Schwab US Large- Cap ETF
SCHX
1,249 hedge funds and large institutions have $20.6B invested in Schwab US Large- Cap ETF in 2024 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 471 increasing their positions, 453 reducing their positions, and 63 closing their positions.
3,293% more call options, than puts
Call options by funds: $2.31M | Put options by funds: $68K
68% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 63
2% more funds holding
Funds holding: 1,220 → 1,249 (+29)
4% more repeat investments, than reductions
Existing positions increased: 471 | Existing positions reduced: 453
1% more funds holding in top 10
Funds holding in top 10: 188 → 189 (+1)
26% less capital invested
Capital invested by funds: $28B → $20.6B (-$7.33B)
48.27% less ownership
Funds ownership: 195.71% → 147.45% (-48%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
+$1.15B |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$600M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$410M |
| 4 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
+$334M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$9.58B |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$70.8M |
| 3 |
DB
Dravo Bay
Rehoboth Beach,
Delaware
|
-$30.9M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.6M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$27.5M |
SCHX Hedge Fund Activity: Q3 2024 in Review
1,249 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q3 2024, worth a combined $20.6B — down 26% from $28B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SCHX positions and 63 closed out — a net gain of 43 holders — while 471 added to existing stakes and 453 trimmed.
The largest buyer was Moneta Group Investment Advisors, adding an estimated $1.15B. The largest seller was Charles Schwab, exiting entirely with an estimated $9.58B sold.
- 1,249 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q3 2024, up from 1,220 in Q2 2024.
- Funds reported $20.6B of Schwab US Large- Cap ETF stock for Q3 2024, down 26% quarter-over-quarter.
- 106 funds opened new Schwab US Large- Cap ETF positions in Q3 2024 and 63 closed out, a net change of +43 holders.
- The largest Schwab US Large- Cap ETF buyer in Q3 2024 was Moneta Group Investment Advisors, an estimated $1.15B added.
- The largest Schwab US Large- Cap ETF seller in Q3 2024 was Charles Schwab, an estimated $9.58B sold.
Based on aggregated 13F filings for Q3 2024.