We are live on ! Find out more
SCHX icon

Schwab US Large- Cap ETF
SCHX

84 hedge funds and large institutions have $429M invested in Schwab US Large- Cap ETF in 2013 Q2 according to their latest regulatory filings, with 84 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

160.36% more ownership

Funds ownership: 0% → 160.36% (+160%)

Holders
84
Holders Change
+84
Holders Change %
–
% of All Funds
2.74%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.29%
New
84
Increased
–
Reduced
–
Closed
–
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$11K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$213M +$214M +33,462,750 New
HSA
2
HBK Sorce Advisory
Pennsylvania
$50.3M +$50.5M +7,896,276 New
CCA
3
Cobblestone Capital Advisors
New York
$19.8M +$19.9M +3,115,524 New
EWM
4
Empirical Wealth Management
Washington
$19.1M +$19.2M +3,000,276 New
Charles Schwab
5
Charles Schwab
California
$16.8M +$16.8M +2,623,764 New
Morgan Stanley
6
Morgan Stanley
New York
$12.1M +$12.1M +1,893,708 New
BMM
7
Buffington Mohr McNeal
Idaho
$8.64M +$8.68M +1,356,858 New
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$8.42M +$8.47M +1,323,018 New
BSB
9
Bangor Savings Bank
Maine
$7.65M +$7.69M +1,202,340 New
FMP
10
Financial Management Professionals
Texas
$7.29M +$7.33M +1,144,902 New
BPM
11
Bowling Portfolio Management
Ohio
$4.81M +$4.84M +756,048 New
PFM
12
Parsec Financial Management
North Carolina
$3.28M +$3.3M +515,556 New
U
13
UBS
Switzerland
$3.15M +$3.16M +494,172 New
MFS
14
Monetta Financial Services
Illinois
$3.02M +$3.03M +474,000 New
Goldman Sachs
15
Goldman Sachs
New York
$2.84M +$2.86M +446,550 New
AIM
16
AMI Investment Management
Indiana
$2.58M +$2.59M +405,060 New
Mariner
17
Mariner
Kansas
$2.51M +$2.52M +393,918 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.3M +$2.31M +361,020 New
PFC
19
Phocas Financial Corp
California
$2.24M +$2.25M +351,384 New
B
20
Bailard
California
$2.1M +$2.11M +329,490 New
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$1.98M +$1.99M +310,500 New
VCAM
22
Van Cleef Asset Management
Ohio
$1.9M +$1.91M +297,882 New
WA
23
WESPAC Advisors
California
$1.78M +$1.79M +280,110 New
CCM
24
Carlson Capital Management
Minnesota
$1.72M +$1.73M +269,976 New
HCM
25
Hengehold Capital Management
Ohio
$1.65M +$1.66M +259,926 New
1
2 3 4

SCHX Hedge Fund Activity: Q2 2013 in Review

84 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2013, worth a combined $429M.

Buyers outnumbered sellers: 84 funds opened new SCHX positions and 0 closed out — a net gain of 84 holders — while 0 added to existing stakes and 0 trimmed.

  • 84 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $429M of Schwab US Large- Cap ETF stock for Q2 2013.
  • 84 funds opened new Schwab US Large- Cap ETF positions in Q2 2013 and 0 closed out, a net change of +84 holders.

Based on aggregated 13F filings for Q2 2013.