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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
LJAC
851
L.J. Altfest & Co
New York
$373K +$106K +5,400 +43%
PTB
852
Pioneer Trust Bank
Oregon
$372K – – –
GA
853
Goldstein Advisors
Wisconsin
$372K +$33.8K +1,716 +11%
PFA
854
Pathway Financial Advisors
Vermont
$369K – – –
FA
855
FC Advisory
Pennsylvania
$366K -$32.2K -1,638 -8%
RWM
856
Revisor Wealth Management
Ohio
$366K +$359K +18,258 New
AIA
857
Armor Investment Advisors
North Carolina
$366K -$41.8K -2,121 -11%
VBFG
858
Vishria Bird Financial Group
Tennessee
$365K -$709 -36 -0.2%
CCP
859
Carmel Capital Partners
California
$364K -$5.91K -300 -2%
DADC
860
D.A. Davidson & Co
Montana
$362K -$16.8K -855 -5%
ABC
861
Associated Banc-Corp
Wisconsin
$362K – – –
VCWA
862
Vanguard Capital Wealth Advisors
Colorado
$361K +$72.9K +3,702 +27%
RLWM
863
RF&L Wealth Management
Massachusetts
$361K – – –
TAM
864
Tucker Asset Management
Colorado
$359K +$285K +14,484 +502%
ACM
865
Advisors Capital Management
New Jersey
$359K +$342K +17,376 New
WG
866
Wealth Group
North Carolina
$357K +$340K +17,265 New
RCA
867
Riverview Capital Advisers
Massachusetts
$356K +$945 +48 +0.3%
SAG
868
SageView Advisory Group
California
$354K +$186K +9,429 +46%
RW
869
Regimen Wealth
Georgia
$349K -$27.5K -1,395 -8%
AL
870
ACAS LLC
California
$349K -$13.6K -693 -4%
PMG
871
ProVise Management Group
Florida
$348K -$9.39M -476,820 -97%
NFC
872
Northeast Financial Consultants
Connecticut
$348K – – –
CG
873
Cutler Group
California
$347K +$70.9K +3,600 +27%
HCMT
874
Highland Capital Management (Tennessee)
Tennessee
$347K -$13K -660 -4%
VA
875
Vident Advisory
Georgia
$347K – – –
33 34
35
36 37

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.