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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
VPIM
751
Vanguard Personalized Indexing Management
California
$400K -$182 -9 -0%
LAIC
752
Lederer & Associates Investment Counsel
California
$398K – – –
BDF
753
Black Diamond Financial
Maryland
$395K +$31.3K +1,545 +9%
TIA
754
Tiemann Investment Advisors
California
$391K – – –
EHC
755
Everett Harris & Co
California
$388K +$98.5K +4,860 +36%
SSB
756
Sandy Spring Bank
Maryland
$387K +$211K +10,398 +129%
RPSA
757
Richard P. Slaughter Associates
Texas
$387K -$4.62K -228 -1%
TCM
758
Telos Capital Management
California
$383K +$370K +18,258 New
HCP
759
Hardin Capital Partners
South Carolina
$383K +$370K +18,258 New
AIM
760
Anchor Investment Management
South Carolina
$382K -$149K -7,365 -29%
HR
761
Hardy Reed
Mississippi
$381K -$101K -4,971 -21%
VIA
762
Vickerman Investment Advisors
Washington
$381K – – –
RFC
763
Regions Financial Corp
Alabama
$378K – – –
PSF
764
Pacific Sun Financial
California
$377K – – –
UAS
765
United Asset Strategies
New York
$377K – – –
SHA
766
Seneca House Advisors
Virginia
$377K -$7.23K -357 -2%
AP
767
Appleton Partners
Massachusetts
$377K -$20.6K -1,017 -5%
CIA
768
Capital Investment Advisors
Georgia
$376K +$129K +6,369 +55%
SPWM
769
Schrum Private Wealth Management
Florida
$374K – – –
BL
770
BCWM LLC
Kansas
$374K – – –
HWP
771
Heritage Wealth Partners
Ohio
$371K +$359K +17,727 New
AFA
772
AA Financial Advisors
Ohio
$371K +$31.7K +1,563 +10%
SCM
773
Schnieders Capital Management
California
$370K – – –
SFP
774
Shepherd Financial Partners
Massachusetts
$370K -$1.58K -78 -0.4%
AC
775
Apella Capital
Connecticut
$369K +$53.2K +2,628 +18%
29 30
31
32 33

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.