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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
BWL
1101
Beacon Wealthcare LLC
North Carolina
$201K +$194K +8,889 New
SIAP
1102
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$201K +$194K +8,886 New
FIM
1103
FWL Investment Management
Texas
$199K -$6.54K -300 -3%
SWM
1104
Sugarloaf Wealth Management
Georgia
$199K – – –
GWSG
1105
GPS Wealth Strategies Group
Colorado
$192K +$65 +3 +0%
WBCM
1106
Wilson & Boucher Capital Management
California
$191K +$184K +8,442 New
SFC
1107
SYM Financial Corp
Indiana
$186K – – –
AWA
1108
Alaska Wealth Advisors
Alaska
$185K – – –
LB
1109
Legacy Bridge
Iowa
$182K – – –
BCMLT
1110
Beacon Capital Management LLC (Tennessee)
Tennessee
$180K +$458 +21 +0.3%
ACM
1111
Accent Capital Management
Ohio
$170K – – –
UB
1112
UMB Bank
Missouri
$163K – – –
NG
1113
NWK Group
California
$160K – – –
BWL
1114
Bogart Wealth LLC
Virginia
$155K +$5.95K +273 +4%
LC
1115
Lindbrook Capital
California
$155K – – –
NPP
1116
New Potomac Partners
Maryland
$154K +$148K +6,786 New
RP
1117
Rice Partnership
Hawaii
$151K +$68.2K +3,132 +89%
Optiver Holding
1118
Optiver Holding
Netherlands
$148K +$142K +6,528 New
GJIA
1119
Glass Jacobson Investment Advisors
Maryland
$137K +$37.2K +1,707 +39%
PFPT
1120
Pinnacle Financial Partners (Tennessee)
Tennessee
$136K – – –
POIA
1121
Pin Oak Investment Advisors
Texas
$135K – – –
AIC
1122
Archer Investment Corporation
Indiana
$132K +$114K +5,220 +821%
CIAS
1123
CBIZ Investment Advisory Services
Ohio
$124K – – –
HWA
1124
Heritage Wealth Advisors
Virginia
$122K – – –
LWA
1125
Lowe Wealth Advisors
Maryland
$122K – – –
43 44
45
46 47

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.