Condor Capital Management
New Jersey
$2.06M -$295K -36,522 -12%
LCM
61
Leisure Capital Management
California
$2.05M +$347K +42,888 +19%
CCM
62
Carlson Capital Management
Minnesota
$2.01M -$11.8K -1,458 -0.5%
SEIA
63
Signature Estate & Investment Advisors
California
$1.96M +$205K +25,368 +11%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.94M +$61.3K +7,584 +3%
AWM
65
Avior Wealth Management
Nebraska
$1.93M -$13.9K -1,722 -0.7%
PWM
66
Perigon Wealth Management
California
$1.87M +$183K +22,632 +10%
CCWA
67
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.81M -$228K -28,146 -11%
B
68
Bailard
California
$1.8M +$135K +16,680 +8%
LWA
69
Lenox Wealth Advisors
New York
$1.74M +$638K +78,900 +53%
GC
70
Grimes & Company
Massachusetts
$1.74M +$110K +13,596 +6%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$1.73M +$604K +74,712 +49%
BO
72
BRR OpCo
Ohio
$1.66M +$39.2K +4,842 +2%
GHA
73
GW Henssler & Associates
Georgia
$1.65M +$219K +27,030 +14%
HighTower Advisors
74
HighTower Advisors
Illinois
$1.64M +$692K +85,578 +66%
ECML
75
Eagle Capital Management (Louisiana)
Louisiana
$1.55M -$69.1K -8,544 -4%
1 2
3
4 5

SCHX Hedge Fund Activity: Q3 2015 in Review

206 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2015, worth a combined $1.39B — up 0.82% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCHX positions and 16 closed out — a net gain of 5 holders — while 109 added to existing stakes and 57 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.4M. The largest seller was HT Partners, cutting an estimated $31.5M.

  • 206 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2015, up from 203 in Q2 2015.
  • Funds reported $1.39B of Schwab US Large- Cap ETF stock for Q3 2015, up 0.82% quarter-over-quarter.
  • 21 funds opened new Schwab US Large- Cap ETF positions in Q3 2015 and 16 closed out, a net change of +5 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q3 2015 was Charles Schwab Investment Advisory, an estimated $33.4M added.
  • The largest Schwab US Large- Cap ETF seller in Q3 2015 was HT Partners, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2015.