Schwab US Large- Cap ETF
SCHX
1,044 hedge funds and large institutions have $21.2B invested in Schwab US Large- Cap ETF in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 384 increasing their positions, 430 reducing their positions, and 61 closing their positions.
692% more call options, than puts
Call options by funds: $6.5M | Put options by funds: $820K
0.36% less ownership
Funds ownership: 196.01% → 195.65% (-0.36%)
3% less capital invested
Capital invested by funds: $21.8B → $21.2B (-$654M)
3% less funds holding
Funds holding: 1,071 → 1,044 (-27)
4% less funds holding in top 10
Funds holding in top 10: 165 → 159 (-6)
11% less repeat investments, than reductions
Existing positions increased: 384 | Existing positions reduced: 430
11% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$228M |
| 2 |
Cerity Partners
New York
|
+$205M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$88.3M |
| 4 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$56.1M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$165M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$146M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$22.7M |
| 4 |
YAL
Your Advocates Ltd
Houston,
Texas
|
-$21.2M |
| 5 |
LFG
Leverty Financial Group
Hudson,
Wisconsin
|
-$20.4M |
SCHX Hedge Fund Activity: Q3 2023 in Review
1,044 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2023, worth a combined $21.2B — down 3% from $21.8B a quarter earlier.
Sellers outnumbered buyers: 61 funds closed out of SCHX and 54 opened new positions — a net loss of 7 holders — while 430 trimmed existing stakes and 384 added.
The largest buyer was Wealth Enhancement Advisory Services, adding an estimated $228M. The largest seller was Koss-Olinger Consulting, exiting entirely with an estimated $165M sold.
- 1,044 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2023, down from 1,071 in Q2 2023.
- Funds reported $21.2B of Schwab US Large- Cap ETF stock for Q3 2023, down 3% quarter-over-quarter.
- 54 funds opened new Schwab US Large- Cap ETF positions in Q3 2023 and 61 closed out, a net change of -7 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $228M added.
- The largest Schwab US Large- Cap ETF seller in Q3 2023 was Koss-Olinger Consulting, an estimated $165M sold.
Based on aggregated 13F filings for Q3 2023.