Schwab US Large- Cap ETF
SCHX
1,363 hedge funds and large institutions have $24.9B invested in Schwab US Large- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 198 funds opening new positions, 453 increasing their positions, 533 reducing their positions, and 61 closing their positions.
1,672% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $93K
225% more first-time investments, than exits
New positions opened: 198 | Existing positions closed: 61
21% more capital invested
Capital invested by funds: $20.6B → $24.9B (+$4.24B)
9% more funds holding
Funds holding: 1,249 → 1,363 (+114)
9% more funds holding in top 10
Funds holding in top 10: 188 → 205 (+17)
15% less repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 533
99.16% less ownership
Funds ownership: 147.43% → 48.27% (-99%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.37B |
| 2 |
DE
Diversified Enterprises
Wilmington,
Delaware
|
+$69.3M |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$67.5M |
| 4 |
WSFS
Wilmington Savings Fund Society
Wilmington,
Delaware
|
+$36.5M |
| 5 |
ATPW
Ashton Thomas Private Wealth
Scottsdale,
Arizona
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MGIA
Moneta Group Investment Advisors
St Louis,
Missouri
|
-$1.18B |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$696M |
| 3 |
NDSI
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
|
-$69.9M |
| 4 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$60.7M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$44.1M |
SCHX Hedge Fund Activity: Q4 2024 in Review
1,363 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Schwab US Large- Cap ETF (SCHX) for Q4 2024, worth a combined $24.9B — up 21% from $20.6B a quarter earlier.
Buyers outnumbered sellers: 198 funds opened new SCHX positions and 61 closed out — a net gain of 137 holders — while 453 added to existing stakes and 533 trimmed.
The largest buyer was US Bancorp, adding an estimated $3.37B. The largest seller was Moneta Group Investment Advisors, cutting an estimated $1.18B.
- 1,363 institutional investors held Schwab US Large- Cap ETF (SCHX) as of Q4 2024, up from 1,249 in Q3 2024.
- Funds reported $24.9B of Schwab US Large- Cap ETF stock for Q4 2024, up 21% quarter-over-quarter.
- 198 funds opened new Schwab US Large- Cap ETF positions in Q4 2024 and 61 closed out, a net change of +137 holders.
- The largest Schwab US Large- Cap ETF buyer in Q4 2024 was US Bancorp, an estimated $3.37B added.
- The largest Schwab US Large- Cap ETF seller in Q4 2024 was Moneta Group Investment Advisors, an estimated $1.18B sold.
Based on aggregated 13F filings for Q4 2024.