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Schwab US Broad Market ETF
SCHB

1,098 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.

New
Increased
Maintained
Reduced
Closed

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: 1,080 → 1,098 (+18)

0.42% less ownership

Funds ownership: 101.76% → 101.34% (-0.42%)

1% less funds holding in top 10

Funds holding in top 10: 132 → 131 (-1)

Holders
1,098
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.77%
Holding in Top 10
131
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.76%
% of All Funds
1.88%
New
71
Increased
452
Reduced
392
Closed
40
Calls
$32.6M
Puts
$19.7M
Net Calls
+$12.9M
Net Calls Change
-$6.41M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$59.4M
2
WWM
WT Wealth Management
Arizona
+$52.4M
3
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
+$36.9M
4
CMAI
Capital Management Associates Inc
Minnesota
+$36.2M
5
ACA
Aptus Capital Advisors
Alabama
+$35.6M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$296M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$36.5M
3
S
Sunpointe
Missouri
-$26.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$22.1M
5
HP
HT Partners
Connecticut
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
801
Zynergy Retirement Planning
New Jersey
$341K -$3.78K -177 -1%
WTC
802
WhitTier Trust Company
Nevada
$341K – – –
CCM
803
Coldstream Capital Management
Washington
$340K -$512 -24 -0.2%
FCIM
804
Fairview Capital Investment Management
California
$339K – – –
PWP
805
Precedent Wealth Partners
Texas
$336K +$69.4K +3,249 +27%
BFM
806
Broadview Financial Management
Wisconsin
$336K +$2.05K +96 +0.6%
AFA
807
American Financial Advisors
Georgia
$334K +$1.47K +69 +0.5%
CANC
808
Culbertson A N & Co
Virginia
$333K – – –
AWM
809
Able Wealth Management
New Jersey
$331K +$384 +18 +0.1%
SEM
810
Strategic Equity Management
Arizona
$327K -$25.4K -1,191 -7%
CB
811
Commerce Bank
Missouri
$327K -$36.6K -1,713 -10%
UB
812
UMB Bank
Missouri
$326K – – –
TP
813
Tranquility Partners
Tennessee
$326K – – –
PIA
814
Pinion Investment Advisors
Kansas
$325K -$21.2K -993 -6%
PB
815
Pinnacle Bancorp
Nebraska
$324K – – –
WT
816
Whittier Trust
California
$322K – – –
CGPCS
817
Capital Group Private Client Services
California
$318K +$897 +42 +0.3%
CWM
818
Connecticut Wealth Management
Connecticut
$317K – – –
AWC
819
Adamsbrown Wealth Consultants
Kansas
$317K +$1.92K +90 +0.6%
IFG
820
Independent Financial Group
California
$316K -$48K -2,247 -14%
AWA
821
Arkadios Wealth Advisors
Georgia
$316K -$2.37K -111 -0.8%
SSA
822
Sierra Summit Advisors
Nevada
$312K – – –
WAM
823
Worth Asset Management
Texas
$312K -$2.11K -99 -0.7%
AAS
824
Ameritas Advisory Services
Nebraska
$311K -$42K -1,968 -12%
Citadel Advisors
825
Citadel Advisors
Florida
$310K +$298K +13,977 New
31 32
33
34 35

SCHB Hedge Fund Activity: Q3 2024 in Review

1,098 of the 6,964 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.

  • 1,098 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2024, up from 1,080 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.