Schwab US Large- Cap ETF
SCHX
984 hedge funds and large institutions have $22.3B invested in Schwab US Large- Cap ETF in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 382 increasing their positions, 387 reducing their positions, and 71 closing their positions.
423% more call options, than puts
Call options by funds: $4.25M | Put options by funds: $813K
11% more first-time investments, than exits
New positions opened: 79 | Existing positions closed: 71
0% more funds holding in top 10
Funds holding in top 10: 168 → 168 (0)
1% less funds holding
Funds holding: 992 → 984 (-8)
1% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 387
2% less capital invested
Capital invested by funds: $22.8B → $22.3B (-$443M)
191.99% less ownership
Funds ownership: 388.01% → 196.02% (-192%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$137M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$124M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$94.5M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$92.9M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$83.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$88.8M |
| 2 |
CCM
Ciovacco Capital Management
Atlanta,
Georgia
|
-$65.8M |
| 3 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$64.8M |
| 4 |
AssetMark Inc
Concord,
California
|
-$27.3M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
-$26.1M |
SCHX Hedge Fund Activity: Q1 2022 in Review
984 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2022, worth a combined $22.3B — down 1.9% from $22.8B a quarter earlier.
Buyers outnumbered sellers: 79 funds opened new SCHX positions and 71 closed out — a net gain of 8 holders — while 382 added to existing stakes and 387 trimmed.
The largest buyer was Creative Planning, adding an estimated $137M. The largest seller was Prime Capital Investment Advisors, cutting an estimated $88.8M.
- 984 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2022, down from 992 in Q4 2021.
- Funds reported $22.3B of Schwab US Large- Cap ETF stock for Q1 2022, down 1.9% quarter-over-quarter.
- 79 funds opened new Schwab US Large- Cap ETF positions in Q1 2022 and 71 closed out, a net change of +8 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2022 was Creative Planning, an estimated $137M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2022 was Prime Capital Investment Advisors, an estimated $88.8M sold.
Based on aggregated 13F filings for Q1 2022.