Schwab US Large- Cap ETF
SCHX
196 hedge funds and large institutions have $1.13B invested in Schwab US Large- Cap ETF in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 85 increasing their positions, 66 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
29% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 66
7% more funds holding
Funds holding: 183 → 196 (+13)
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
4% more capital invested
Capital invested by funds: $1.08B → $1.13B (+$44.2M)
0% more call options, than puts
Call options by funds: $644K | Put options by funds: $644K
9.76% less ownership
Funds ownership: 170.81% → 161.05% (-9.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMP
Financial Management Professionals
Austin,
Texas
|
+$34.9M |
| 2 |
HP
HT Partners
Centerbrook,
Connecticut
|
+$32.4M |
| 3 |
CCA
Cobblestone Capital Advisors
Rochester,
New York
|
+$13M |
| 4 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$11.4M |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
+$8.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$32.9M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$21.9M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$15.1M |
| 4 |
NA
Nottingham Advisors
Amherst,
New York
|
-$9.92M |
| 5 |
PMG
ProVise Management Group
Clearwater,
Florida
|
-$7.45M |
SCHX Hedge Fund Activity: Q1 2015 in Review
196 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2015, worth a combined $1.13B — up 4.1% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SCHX positions and 13 closed out — a net gain of 15 holders — while 85 added to existing stakes and 66 trimmed.
The largest buyer was Financial Management Professionals, adding an estimated $34.9M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $32.9M.
- 196 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2015, up from 183 in Q4 2014.
- Funds reported $1.13B of Schwab US Large- Cap ETF stock for Q1 2015, up 4.1% quarter-over-quarter.
- 28 funds opened new Schwab US Large- Cap ETF positions in Q1 2015 and 13 closed out, a net change of +15 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2015 was Financial Management Professionals, an estimated $34.9M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2015 was Charles Schwab Investment Advisory, an estimated $32.9M sold.
Based on aggregated 13F filings for Q1 2015.