Schwab US Large- Cap ETF
SCHX
727 hedge funds and large institutions have $12.8B invested in Schwab US Large- Cap ETF in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 256 increasing their positions, 302 reducing their positions, and 50 closing their positions.
671% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $232K
56% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 50
32% more capital invested
Capital invested by funds: $9.7B → $12.8B (+$3.06B)
11.91% more ownership
Funds ownership: 362.07% → 373.97% (+12%)
4% more funds holding
Funds holding: 701 → 727 (+26)
1% less funds holding in top 10
Funds holding in top 10: 145 → 143 (-2)
15% less repeat investments, than reductions
Existing positions increased: 256 | Existing positions reduced: 302
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$806M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$71.3M |
| 3 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
+$40.6M |
| 4 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
+$34.8M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WANY
Wealthspire Advisors (New York)
New York
|
-$38.9M |
| 2 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$34.7M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$34.7M |
| 4 |
AssetMark Inc
Concord,
California
|
-$25.7M |
| 5 |
SS
Sunbelt Securities
Houston,
Texas
|
-$18M |
SCHX Hedge Fund Activity: Q2 2020 in Review
727 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2020, worth a combined $12.8B — up 32% from $9.7B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SCHX positions and 50 closed out — a net gain of 28 holders — while 256 added to existing stakes and 302 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $806M. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $38.9M sold.
- 727 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2020, up from 701 in Q1 2020.
- Funds reported $12.8B of Schwab US Large- Cap ETF stock for Q2 2020, up 32% quarter-over-quarter.
- 78 funds opened new Schwab US Large- Cap ETF positions in Q2 2020 and 50 closed out, a net change of +28 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2020 was Charles Schwab Investment Advisory, an estimated $806M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2020 was Wealthspire Advisors (New York), an estimated $38.9M sold.
Based on aggregated 13F filings for Q2 2020.