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Schwab US Broad Market ETF
SCHB

1,178 hedge funds and large institutions have $14.1B invested in Schwab US Broad Market ETF in 2024 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 445 increasing their positions, 449 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 39

74% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $14.2M

37% more capital invested

Capital invested by funds: $10.2B → $14.1B (+$3.84B)

7% more funds holding

Funds holding: 1,098 → 1,178 (+80)

5% more funds holding in top 10

Funds holding in top 10: 131 → 138 (+7)

1% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 449

68.27% less ownership

Funds ownership: 101.34% → 33.08% (-68%)

Holders
1,178
Holders Change
+80
Holders Change %
+7.29%
% of All Funds
15.52%
Holding in Top 10
138
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.34%
% of All Funds
1.82%
New
137
Increased
445
Reduced
449
Closed
39
Calls
$24.8M
Puts
$14.2M
Net Calls
+$10.5M
Net Calls Change
-$2.32M

Top Buyers

Rank Fund Capital Flow
1
Empower Advisory Group
Empower Advisory Group
Colorado
+$98.1M
2
WCM
Weaver Capital Management
Georgia
+$34.1M
3
Charles Schwab
Charles Schwab
California
+$27.7M
4
AF
Allworth Financial
California
+$17.3M
5
MCM
MAI Capital Management
Ohio
+$16.9M

Top Sellers

Rank Fund Capital Flow
1
WWM
WT Wealth Management
Arizona
-$55.7M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$50.5M
3
MIS
Morningstar Investment Services
Illinois
-$50.5M
4
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$39.7M
5
Wealthfront Advisers
Wealthfront Advisers
California
-$36M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
826
Gibraltar Capital Management
Oklahoma
$393K – – –
AWM
827
Accredited Wealth Management
Kentucky
$392K +$394K +17,249 New
AAG
828
Armstrong Advisory Group
Massachusetts
$391K +$145K +6,335 +58%
AIM
829
Anchor Investment Management
South Carolina
$391K – – –
AA
830
AlphaQ Advisors
Florida
$390K +$12.4K +542 +3%
RDIA
831
RE Dickinson Investment Advisors
Iowa
$389K +$114 +5 +0.3%
FRA
832
Front Row Advisors
California
$387K -$3.68K -161 -0.9%
AWM
833
Apex Wealth Management
New Hampshire
$386K +$388K +17,009 New
GLA
834
Good Life Advisors
Pennsylvania
$386K +$297 +13 +0.1%
AMM
835
American Money Management
California
$385K – – –
AT
836
Arlington Trust
Alabama
$384K +$386K +16,889 +93,828%
JC
837
Jacobs & Co
California
$376K -$7.97K -349 -2%
MIM
838
Moseley Investment Management
Florida
$374K – – –
VFA
839
Valeo Financial Advisors
Indiana
$374K +$23 +1 +0%
BWP
840
Baldwin Wealth Partners
Massachusetts
$368K +$457 +20 +0.1%
FCIM
841
Fairview Capital Investment Management
California
$366K +$19K +830 +5%
BFA
842
Bill Few Associates
Pennsylvania
$363K – – –
IFA
843
Index Fund Advisors
California
$362K -$23 -1 -0%
RA
844
Resolute Advisors
California
$361K +$1.12K +49 +0.3%
CNBT
845
Canandaigua National Bank & Trust
New York
$361K – – –
AP
846
Appleton Partners
Massachusetts
$360K -$17.9K -784 -5%
LOIP
847
Live Oak Investment Partners
Texas
$359K – – –
PCM
848
Perritt Capital Management
Illinois
$358K +$253K +11,091 +237%
FSWA
849
Financial Synergies Wealth Advisors
Texas
$358K +$183 +8 +0.1%
EFG
850
Ehrlich Financial Group
California
$353K +$57K +2,496 +19%
32 33
34
35 36

SCHB Hedge Fund Activity: Q4 2024 in Review

1,178 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q4 2024, worth a combined $14.1B — up 37% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SCHB positions and 39 closed out — a net gain of 98 holders — while 445 added to existing stakes and 449 trimmed.

The largest buyer was Empower Advisory Group, adding an estimated $98.1M. The largest seller was WT Wealth Management, cutting an estimated $55.7M.

  • 1,178 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q4 2024, up from 1,098 in Q3 2024.
  • Funds reported $14.1B of Schwab US Broad Market ETF stock for Q4 2024, up 37% quarter-over-quarter.
  • 137 funds opened new Schwab US Broad Market ETF positions in Q4 2024 and 39 closed out, a net change of +98 holders.
  • The largest Schwab US Broad Market ETF buyer in Q4 2024 was Empower Advisory Group, an estimated $98.1M added.
  • The largest Schwab US Broad Market ETF seller in Q4 2024 was WT Wealth Management, an estimated $55.7M sold.

Based on aggregated 13F filings for Q4 2024.