Schwab US Large- Cap ETF
SCHX
701 hedge funds and large institutions have $9.7B invested in Schwab US Large- Cap ETF in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 282 increasing their positions, 283 reducing their positions, and 77 closing their positions.
105% more call options, than puts
Call options by funds: $827K | Put options by funds: $404K
9.96% more ownership
Funds ownership: 365.06% → 375.02% (+10%)
0% less repeat investments, than reductions
Existing positions increased: 282 | Existing positions reduced: 283
4% less funds holding
Funds holding: 728 → 701 (-27)
6% less funds holding in top 10
Funds holding in top 10: 155 → 145 (-10)
19% less capital invested
Capital invested by funds: $11.9B → $9.7B (-$2.21B)
19% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$242M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$83M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$66.6M |
| 4 |
ISG
Investment Security Group
Denver,
Colorado
|
+$60.7M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$84.6M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$77.3M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
-$54.6M |
| 4 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$53.6M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$43.9M |
SCHX Hedge Fund Activity: Q1 2020 in Review
701 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2020, worth a combined $9.7B — down 19% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 77 funds closed out of SCHX and 62 opened new positions — a net loss of 15 holders — while 283 trimmed existing stakes and 282 added.
The largest buyer was Charles Schwab, adding an estimated $242M. The largest seller was Newman Dignan & Sheerar Inc, cutting an estimated $84.6M.
- 701 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2020, down from 728 in Q4 2019.
- Funds reported $9.7B of Schwab US Large- Cap ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 62 funds opened new Schwab US Large- Cap ETF positions in Q1 2020 and 77 closed out, a net change of -15 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2020 was Charles Schwab, an estimated $242M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2020 was Newman Dignan & Sheerar Inc, an estimated $84.6M sold.
Based on aggregated 13F filings for Q1 2020.