Schwab US Large- Cap ETF
SCHX
809 hedge funds and large institutions have $16.3B invested in Schwab US Large- Cap ETF in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 286 increasing their positions, 306 reducing their positions, and 31 closing their positions.
545% more call options, than puts
Call options by funds: $2.06M | Put options by funds: $320K
281% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 31
15% more capital invested
Capital invested by funds: $14.1B → $16.3B (+$2.15B)
10% more funds holding
Funds holding: 734 → 809 (+75)
2.23% more ownership
Funds ownership: 379.55% → 381.79% (+2.2%)
1% more funds holding in top 10
Funds holding in top 10: 151 → 153 (+2)
7% less repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$172M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$100M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$48.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$43.7M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
+$42.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$210M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$32.3M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
-$29.2M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$27.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$21.2M |
SCHX Hedge Fund Activity: Q4 2020 in Review
809 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2020, worth a combined $16.3B — up 15% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 118 funds opened new SCHX positions and 31 closed out — a net gain of 87 holders — while 286 added to existing stakes and 306 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $172M. The largest seller was SEI Investments, cutting an estimated $210M.
- 809 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2020, up from 734 in Q3 2020.
- Funds reported $16.3B of Schwab US Large- Cap ETF stock for Q4 2020, up 15% quarter-over-quarter.
- 118 funds opened new Schwab US Large- Cap ETF positions in Q4 2020 and 31 closed out, a net change of +87 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2020 was Charles Schwab Investment Advisory, an estimated $172M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2020 was SEI Investments, an estimated $210M sold.
Based on aggregated 13F filings for Q4 2020.