We are live on ! Find out more
SCHX icon

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
SCA
976
Snowden Capital Advisors
New York
$251K +$7.97K +405 +3%
TFA
977
Tobias Financial Advisors
Florida
$250K -$2.83K -144 -1%
FWP
978
Falcon Wealth Planning
California
$250K – – –
AFG
979
Atomi Financial Group
New York
$249K +$237K +12,045 New
RCM
980
Raleigh Capital Management
North Carolina
$249K +$237K +12,021 New
BlackRock
981
BlackRock
New York
$248K +$118 +6 +0.1%
SIA
982
Soltis Investment Advisors
Utah
$246K – – –
KHCM
983
Kirtland Hills Capital Management
Ohio
$245K +$236K +12,000 New
PCMC
984
Paragon Capital Management (Colorado)
Colorado
$244K +$232K +11,793 New
IF
985
Intrua Financial
Texas
$244K +$232K +11,790 New
IFA
986
Index Fund Advisors
California
$243K +$295 +15 +0.1%
WA
987
Wealth Architects
California
$242K – – –
SF
988
Symphony Financial
Texas
$242K +$230K +11,700 New
MIC
989
Meridian Investment Counsel
California
$241K +$230K +11,664 New
ST
990
Smithfield Trust
Pennsylvania
$238K – – –
RF
991
Robbins Farley
New Hampshire
$237K +$30.9K +1,569 +16%
CCMG
992
Clark Capital Management Group
Pennsylvania
$234K – – –
SIAS
993
Summit Investment Advisory Services
Minnesota
$233K – – –
FAM
994
Formidable Asset Management
Ohio
$233K -$65.4K -3,324 -23%
SWP
995
Strategic Wealth Partners
Ohio
$232K – – –
SWM
996
SilverOak Wealth Management
Minnesota
$230K +$219K +11,121 New
SI
997
Shaker Investments
Ohio
$229K +$413 +21 +0.2%
CFG
998
Citizens Financial Group
Rhode Island
$229K – – –
S
999
Sunpointe
Missouri
$228K – – –
GBT
1000
Grove Bank & Trust
Florida
$227K – – –
38 39
40
41 42

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.