Schwab US Large- Cap ETF
SCHX
SCHX
124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
28.83% more ownership
Funds ownership: 141.64% → 170.47% (+29%)
28% more funds holding
Funds holding: 97 → 124 (+27)
Holders
124
Holding in Top 10
15
Calls
$366K
Puts
–
Top Buyers
| 1 | +$9.64M | |
| 2 | +$5.97M | |
| 3 | +$5.19M | |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$4.32M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$2.49M |
Top Sellers
| 1 | -$10.4M | |
| 2 | -$9.02M | |
| 3 | -$2.02M | |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$757K |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$419K |