Schwab US Large- Cap ETF
SCHX
1,191 hedge funds and large institutions have $25.8B invested in Schwab US Large- Cap ETF in 2024 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 404 increasing their positions, 510 reducing their positions, and 65 closing their positions.
3,266% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $74K
68% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 65
2% more funds holding
Funds holding: 1,167 → 1,191 (+24)
5% more capital invested
Capital invested by funds: $24.6B → $25.8B (+$1.17B)
4% less funds holding in top 10
Funds holding in top 10: 195 → 188 (-7)
18.44% less ownership
Funds ownership: 211.17% → 192.73% (-18%)
21% less repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 510
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$134M |
| 2 |
D
Diversified
Wilmington,
Delaware
|
+$90.9M |
| 3 |
AssetMark Inc
Concord,
California
|
+$79.6M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$73.8M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$58.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.35B |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$657M |
| 3 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$172M |
| 4 |
BWA
BlueSky Wealth Advisors
New Bern,
North Carolina
|
-$110M |
| 5 |
SA
Scarborough Advisors
Annapolis,
Maryland
|
-$91M |
SCHX Hedge Fund Activity: Q1 2024 in Review
1,191 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q1 2024, worth a combined $25.8B — up 4.8% from $24.6B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new SCHX positions and 65 closed out — a net gain of 44 holders — while 404 added to existing stakes and 510 trimmed.
The largest buyer was Charles Schwab, adding an estimated $134M. The largest seller was Cerity Partners, cutting an estimated $1.35B.
- 1,191 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q1 2024, up from 1,167 in Q4 2023.
- Funds reported $25.8B of Schwab US Large- Cap ETF stock for Q1 2024, up 4.8% quarter-over-quarter.
- 109 funds opened new Schwab US Large- Cap ETF positions in Q1 2024 and 65 closed out, a net change of +44 holders.
- The largest Schwab US Large- Cap ETF buyer in Q1 2024 was Charles Schwab, an estimated $134M added.
- The largest Schwab US Large- Cap ETF seller in Q1 2024 was Cerity Partners, an estimated $1.35B sold.
Based on aggregated 13F filings for Q1 2024.