Schwab US Large- Cap ETF
SCHX
599 hedge funds and large institutions have $8.6B invested in Schwab US Large- Cap ETF in 2019 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 291 increasing their positions, 186 reducing their positions, and 44 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 186
52% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 44
11% more capital invested
Capital invested by funds: $7.74B → $8.6B (+$859M)
3% more funds holding in top 10
Funds holding in top 10: 116 → 120 (+4)
3% more funds holding
Funds holding: 584 → 599 (+15)
11.06% less ownership
Funds ownership: 343.51% → 332.44% (-11%)
99% less call options, than puts
Call options by funds: $582K | Put options by funds: $54.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$131M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$49.5M |
| 3 |
QI
QS Investors
New York
|
+$34.6M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$18.4M |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEI Investments
Oaks,
Pennsylvania
|
-$105M |
| 2 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$73.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$55M |
| 4 |
ACM
Argent Capital Management
St Louis,
Missouri
|
-$34M |
| 5 |
AssetMark Inc
Concord,
California
|
-$33.9M |
SCHX Hedge Fund Activity: Q1 2019 in Review
599 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2019, worth a combined $8.6B — up 11% from $7.74B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SCHX positions and 44 closed out — a net gain of 23 holders — while 291 added to existing stakes and 186 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $131M. The largest seller was SEI Investments, cutting an estimated $105M.
- 599 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2019, up from 584 in Q4 2018.
- Funds reported $8.6B of Schwab US Large- Cap ETF stock for Q1 2019, up 11% quarter-over-quarter.
- 67 funds opened new Schwab US Large- Cap ETF positions in Q1 2019 and 44 closed out, a net change of +23 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $131M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2019 was SEI Investments, an estimated $105M sold.
Based on aggregated 13F filings for Q1 2019.