Schwab US Large- Cap ETF
SCHX
322 hedge funds and large institutions have $3.07B invested in Schwab US Large- Cap ETF in 2016 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 151 increasing their positions, 76 reducing their positions, and 17 closing their positions.
265% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 17
99% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 76
28% more ownership
Funds ownership: 233.33% → 261.33% (+28%)
27% more funds holding in top 10
Funds holding in top 10: 45 → 57 (+12)
26% more capital invested
Capital invested by funds: $2.44B → $3.07B (+$630M)
15% more funds holding
Funds holding: 279 → 322 (+43)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$155M |
| 2 |
AA
Apriem Advisors
Irvine,
California
|
+$35.3M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$33.7M |
| 4 |
AB
AT Bancorp
Dubuque,
Iowa
|
+$25.5M |
| 5 |
QI
QS Investors
New York
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.2M |
| 2 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$9.02M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.03M |
| 4 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.45M |
| 5 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
-$3.24M |
SCHX Hedge Fund Activity: Q4 2016 in Review
322 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2016, worth a combined $3.07B — up 26% from $2.44B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SCHX positions and 17 closed out — a net gain of 45 holders — while 151 added to existing stakes and 76 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $155M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $33.2M sold.
- 322 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2016, up from 279 in Q3 2016.
- Funds reported $3.07B of Schwab US Large- Cap ETF stock for Q4 2016, up 26% quarter-over-quarter.
- 62 funds opened new Schwab US Large- Cap ETF positions in Q4 2016 and 17 closed out, a net change of +45 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $155M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2016 was Envestnet Asset Management, an estimated $33.2M sold.
Based on aggregated 13F filings for Q4 2016.