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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
SIMC
876
Squire Investment Management Company
Utah
$266K – – –
AWM
877
Abound Wealth Management
Tennessee
$265K -$82.8K -3,876 -24%
AP
878
Americana Partners
Texas
$263K +$1.6K +75 +0.6%
VWM
879
Vigilare Wealth Management
Arizona
$263K +$128 +6 +0.1%
CCMI
880
Creative Capital Management Investments
California
$262K – – –
WFAG
881
Wescott Financial Advisory Group
Pennsylvania
$260K +$448 +21 +0.2%
CA
882
Claris Advisors
Missouri
$259K +$1.6K +75 +0.6%
SG
883
StoneX Group
New York
$259K +$1.73K +81 +0.7%
TBWA
884
Three Bridge Wealth Advisors
California
$255K +$576 +27 +0.2%
MSWMA
885
Market Street Wealth Management Advisors
Indiana
$254K -$6.02K -282 -2%
OCM
886
Orion Capital Management
California
$254K – – –
USCWA
887
U.S. Capital Wealth Advisors
Texas
$253K – – –
SCA
888
Snowden Capital Advisors
New York
$252K – – –
IFS
889
Ifrah Financial Services
Arkansas
$251K -$61K -2,856 -20%
LFAS
890
Level Four Advisory Services
Texas
$251K +$479K +22,446 +192%
MM
891
Main Management
California
$249K – – –
SAM
892
Silvercrest Asset Management
New York
$249K – – –
FFA
893
Founders Financial Alliance
North Carolina
$247K – – –
WPC
894
Wedmont Private Capital
Pennsylvania
$246K +$64 +3 +0%
EIG
895
Ellenbecker Investment Group
Wisconsin
$244K – – –
CA
896
Clearstead Advisors
Ohio
$243K -$50.4K -2,361 -18%
GFP
897
Guardian Financial Partners
California
$243K – – –
AAG
898
Armstrong Advisory Group
Massachusetts
$242K +$1.86K +87 +0.8%
WP
899
WealthShield Partners
North Carolina
$241K -$21.1K -990 -8%
AIMC
900
Alley Investment Management Company
Illinois
$237K – – –
34 35
36
37 38

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.