Schwab US Large- Cap ETF
SCHX
124 hedge funds and large institutions have $658M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 2
167% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 21
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
49% more capital invested
Capital invested by funds: $441M → $658M (+$217M)
28.83% more ownership
Funds ownership: 141.64% → 170.47% (+29%)
28% more funds holding
Funds holding: 97 → 124 (+27)
Top Buyers
Top Sellers
SCHX Hedge Fund Activity: Q4 2013 in Review
124 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2013, worth a combined $658M — up 49% from $441M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHX positions and 2 closed out — a net gain of 27 holders — while 56 added to existing stakes and 21 trimmed.
The largest buyer was Charles Schwab, adding an estimated $9.25M. The largest seller was Goldman Sachs, cutting an estimated $10M.
- 124 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2013, up from 97 in Q3 2013.
- Funds reported $658M of Schwab US Large- Cap ETF stock for Q4 2013, up 49% quarter-over-quarter.
- 29 funds opened new Schwab US Large- Cap ETF positions in Q4 2013 and 2 closed out, a net change of +27 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2013 was Charles Schwab, an estimated $9.25M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2013 was Goldman Sachs, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2013.