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Schwab US Large- Cap ETF
SCHX

1,220 hedge funds and large institutions have $28B invested in Schwab US Large- Cap ETF in 2024 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 478 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

619% more call options, than puts

Call options by funds: $1.57M | Put options by funds: $218K

90% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 52

9% more capital invested

Capital invested by funds: $25.8B → $28B (+$2.2B)

2.93% more ownership

Funds ownership: 192.78% → 195.71% (+2.9%)

2% more funds holding

Funds holding: 1,191 → 1,220 (+29)

1% less funds holding in top 10

Funds holding in top 10: 189 → 188 (-1)

19% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 478

Holders
1,220
Holders Change
+29
Holders Change %
+2.43%
% of All Funds
17.62%
Holding in Top 10
188
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.53%
% of All Funds
2.72%
New
99
Increased
386
Reduced
478
Closed
52
Calls
$1.57M
Puts
$218K
Net Calls
+$1.35M
Net Calls Change
-$1.07M

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$6.12B
2
US Bancorp
US Bancorp
Minnesota
+$882M
3
KOC
Koss-Olinger Consulting
Florida
+$199M
4
BWA
BlueSky Wealth Advisors
North Carolina
+$122M
5
AT
American Trust
Kentucky
+$70.7M

Top Sellers

Rank Fund Capital Flow
1
CWM
Campbell Wealth Management
Virginia
-$303M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$33.7M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$29.6M
4
BHB
Bank Hapoalim BM
Israel
-$23.6M
5
FMP
Financial Management Professionals
Texas
-$22.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
976
Morton Brown Family Wealth
Pennsylvania
$269K – – –
GC
977
Gratus Capital
Georgia
$267K – – –
FIC
978
Family Investment Center
Missouri
$266K – – –
MSF
979
Mustard Seed Financial
Arkansas
$266K – – –
CPC
980
Consolidated Planning Corp
Georgia
$265K – – –
CIAS
981
Capital Investment Advisory Services
North Carolina
$263K -$31.8K -1,539 -11%
BC
982
Bowman & Company
Wisconsin
$262K – – –
NAMNJ
983
NorthStar Asset Management (New Jersey)
New Jersey
$262K -$45K -2,178 -15%
SAS
984
SMI Advisory Services
Indiana
$262K +$248K +11,991 New
AAG
985
Armstrong Advisory Group
Massachusetts
$262K +$242K +11,697 +2,228%
TWM
986
Tradition Wealth Management
Minnesota
$262K -$310 -15 -0.1%
PCM
987
Presidio Capital Management
California
$262K – – –
RFA
988
Rollins Financial Advisors
New York
$261K +$29.4K +1,425 +13%
SCA
989
Snowden Capital Advisors
New York
$260K – – –
MSA
990
McAlister Sweet & Associates
Texas
$260K – – –
TFA
991
Tobias Financial Advisors
Florida
$259K – – –
FWP
992
Falcon Wealth Planning
California
$258K – – –
UAS
993
United Asset Strategies
New York
$258K +$41.2K +1,995 +20%
WFAG
994
Worth Financial Advisory Group
North Carolina
$258K +$249K +12,045 New
KHCM
995
Kirtland Hills Capital Management
Ohio
$257K – – –
BBA
996
Braun-Bostich & Associates
Pennsylvania
$256K -$27.5K -1,329 -10%
MSS
997
Mitchell Sinkler & Starr
Pennsylvania
$255K +$186K +9,000 +333%
SIA
998
Soltis Investment Advisors
Utah
$251K -$3.72K -180 -2%
HT
999
Headlands Technologies
Illinois
$250K +$229K +11,067 +1,845%
MIC
1000
Meridian Investment Counsel
California
$250K – – –
38 39
40
41 42

SCHX Hedge Fund Activity: Q2 2024 in Review

1,220 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q2 2024, worth a combined $28B — up 8.5% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new SCHX positions and 52 closed out — a net gain of 47 holders — while 386 added to existing stakes and 478 trimmed.

The largest buyer was Charles Schwab, adding an estimated $6.12B. The largest seller was Campbell Wealth Management, exiting entirely with an estimated $303M sold.

  • 1,220 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q2 2024, up from 1,191 in Q1 2024.
  • Funds reported $28B of Schwab US Large- Cap ETF stock for Q2 2024, up 8.5% quarter-over-quarter.
  • 99 funds opened new Schwab US Large- Cap ETF positions in Q2 2024 and 52 closed out, a net change of +47 holders.
  • The largest Schwab US Large- Cap ETF buyer in Q2 2024 was Charles Schwab, an estimated $6.12B added.
  • The largest Schwab US Large- Cap ETF seller in Q2 2024 was Campbell Wealth Management, an estimated $303M sold.

Based on aggregated 13F filings for Q2 2024.