Schwab US Large- Cap ETF
SCHX
872 hedge funds and large institutions have $19.8B invested in Schwab US Large- Cap ETF in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 337 increasing their positions, 324 reducing their positions, and 26 closing their positions.
535% more call options, than puts
Call options by funds: $2.7M | Put options by funds: $426K
181% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 26
12% more capital invested
Capital invested by funds: $17.6B → $19.8B (+$2.18B)
4% more funds holding
Funds holding: 836 → 872 (+36)
1.66% more ownership
Funds ownership: 382.79% → 384.45% (+1.7%)
4% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 324
1% less funds holding in top 10
Funds holding in top 10: 146 → 145 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$266M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$76.4M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$64.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$60.2M |
| 5 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$18.7M |
| 2 |
GSAM
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
-$15.9M |
| 3 |
RCIM
Red Cedar Investment Management
Grand Rapids,
Michigan
|
-$13.4M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$12.4M |
| 5 |
FMT
First Mercantile Trust
Cordova,
Tennessee
|
-$11.1M |
SCHX Hedge Fund Activity: Q2 2021 in Review
872 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2021, worth a combined $19.8B — up 12% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHX positions and 26 closed out — a net gain of 47 holders — while 337 added to existing stakes and 324 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $266M. The largest seller was Financial Management Professionals, cutting an estimated $18.7M.
- 872 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2021, up from 836 in Q1 2021.
- Funds reported $19.8B of Schwab US Large- Cap ETF stock for Q2 2021, up 12% quarter-over-quarter.
- 73 funds opened new Schwab US Large- Cap ETF positions in Q2 2021 and 26 closed out, a net change of +47 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $266M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2021 was Financial Management Professionals, an estimated $18.7M sold.
Based on aggregated 13F filings for Q2 2021.