Schwab US Large- Cap ETF
SCHX
206 hedge funds and large institutions have $1.39B invested in Schwab US Large- Cap ETF in 2015 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 109 increasing their positions, 57 reducing their positions, and 16 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 57
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
9.46% more ownership
Funds ownership: 186.14% → 195.6% (+9.5%)
1% more funds holding
Funds holding: 203 → 206 (+3)
1% more capital invested
Capital invested by funds: $1.38B → $1.39B (+$11.3M)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
Top Buyers
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$33.4M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$27M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$18.1M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$16.2M |
| 5 |
QI
QS Investors
New York
|
+$16.2M |
Top Sellers
| 1 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$31.5M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$26.7M |
| 3 |
Goldman Sachs
New York
|
-$5.77M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$5.55M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$4.16M |
SCHX Hedge Fund Activity: Q3 2015 in Review
206 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2015, worth a combined $1.39B — up 0.82% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHX positions and 16 closed out — a net gain of 5 holders — while 109 added to existing stakes and 57 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.4M. The largest seller was HT Partners, cutting an estimated $31.5M.
- 206 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2015, up from 203 in Q2 2015.
- Funds reported $1.39B of Schwab US Large- Cap ETF stock for Q3 2015, up 0.82% quarter-over-quarter.
- 21 funds opened new Schwab US Large- Cap ETF positions in Q3 2015 and 16 closed out, a net change of +5 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2015 was Charles Schwab Investment Advisory, an estimated $33.4M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2015 was HT Partners, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2015.