Schwab US Large- Cap ETF
SCHX
267 hedge funds and large institutions have $2.13B invested in Schwab US Large- Cap ETF in 2016 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 122 increasing their positions, 87 reducing their positions, and 17 closing their positions.
195% more call options, than puts
Call options by funds: $1.01M | Put options by funds: $344K
82% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 17
40% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 87
7% more capital invested
Capital invested by funds: $1.99B → $2.13B (+$143M)
5% more funds holding
Funds holding: 255 → 267 (+12)
2.48% more ownership
Funds ownership: 221.49% → 223.98% (+2.5%)
2% less funds holding in top 10
Funds holding in top 10: 42 → 41 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$87.5M |
| 2 |
QI
QS Investors
New York
|
+$18.8M |
| 3 |
WCWM
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
+$14.3M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$5.63M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWM
Empirical Wealth Management
Seattle,
Washington
|
-$20.1M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$14M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$10.1M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$5.99M |
| 5 |
LPL Financial
San Diego,
California
|
-$4.36M |
SCHX Hedge Fund Activity: Q2 2016 in Review
267 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2016, worth a combined $2.13B — up 7.2% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SCHX positions and 17 closed out — a net gain of 14 holders — while 122 added to existing stakes and 87 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $87.5M. The largest seller was Empirical Wealth Management, cutting an estimated $20.1M.
- 267 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2016, up from 255 in Q1 2016.
- Funds reported $2.13B of Schwab US Large- Cap ETF stock for Q2 2016, up 7.2% quarter-over-quarter.
- 31 funds opened new Schwab US Large- Cap ETF positions in Q2 2016 and 17 closed out, a net change of +14 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2016 was Charles Schwab Investment Advisory, an estimated $87.5M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2016 was Empirical Wealth Management, an estimated $20.1M sold.
Based on aggregated 13F filings for Q2 2016.