Schwab US Large- Cap ETF
SCHX
869 hedge funds and large institutions have $20.2B invested in Schwab US Large- Cap ETF in 2021 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 352 increasing their positions, 317 reducing their positions, and 42 closing their positions.
73% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $915K
21% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 42
11% more repeat investments, than reductions
Existing positions increased: 352 | Existing positions reduced: 317
3% more funds holding in top 10
Funds holding in top 10: 145 → 149 (+4)
2% more capital invested
Capital invested by funds: $19.8B → $20.2B (+$400M)
0% less funds holding
Funds holding: 872 → 869 (-3)
2% less ownership
Funds ownership: 384.45% → 382.45% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$215M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$191M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$68M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$63.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$61.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Tokyo, Japan,
Japan
|
-$89.2M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$45.6M |
| 3 |
JIP
Jaffetilchin Investment Partners
Tampa,
Florida
|
-$40.4M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
-$25.8M |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$25.8M |
SCHX Hedge Fund Activity: Q3 2021 in Review
869 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2021, worth a combined $20.2B — up 2% from $19.8B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new SCHX positions and 42 closed out — a net gain of 9 holders — while 352 added to existing stakes and 317 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $215M. The largest seller was National Mutual Insurance Federation of Agricultural Cooperatives, cutting an estimated $89.2M.
- 869 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2021, down from 872 in Q2 2021.
- Funds reported $20.2B of Schwab US Large- Cap ETF stock for Q3 2021, up 2% quarter-over-quarter.
- 51 funds opened new Schwab US Large- Cap ETF positions in Q3 2021 and 42 closed out, a net change of +9 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $215M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2021 was National Mutual Insurance Federation of Agricultural Cooperatives, an estimated $89.2M sold.
Based on aggregated 13F filings for Q3 2021.