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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
+$968M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$108M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.5M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$38.5M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QI
QS Investors
New York
|
-$16.2M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$13.3M |
| 3 |
MFS
Monetta Financial Services
Wheaton,
Illinois
|
-$7.8M |
| 4 |
KM
Kalos Management
Alpharetta,
Georgia
|
-$5.6M |
| 5 |
B
Bailard
Foster City,
California
|
-$5.21M |
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.