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Schwab US Large- Cap ETF
SCHX

1,191 hedge funds and large institutions have $25.8B invested in Schwab US Large- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 402 increasing their positions, 512 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,266% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $74K

66% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 65

2% more funds holding

Funds holding: 1,167 → 1,191 (+24)

4% more capital invested

Capital invested by funds: $24.8B → $25.8B (+$1.02B)

3% less funds holding in top 10

Funds holding in top 10: 195 → 189 (-6)

19.7% less ownership

Funds ownership: 212.48% → 192.78% (-20%)

21% less repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 512

Holders
1,191
Holders Change
+24
Holders Change %
+2.06%
% of All Funds
17.16%
Holding in Top 10
189
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-3.08%
% of All Funds
2.72%
New
108
Increased
402
Reduced
512
Closed
65
Calls
$2.49M
Puts
$74K
Net Calls
+$2.42M
Net Calls Change
+$802K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$134M
2
D
Diversified
Delaware
+$90.9M
3
AssetMark Inc
AssetMark Inc
California
+$79.6M
4
CRC
Curi RMB Capital
Illinois
+$73.8M
5
CSIA
Charles Schwab Investment Advisory
California
+$58.2M

Top Sellers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
-$1.35B
2
SEI Investments
SEI Investments
Pennsylvania
-$657M
3
KOC
Koss-Olinger Consulting
Florida
-$172M
4
BWA
BlueSky Wealth Advisors
North Carolina
-$110M
5
Morgan Stanley
Morgan Stanley
New York
-$97.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
801
Aspect Partners
Virginia
$447K – – –
1IA
802
1834 Investment Advisors
Wisconsin
$446K – – –
LSC
803
Lesa Sroufe & Co
Washington
$446K -$5.14K -261 -1%
BTI
804
Blue Trust Inc
Georgia
$446K -$354K -17,970 -45%
MCM
805
Morton Capital Management
California
$443K -$5.02K -255 -1%
AWM
806
Aspire Wealth Management
Massachusetts
$441K – – –
GA
807
GoalVest Advisory
New York
$441K – – –
MWA
808
Motive Wealth Advisors
Michigan
$439K – – –
FTC
809
Farmers Trust Company
Ohio
$438K – – –
LC
810
LCNB Corp
Ohio
$437K – – –
MP
811
McDonald Partners
Ohio
$435K – – –
CFO
812
Collective Family Office
Pennsylvania
$434K – – –
P
813
&Partners
Tennessee
$434K +$159K +8,082 +63%
EFL
814
ERn Financial LLC
Wisconsin
$430K +$886 +45 +0.2%
PMFA
815
Plante Moran Financial Advisors
Michigan
$430K +$3.96K +201 +1%
DBIA
816
Dumont & Blake Investment Advisors
New Jersey
$428K +$407K +20,667 New
LWANC
817
Laurel Wealth Advisors (North Carolina)
North Carolina
$427K -$2.95K -150 -0.7%
AIM
818
AHL Investment Management
Florida
$427K – – –
DP
819
DDD Partners
Washington
$425K -$5.55K -282 -1%
TWA
820
TCI Wealth Advisors
Arizona
$422K -$694K -35,238 -63%
ACM
821
Argent Capital Management
Missouri
$421K -$6.12M -310,734 -94%
LWMNY
822
Landmark Wealth Management (New York)
New York
$414K -$13.8K -699 -3%
QC
823
Quadrature Capital
United Kingdom
$409K +$389K +19,770 New
HWA
824
Heartwood Wealth Advisors
Virginia
$408K -$68.6K -3,486 -15%
RFP
825
Root Financial Partners
California
$407K +$591 +30 +0.2%
31 32
33
34 35

SCHX Hedge Fund Activity: Q1 2024 in Review

1,191 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2024, worth a combined $25.8B — up 4.1% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCHX positions and 65 closed out — a net gain of 43 holders — while 402 added to existing stakes and 512 trimmed.

The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Cerity Partners, cutting an estimated $1.35B.

  • 1,191 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2024, up from 1,167 in Q4 2023.
  • Funds reported $25.8B of Schwab US Large- Cap ETF stock for Q1 2024, up 4.1% quarter-over-quarter.
  • 108 funds opened new Schwab US Large- Cap ETF positions in Q1 2024 and 65 closed out, a net change of +43 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q1 2024 was Charles Schwab, an estimated $134M added.
  • The largest Schwab US Large- Cap ETF seller in Q1 2024 was Cerity Partners, an estimated $1.35B sold.

Based on aggregated 13F filings for Q1 2024.