Schwab US Large- Cap ETF
SCHX
1,167 hedge funds and large institutions have $24.8B invested in Schwab US Large- Cap ETF in 2023 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 406 increasing their positions, 415 reducing their positions, and 45 closing their positions.
302% more first-time investments, than exits
New positions opened: 181 | Existing positions closed: 45
286% more call options, than puts
Call options by funds: $2.18M | Put options by funds: $564K
23% more funds holding in top 10
Funds holding in top 10: 159 → 195 (+36)
17% more capital invested
Capital invested by funds: $21.2B → $24.8B (+$3.59B)
16.83% more ownership
Funds ownership: 195.65% → 212.48% (+17%)
12% more funds holding
Funds holding: 1,044 → 1,167 (+123)
2% less repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 415
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$1.25B |
| 2 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
+$161M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$136M |
| 4 |
Morgan Stanley
New York
|
+$96.5M |
| 5 |
Goldman Sachs
New York
|
+$82.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44M |
| 2 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$34.9M |
| 3 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$30.4M |
| 4 |
IAS
IMA Advisory Services
Denver,
Colorado
|
-$30.2M |
| 5 |
CF
Cantor Fitzgerald
New York
|
-$25.6M |
SCHX Hedge Fund Activity: Q4 2023 in Review
1,167 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2023, worth a combined $24.8B — up 17% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 181 funds opened new SCHX positions and 45 closed out — a net gain of 136 holders — while 406 added to existing stakes and 415 trimmed.
The largest buyer was Cerity Partners, adding an estimated $1.25B. The largest seller was Envestnet Asset Management, cutting an estimated $44M.
- 1,167 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2023, up from 1,044 in Q3 2023.
- Funds reported $24.8B of Schwab US Large- Cap ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 181 funds opened new Schwab US Large- Cap ETF positions in Q4 2023 and 45 closed out, a net change of +136 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2023 was Cerity Partners, an estimated $1.25B added.
- The largest Schwab US Large- Cap ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $44M sold.
Based on aggregated 13F filings for Q4 2023.