Schwab US Large- Cap ETF
SCHX
584 hedge funds and large institutions have $7.72B invested in Schwab US Large- Cap ETF in 2018 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 263 increasing their positions, 143 reducing their positions, and 47 closing their positions.
170% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 47
84% more repeat investments, than reductions
Existing positions increased: 263 | Existing positions reduced: 143
22% more funds holding in top 10
Funds holding in top 10: 95 → 116 (+21)
18.08% more ownership
Funds ownership: 325.43% → 343.51% (+18%)
15% more funds holding
Funds holding: 509 → 584 (+75)
6% less capital invested
Capital invested by funds: $8.19B → $7.72B (-$462M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$81.3M |
| 2 |
Mariner
Overland Park,
Kansas
|
+$78.9M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
+$67.1M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$54.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$40.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$265M |
| 2 |
AB
AT Bancorp
Dubuque,
Iowa
|
-$33M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$26.5M |
| 4 |
AA
Apriem Advisors
Irvine,
California
|
-$24.1M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
-$20.2M |
SCHX Hedge Fund Activity: Q4 2018 in Review
584 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2018, worth a combined $7.72B — down 5.6% from $8.19B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new SCHX positions and 47 closed out — a net gain of 80 holders — while 263 added to existing stakes and 143 trimmed.
The largest buyer was Charles Schwab, adding an estimated $81.3M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $265M.
- 584 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2018, up from 509 in Q3 2018.
- Funds reported $7.72B of Schwab US Large- Cap ETF stock for Q4 2018, down 5.6% quarter-over-quarter.
- 127 funds opened new Schwab US Large- Cap ETF positions in Q4 2018 and 47 closed out, a net change of +80 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2018 was Charles Schwab, an estimated $81.3M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $265M sold.
Based on aggregated 13F filings for Q4 2018.