Schwab US Broad Market ETF
SCHB
1,099 hedge funds and large institutions have $10.2B invested in Schwab US Broad Market ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 452 increasing their positions, 392 reducing their positions, and 40 closing their positions.
78% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 40
65% more call options, than puts
Call options by funds: $32.6M | Put options by funds: $19.7M
15% more repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 392
7% more capital invested
Capital invested by funds: $9.62B → $10.2B (+$627M)
2% more funds holding
Funds holding: 1,081 → 1,099 (+18)
0.42% less ownership
Funds ownership: 101.76% → 101.35% (-0.42%)
1% less funds holding in top 10
Funds holding in top 10: 132 → 131 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$59.4M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$52.4M |
| 3 |
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
+$36.9M |
| 4 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
+$36.2M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
-$296M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$36.5M |
| 3 |
S
Sunpointe
St. Louis,
Missouri
|
-$26.1M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$22.1M |
| 5 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$15.3M |
SCHB Hedge Fund Activity: Q3 2024 in Review
1,099 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2024, worth a combined $10.2B — up 6.5% from $9.62B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHB positions and 40 closed out — a net gain of 31 holders — while 452 added to existing stakes and 392 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $59.4M. The largest seller was Strategic Financial Concepts, cutting an estimated $296M.
- 1,099 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2024, up from 1,081 in Q2 2024.
- Funds reported $10.2B of Schwab US Broad Market ETF stock for Q3 2024, up 6.5% quarter-over-quarter.
- 71 funds opened new Schwab US Broad Market ETF positions in Q3 2024 and 40 closed out, a net change of +31 holders.
- The largest Schwab US Broad Market ETF buyer in Q3 2024 was Mercer Global Advisors, an estimated $59.4M added.
- The largest Schwab US Broad Market ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $296M sold.
Based on aggregated 13F filings for Q3 2024.