Schwab US Large- Cap ETF
SCHX
1,071 hedge funds and large institutions have $21.8B invested in Schwab US Large- Cap ETF in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 376 increasing their positions, 448 reducing their positions, and 40 closing their positions.
496% more call options, than puts
Call options by funds: $7.14M | Put options by funds: $1.2M
100% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 40
3% more funds holding
Funds holding: 1,039 → 1,071 (+32)
4% more capital invested
Capital invested by funds: $21B → $21.8B (+$823M)
0% more funds holding in top 10
Funds holding in top 10: 165 → 165 (0)
5.04% less ownership
Funds ownership: 201.05% → 196.01% (-5%)
16% less repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 448
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D
Diversified
Wilmington,
Delaware
|
+$61.9M |
| 2 |
FEG
Fund Evaluation Group
Cincinnati,
Ohio
|
+$50.7M |
| 3 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$33.9M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.9M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
+$22.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$480M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$477M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$151M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$61.8M |
| 5 |
SFMG
Sage Financial Management Group
Mclean,
Virginia
|
-$21.4M |
SCHX Hedge Fund Activity: Q2 2023 in Review
1,071 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2023, worth a combined $21.8B — up 3.9% from $21B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new SCHX positions and 40 closed out — a net gain of 40 holders — while 376 added to existing stakes and 448 trimmed.
The largest buyer was Diversified, adding an estimated $61.9M. The largest seller was Mercer Global Advisors, cutting an estimated $480M.
- 1,071 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2023, up from 1,039 in Q1 2023.
- Funds reported $21.8B of Schwab US Large- Cap ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
- 80 funds opened new Schwab US Large- Cap ETF positions in Q2 2023 and 40 closed out, a net change of +40 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2023 was Diversified, an estimated $61.9M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2023 was Mercer Global Advisors, an estimated $480M sold.
Based on aggregated 13F filings for Q2 2023.