Schwab US Large- Cap ETF
SCHX
968 hedge funds and large institutions have $17.6B invested in Schwab US Large- Cap ETF in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 411 increasing their positions, 340 reducing their positions, and 67 closing their positions.
236% more call options, than puts
Call options by funds: $2.97M | Put options by funds: $884K
21% more repeat investments, than reductions
Existing positions increased: 411 | Existing positions reduced: 340
6% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 67
0.8% less ownership
Funds ownership: 196.02% → 195.22% (-0.8%)
1% less funds holding in top 10
Funds holding in top 10: 168 → 166 (-2)
2% less funds holding
Funds holding: 984 → 968 (-16)
21% less capital invested
Capital invested by funds: $22.3B → $17.6B (-$4.77B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$252M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$123M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$101M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$101M |
| 5 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$95.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$2.06B |
| 2 |
AWS
AJ Wealth Strategies
New York
|
-$62.9M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$26.7M |
| 4 |
ADL
Asset Dedication LLC
San Francisco,
California
|
-$20M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$19.9M |
SCHX Hedge Fund Activity: Q2 2022 in Review
968 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2022, worth a combined $17.6B — down 21% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHX positions and 67 closed out — a net gain of 4 holders — while 411 added to existing stakes and 340 trimmed.
The largest buyer was Creative Planning, adding an estimated $252M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $2.06B.
- 968 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2022, down from 984 in Q1 2022.
- Funds reported $17.6B of Schwab US Large- Cap ETF stock for Q2 2022, down 21% quarter-over-quarter.
- 71 funds opened new Schwab US Large- Cap ETF positions in Q2 2022 and 67 closed out, a net change of +4 holders.
- The largest Schwab US Large- Cap ETF buyer in Q2 2022 was Creative Planning, an estimated $252M added.
- The largest Schwab US Large- Cap ETF seller in Q2 2022 was Charles Schwab Investment Advisory, an estimated $2.06B sold.
Based on aggregated 13F filings for Q2 2022.