Schwab US Large- Cap ETF
SCHX
204 hedge funds and large institutions have $1.38B invested in Schwab US Large- Cap ETF in 2015 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 97 increasing their positions, 53 reducing their positions, and 17 closing their positions.
83% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 53
53% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 17
25.09% more ownership
Funds ownership: 161.05% → 186.14% (+25%)
22% more capital invested
Capital invested by funds: $1.13B → $1.38B (+$252M)
4% more funds holding
Funds holding: 196 → 204 (+8)
0% more funds holding in top 10
Funds holding in top 10: 28 → 28 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$220M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$20.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$6.21M |
| 4 |
Jane Street
New York
|
+$4.75M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$4.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$11.9M |
| 2 |
CCM
CWH Capital Management
Spokane,
Washington
|
-$5.43M |
| 3 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
-$3.2M |
| 4 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$2.82M |
| 5 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$2.82M |
SCHX Hedge Fund Activity: Q2 2015 in Review
204 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2015, worth a combined $1.38B — up 22% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHX positions and 17 closed out — a net gain of 9 holders — while 97 added to existing stakes and 53 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $220M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $11.9M sold.
- 204 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2015, up from 196 in Q1 2015.
- Funds reported $1.38B of Schwab US Large- Cap ETF stock for Q2 2015, up 22% quarter-over-quarter.
- 26 funds opened new Schwab US Large- Cap ETF positions in Q2 2015 and 17 closed out, a net change of +9 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2015 was Charles Schwab Investment Advisory, an estimated $220M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2015 was Piershale Financial Group, an estimated $11.9M sold.
Based on aggregated 13F filings for Q2 2015.