Schwab US Large- Cap ETF
SCHX
1,039 hedge funds and large institutions have $21B invested in Schwab US Large- Cap ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 369 increasing their positions, 427 reducing their positions, and 54 closing their positions.
287% more call options, than puts
Call options by funds: $4.22M | Put options by funds: $1.09M
44% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 54
4% more capital invested
Capital invested by funds: $20.2B → $21B (+$797M)
1% more funds holding in top 10
Funds holding in top 10: 164 → 165 (+1)
0% more funds holding
Funds holding: 1,035 → 1,039 (+4)
5.35% less ownership
Funds ownership: 206.4% → 201.05% (-5.3%)
14% less repeat investments, than reductions
Existing positions increased: 369 | Existing positions reduced: 427
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$112M |
| 2 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
+$65.1M |
| 3 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$57.7M |
| 4 |
CL
Choreo LLC
Rockford,
Illinois
|
+$37.2M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$27.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$406M |
| 2 |
Creative Planning
Overland Park,
Kansas
|
-$56.4M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$50.1M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$28.2M |
| 5 |
FVWA
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
-$23.4M |
SCHX Hedge Fund Activity: Q1 2023 in Review
1,039 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2023, worth a combined $21B — up 3.9% from $20.2B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SCHX positions and 54 closed out — a net gain of 24 holders — while 369 added to existing stakes and 427 trimmed.
The largest buyer was Charles Schwab, adding an estimated $112M. The largest seller was HBK Sorce Advisory, cutting an estimated $406M.
- 1,039 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2023, up from 1,035 in Q4 2022.
- Funds reported $21B of Schwab US Large- Cap ETF stock for Q1 2023, up 3.9% quarter-over-quarter.
- 78 funds opened new Schwab US Large- Cap ETF positions in Q1 2023 and 54 closed out, a net change of +24 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2023 was Charles Schwab, an estimated $112M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2023 was HBK Sorce Advisory, an estimated $406M sold.
Based on aggregated 13F filings for Q1 2023.