Schwab US Large- Cap ETF
SCHX
992 hedge funds and large institutions have $22.8B invested in Schwab US Large- Cap ETF in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 367 increasing their positions, 309 reducing their positions, and 32 closing their positions.
450% more first-time investments, than exits
New positions opened: 176 | Existing positions closed: 32
59% more call options, than puts
Call options by funds: $2.52M | Put options by funds: $1.58M
19% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 309
14% more funds holding
Funds holding: 869 → 992 (+123)
13% more capital invested
Capital invested by funds: $20.2B → $22.8B (+$2.6B)
13% more funds holding in top 10
Funds holding in top 10: 149 → 168 (+19)
5.56% more ownership
Funds ownership: 382.45% → 388.01% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$147M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$144M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$113M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$110M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$53.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$198M |
| 2 |
CST
Charles Schwab Trust
Henderson,
Nevada
|
-$29.8M |
| 3 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$29.8M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$22.8M |
| 5 |
WANY
Wealthspire Advisors (New York)
New York
|
-$19.6M |
SCHX Hedge Fund Activity: Q4 2021 in Review
992 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2021, worth a combined $22.8B — up 13% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 176 funds opened new SCHX positions and 32 closed out — a net gain of 144 holders — while 367 added to existing stakes and 309 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $147M. The largest seller was Franklin Resources, cutting an estimated $198M.
- 992 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2021, up from 869 in Q3 2021.
- Funds reported $22.8B of Schwab US Large- Cap ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 176 funds opened new Schwab US Large- Cap ETF positions in Q4 2021 and 32 closed out, a net change of +144 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2021 was Mercer Global Advisors, an estimated $147M added.
- The largest Schwab US Large- Cap ETF seller in Q4 2021 was Franklin Resources, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2021.