Schwab US Large- Cap ETF
SCHX
488 hedge funds and large institutions have $6.38B invested in Schwab US Large- Cap ETF in 2018 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 230 increasing their positions, 131 reducing their positions, and 22 closing their positions.
155% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 22
76% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 131
8% more capital invested
Capital invested by funds: $5.92B → $6.38B (+$461M)
7% more funds holding
Funds holding: 457 → 488 (+31)
5.94% more ownership
Funds ownership: 297.4% → 303.34% (+5.9%)
3% more funds holding in top 10
Funds holding in top 10: 86 → 89 (+3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$141M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$39.5M |
| 3 |
TCM
Towercrest Capital Management
Newtown,
Pennsylvania
|
+$23.1M |
| 4 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$14.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$37.2M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$27.4M |
| 3 |
Jane Street
New York
|
-$13M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$12.3M |
| 5 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$12.3M |
SCHX Hedge Fund Activity: Q2 2018 in Review
488 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2018, worth a combined $6.38B — up 7.8% from $5.92B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new SCHX positions and 22 closed out — a net gain of 34 holders — while 230 added to existing stakes and 131 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $141M. The largest seller was Financial Management Professionals, cutting an estimated $37.2M.
- 488 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2018, up from 457 in Q1 2018.
- Funds reported $6.38B of Schwab US Large- Cap ETF stock for Q2 2018, up 7.8% quarter-over-quarter.
- 56 funds opened new Schwab US Large- Cap ETF positions in Q2 2018 and 22 closed out, a net change of +34 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $141M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2018 was Financial Management Professionals, an estimated $37.2M sold.
Based on aggregated 13F filings for Q2 2018.