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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$6.12B |
| 2 |
US Bancorp
Minneapolis,
Minnesota
|
+$882M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$199M |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
+$122M |
| 5 |
AT
American Trust
Lexington,
Kentucky
|
+$70.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Campbell Wealth Management
Alexandria,
Virginia
|
-$303M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$33.7M |
| 3 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$29.6M |
| 4 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$23.6M |
| 5 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$22.8M |
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.