Schwab US Large- Cap ETF
SCHX
457 hedge funds and large institutions have $5.92B invested in Schwab US Large- Cap ETF in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 225 increasing their positions, 145 reducing their positions, and 36 closing their positions.
808% more call options, than puts
Call options by funds: $2.75M | Put options by funds: $303K
55% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 145
19% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 36
5% more funds holding in top 10
Funds holding in top 10: 82 → 86 (+4)
1% more funds holding
Funds holding: 452 → 457 (+5)
4% more capital invested
Capital invested by funds: $5.67B → $5.92B (+$249M)
1.9% less ownership
Funds ownership: 299.3% → 297.4% (-1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$67.4M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$59.8M |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$54.3M |
| 4 |
AssetMark Inc
Concord,
California
|
+$35.3M |
| 5 |
QI
QS Investors
New York
|
+$19.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$24.5M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$21.3M |
| 3 |
DWM
Destination Wealth Management
Walnut Creek,
California
|
-$9.93M |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$7.61M |
| 5 |
SFS
Strategic Financial Services
Utica,
New York
|
-$6.74M |
SCHX Hedge Fund Activity: Q1 2018 in Review
457 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2018, worth a combined $5.92B — up 4.4% from $5.67B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SCHX positions and 36 closed out — a net gain of 7 holders — while 225 added to existing stakes and 145 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $67.4M. The largest seller was Piershale Financial Group, exiting entirely with an estimated $24.5M sold.
- 457 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2018, up from 452 in Q4 2017.
- Funds reported $5.92B of Schwab US Large- Cap ETF stock for Q1 2018, up 4.4% quarter-over-quarter.
- 43 funds opened new Schwab US Large- Cap ETF positions in Q1 2018 and 36 closed out, a net change of +7 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $67.4M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2018 was Piershale Financial Group, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2018.