Schwab US Large- Cap ETF
SCHX
125 hedge funds and large institutions have $659M invested in Schwab US Large- Cap ETF in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 56 increasing their positions, 21 reducing their positions, and 2 closing their positions.
1,400% more first-time investments, than exits
New positions opened: 30 | 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 → $659M (+$218M)
29% more funds holding
Funds holding: 97 → 125 (+28)
28.84% more ownership
Funds ownership: 141.64% → 170.49% (+29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$9.25M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.73M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
+$4.98M |
| 4 |
LIM
Leavell Investment Management
Mobile,
Alabama
|
+$4.15M |
| 5 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$10M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$8.65M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.94M |
| 4 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$726K |
| 5 |
PFC
Phocas Financial Corp
Alameda,
California
|
-$402K |
SCHX Hedge Fund Activity: Q4 2013 in Review
125 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2013, worth a combined $659M — up 49% from $441M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new SCHX positions and 2 closed out — a net gain of 28 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.
- 125 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2013, up from 97 in Q3 2013.
- Funds reported $659M of Schwab US Large- Cap ETF stock for Q4 2013, up 49% quarter-over-quarter.
- 30 funds opened new Schwab US Large- Cap ETF positions in Q4 2013 and 2 closed out, a net change of +28 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.