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Schwab US Broad Market ETF
SCHB

1,072 hedge funds and large institutions have $9.29B invested in Schwab US Broad Market ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 398 increasing their positions, 401 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $12.3M

114% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $8.74B → $9.29B (+$550M)

4% more funds holding

Funds holding: 1,034 → 1,072 (+38)

1% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 401

1% less funds holding in top 10

Funds holding in top 10: 125 → 124 (-1)

2.88% less ownership

Funds ownership: 103.33% → 100.44% (-2.9%)

Holders
1,072
Holders Change
+38
Holders Change %
+3.68%
% of All Funds
15.44%
Holding in Top 10
124
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.8%
% of All Funds
1.79%
New
94
Increased
398
Reduced
401
Closed
44
Calls
$36.6M
Puts
$12.3M
Net Calls
+$24.2M
Net Calls Change
-$117M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$34.9M
2
WA
Waverly Advisors
Alabama
+$18.5M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$13.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.2M
5
MWM
Mission Wealth Management
California
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
FWM
FFT Wealth Management
Pennsylvania
-$89.2M
2
LP
LGL Partners
Pennsylvania
-$88.8M
3
Morgan Stanley
Morgan Stanley
New York
-$52.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$51.6M
5
MIS
Morningstar Investment Services
Illinois
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$63.3M +$441K +22,794 +0.7%
AI
27
Accredited Investors
Minnesota
$63.3M +$1.6M +82,479 +3%
CWM
28
Circle Wealth Management
New Jersey
$62.7M +$19K +984 +0%
AAIM
29
Asset Advisors Investment Management
Georgia
$62.5M +$1.15M +59,505 +2%
SFG
30
Socha Financial Group
New York
$60.6M +$151K +7,788 +0.3%
NSAM
31
North Star Asset Management
Wisconsin
$59M +$1.4M +72,222 +3%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$57.2M +$1.41M +72,669 +3%
Morgan Stanley
33
Morgan Stanley
New York
$56.7M -$52.6M -2,720,211 -49%
AP
34
Agilis Partners
Massachusetts
$54.8M -$307K -15,867 -0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$54.5M -$15.8M -817,137 -23%
Brown Advisory
36
Brown Advisory
Maryland
$51M -$13.4K -693 -0%
MF
37
Manchester Financial
California
$49.6M +$1.93M +99,591 +4%
DLCIG
38
D.L. Carlson Investment Group
New Hampshire
$48.8M +$2.34M +120,744 +5%
CG
39
Caprock Group
Idaho
$47.7M -$500K -25,833 -1%
SFG
40
SNS Financial Group
Minnesota
$47.6M +$8M +413,619 +21%
M
41
MYeCFO
California
$46M +$1.88M +97,230 +4%
CAG
42
Compass Advisory Group
New York
$44.9M +$280K +14,481 +0.7%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$44.8M -$1.46M -75,537 -3%
MIS
44
Morningstar Investment Services
Illinois
$44.2M -$40.7M -2,104,377 -49%
MAG
45
Members Advisory Group
New York
$43.9M -$109K -5,646 -0.3%
Creative Planning
46
Creative Planning
Kansas
$40.7M -$971K -50,160 -2%
CFGSD
47
Compass Financial Group (South Dakota)
South Dakota
$40M +$6.51M +336,282 +21%
LPL Financial
48
LPL Financial
California
$39.7M +$7.08M +365,838 +23%
OIA
49
OneDigital Investment Advisors
Kansas
$37M -$2.07M -107,025 -6%
WA
50
WBH Advisory
Maryland
$36.6M +$2.52M +130,095 +8%
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SCHB Hedge Fund Activity: Q1 2024 in Review

1,072 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2024, worth a combined $9.29B — up 6.3% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHB positions and 44 closed out — a net gain of 50 holders — while 398 added to existing stakes and 401 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $34.9M. The largest seller was FFT Wealth Management, cutting an estimated $89.2M.

  • 1,072 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2024, up from 1,034 in Q4 2023.
  • Funds reported $9.29B of Schwab US Broad Market ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 94 funds opened new Schwab US Broad Market ETF positions in Q1 2024 and 44 closed out, a net change of +50 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $34.9M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2024 was FFT Wealth Management, an estimated $89.2M sold.

Based on aggregated 13F filings for Q1 2024.