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Schwab US Broad Market ETF
SCHB

1,081 hedge funds and large institutions have $9.62B invested in Schwab US Broad Market ETF in 2024 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 343 increasing their positions, 404 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $37.2M | Put options by funds: $18M

54% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 46

6% more funds holding in top 10

Funds holding in top 10: 124 → 132 (+8)

1.32% more ownership

Funds ownership: 100.44% → 101.76% (+1.3%)

4% more capital invested

Capital invested by funds: $9.29B → $9.62B (+$336M)

1% more funds holding

Funds holding: 1,073 → 1,081 (+8)

15% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 404

Holders
1,081
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
15.61%
Holding in Top 10
132
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.45%
% of All Funds
1.91%
New
71
Increased
343
Reduced
404
Closed
46
Calls
$37.2M
Puts
$18M
Net Calls
+$19.3M
Net Calls Change
-$4.96M

Top Buyers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
+$281M
2
AI
Accredited Investors
Minnesota
+$35M
3
S
Sunpointe
Missouri
+$25.1M
4
TFF
The Family Firm
Maryland
+$17.6M
5
Goldman Sachs
Goldman Sachs
New York
+$16.4M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$53M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$44.2M
3
RPGK
Retirement Planning Group (Kansas)
Kansas
-$16M
4
JP Morgan Chase
JP Morgan Chase
New York
-$13.6M
5
FSA
Financial Services Advisory
Maryland
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
376
Jackson Hole Capital Partners
Oklahoma
$2.24M -$47.5K -2,346 -2%
AFP
377
Ausdal Financial Partners
Iowa
$2.23M -$16.1K -795 -0.7%
OIM
378
Opus Investment Management
Massachusetts
$2.22M – – –
CPG
379
Cornerstone Planning Group
New Jersey
$2.19M +$2.21M +108,993 +25,406%
CAI
380
Capital Advisors Inc
Oklahoma
$2.15M -$98.9K -4,881 -5%
SW
381
SVB Wealth
Massachusetts
$2.14M -$38.7K -1,908 -2%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$2.13M -$40.7K -2,007 -2%
KNFPWM
383
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.13M -$310K -15,285 -13%
WOSD
384
WFA of San Diego
California
$2.11M +$2.04M +100,902 New
EL
385
Essex LLC
Illinois
$2.11M -$14.1K -696 -0.7%
SA
386
Skyline Advisors
Washington
$2.11M – – –
SWM
387
Segment Wealth Management
Texas
$2.09M +$1.22K +60 +0.1%
OCM
388
One Capital Management
California
$2.08M +$192K +9,459 +11%
FG
389
Foster Group
Iowa
$2.06M – – –
WWC
390
Waypoint Wealth Counsel
Georgia
$2.05M -$76.6K -3,783 -4%
JIR
391
James Investment Research
Ohio
$2.05M +$206K +10,173 +12%
YIA
392
YHB Investment Advisors
Connecticut
$2.04M -$29.7K -1,467 -1%
AMG
393
Asset Management Group
Connecticut
$2.04M +$21.5K +1,059 +1%
PS
394
Planned Solutions
California
$2.04M +$65.1K +3,213 +3%
PA
395
Pinnacle Associates
New York
$2.03M -$108K -5,313 -5%
SAG
396
SageView Advisory Group
California
$2.01M +$1.95M +96,117 New
FFA
397
Farther Finance Advisors
California
$2M +$716K +35,346 +59%
MWM
398
Modera Wealth Management
New Jersey
$1.99M -$1.22K -60 -0.1%
VCAM
399
Van Cleef Asset Management
Ohio
$1.99M – – –
SAMC
400
Spectrum Asset Management (California)
California
$1.97M -$373K -18,408 -16%
14 15
16
17 18

SCHB Hedge Fund Activity: Q2 2024 in Review

1,081 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q2 2024, worth a combined $9.62B — up 3.6% from $9.29B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SCHB positions and 46 closed out — a net gain of 25 holders — while 343 added to existing stakes and 404 trimmed.

The largest buyer was Strategic Financial Concepts, adding an estimated $281M. The largest seller was Mercer Global Advisors, cutting an estimated $53M.

  • 1,081 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2024, up from 1,073 in Q1 2024.
  • Funds reported $9.62B of Schwab US Broad Market ETF stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 71 funds opened new Schwab US Broad Market ETF positions in Q2 2024 and 46 closed out, a net change of +25 holders.
  • The largest Schwab US Broad Market ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $281M added.
  • The largest Schwab US Broad Market ETF seller in Q2 2024 was Mercer Global Advisors, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2024.