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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
1,249
Holders Change
+29
Holders Change %
+2.38%
% of All Funds
17.94%
Holding in Top 10
189
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.53%
% of All Funds
2.71%
New
106
Increased
471
Reduced
453
Closed
63
Calls
$2.31M
Puts
$68K
Net Calls
+$2.24M
Net Calls Change
+$889K

Top Buyers

Rank Fund Capital Flow
1
MGIA
Moneta Group Investment Advisors
Missouri
+$1.15B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$600M
3
US Bancorp
US Bancorp
Minnesota
+$410M
4
CWM
Campbell Wealth Management
Virginia
+$334M
5
SA
Scarborough Advisors
Maryland
+$103M

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$9.58B
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$70.8M
3
DB
Dravo Bay
Delaware
-$30.9M
4
TCM
Tradewinds Capital Management
Washington
-$27.6M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$27.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
1051
Eley Financial Management
Vermont
$237K – – –
SCA
1052
Stonebridge Capital Advisors
Minnesota
$236K +$228K +10,455 New
GWSA
1053
Global Wealth Strategies & Associates
Colorado
$236K – – –
CIA
1054
Choate Investment Advisors
Massachusetts
$236K – – –
GWAM
1055
Guardian Wealth Advisors (Minnesota)
Minnesota
$234K – – –
NCM
1056
Narwhal Capital Management
Georgia
$233K +$224K +10,299 New
QWP
1057
Quotient Wealth Partners
Texas
$233K +$6.67K +306 +3%
CWM
1058
Cadence Wealth Management
Massachusetts
$231K -$2.75K -126 -1%
AC
1059
Apella Capital
Connecticut
$231K -$22.4K -1,026 -9%
LF
1060
LifeSteps Financial
California
$230K – – –
SI
1061
Shaker Investments
Ohio
$230K +$915 +42 +0.4%
RIP
1062
RAM Investment Partners
Washington
$230K – – –
CWM
1063
Cedar Wealth Management
California
$229K +$134K +6,159 +156%
TI
1064
Trexquant Investment
Connecticut
$226K +$218K +10,005 New
FFG
1065
Fiduciary Financial Group
California
$224K +$588 +27 +0.3%
MWP
1066
Madison Wealth Partners
Wisconsin
$224K +$216K +9,915 New
VF
1067
Vawter Financial
Ohio
$224K – – –
SM
1068
Sensible Money
Arizona
$224K – – –
PF
1069
Penney Financial
Texas
$222K – – –
Fifth Third Bancorp
1070
Fifth Third Bancorp
Ohio
$222K – – –
SL
1071
Salomon & Ludwin
Virginia
$221K – – –
SRWM
1072
Shira Ridge Wealth Management
California
$220K – – –
ACM
1073
Advisors Capital Management
New Jersey
$220K -$194K -8,883 -48%
FFWM
1074
Future Financial Wealth Management
Ohio
$220K -$327 -15 -0.2%
AG
1075
Advocate Group
Minnesota
$219K – – –
41 42
43
44 45

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.