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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
PP
801
PDS Planning
Ohio
$333K – – –
AWM
802
Abound Wealth Management
Tennessee
$332K -$4.32K -213 -1%
LOIP
803
Live Oak Investment Partners
Texas
$332K – – –
BFG
804
Berger Financial Group
Minnesota
$330K -$20.7K -1,020 -6%
FSWA
805
Financial Synergies Wealth Advisors
Texas
$330K – – –
PSCM
806
Per Stirling Capital Management
Texas
$329K +$43.8K +2,160 +16%
PIA
807
Pinion Investment Advisors
Kansas
$328K -$102K -5,052 -24%
VFA
808
Valeo Financial Advisors
Indiana
$327K +$29.7K +1,467 +10%
BC
809
Brio Consultants
California
$326K -$23K -1,134 -7%
ZRP
810
Zynergy Retirement Planning
New Jersey
$326K +$315K +15,552 New
ONSWM
811
Old North State Wealth Management
North Carolina
$325K +$972 +48 +0.3%
HWA
812
Heartwood Wealth Advisors
Virginia
$322K +$312K +15,384 New
WTC
813
WhitTier Trust Company
Nevada
$322K – – –
CCM
814
Coldstream Capital Management
Washington
$322K -$10.6K -522 -3%
FCIM
815
Fairview Capital Investment Management
California
$321K -$608 -30 -0.2%
TCM
816
Traynor Capital Management
Pennsylvania
$317K +$307K +15,144 New
BFM
817
Broadview Financial Management
Wisconsin
$315K – – –
CANC
818
Culbertson A N & Co
Virginia
$314K – – –
AFA
819
American Financial Advisors
Georgia
$314K -$13.7K -678 -4%
IFA
820
Index Fund Advisors
California
$313K +$19.9K +981 +7%
AWM
821
Able Wealth Management
New Jersey
$313K – – –
UB
822
UMB Bank
Missouri
$308K – – –
TP
823
Tranquility Partners
Tennessee
$308K – – –
PB
824
Pinnacle Bancorp
Nebraska
$306K -$84.2K -4,155 -22%
WT
825
Whittier Trust
California
$305K +$210K +10,347 +247%
31 32
33
34 35

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.