Schwab US Large- Cap ETF
SCHX
452 hedge funds and large institutions have $5.67B invested in Schwab US Large- Cap ETF in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 195 increasing their positions, 116 reducing their positions, and 18 closing their positions.
428% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 18
68% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 116
24% more funds holding in top 10
Funds holding in top 10: 66 → 82 (+16)
20% more funds holding
Funds holding: 378 → 452 (+74)
18% more capital invested
Capital invested by funds: $4.82B → $5.67B (+$853M)
14.16% more ownership
Funds ownership: 285.14% → 299.3% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$214M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$41.7M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$27.6M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$10.5M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$25.3M |
| 2 |
AssetMark Inc
Concord,
California
|
-$22.8M |
| 3 |
QI
QS Investors
New York
|
-$10.3M |
| 4 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$8.91M |
| 5 |
SI
SII Investments
Appleton,
Wisconsin
|
-$8.37M |
SCHX Hedge Fund Activity: Q4 2017 in Review
452 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2017, worth a combined $5.67B — up 18% from $4.82B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new SCHX positions and 18 closed out — a net gain of 77 holders — while 195 added to existing stakes and 116 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $214M. The largest seller was Alliance Wealth Management Group, cutting an estimated $25.3M.
- 452 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2017, up from 378 in Q3 2017.
- Funds reported $5.67B of Schwab US Large- Cap ETF stock for Q4 2017, up 18% quarter-over-quarter.
- 95 funds opened new Schwab US Large- Cap ETF positions in Q4 2017 and 18 closed out, a net change of +77 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $214M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2017 was Alliance Wealth Management Group, an estimated $25.3M sold.
Based on aggregated 13F filings for Q4 2017.