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Schwab US Broad Market ETF
SCHB

1,080 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: 1,072 → 1,080 (+8)

15% less repeat investments, than reductions

Existing positions increased: 343 | Existing positions reduced: 404

Holders
1,080
Holders Change
+8
Holders Change %
+0.75%
% of All Funds
15.6%
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
FIA
901
FPC Investment Advisory
California
$227K – – –
AAG
902
Armstrong Advisory Group
Massachusetts
$227K -$84.7K -4,182 -28%
AIMC
903
Alley Investment Management Company
Illinois
$224K – – –
MCA
904
Magnolia Capital Advisors
Mississippi
$224K +$216K +10,677 New
AWM
905
Act Wealth Management
Texas
$223K +$2.31K +114 +1%
RWA
906
River Wealth Advisors
Pennsylvania
$223K +$608 +30 +0.3%
FA
907
Fiduciary Alliance
South Carolina
$221K -$33.9K -1,671 -14%
EAM
908
Empirical Asset Management
Massachusetts
$219K +$3.89K +192 +2%
CAC
909
Certified Advisory Corp
Florida
$219K – – –
UFA
910
US Financial Advisors
Massachusetts
$219K – – –
AIA
911
Armor Investment Advisors
North Carolina
$217K +$61 +3 +0%
LWM
912
Lyell Wealth Management
California
$217K – – –
TWM
913
Tanager Wealth Management
United Kingdom
$216K – – –
AO
914
Advisor OS
Illinois
$215K +$208K +10,278 New
RIA
915
Regal Investment Advisors
Michigan
$215K +$5.04K +249 +2%
PMFA
916
Plante Moran Financial Advisors
Michigan
$214K -$9.54K -471 -4%
HA
917
HC Advisors
Georgia
$214K – – –
ACI
918
Alpha Cubed Investments
California
$213K -$6.75K -333 -3%
APA
919
Astoria Portfolio Advisors
New York
$213K +$206K +10,152 New
RP
920
Riverwater Partners
Wisconsin
$212K -$30.3K -1,494 -13%
SPA
921
Sentinel Pension Advisors
Massachusetts
$212K – – –
NCM
922
Noesis Capital Mangement
Florida
$212K – – –
SI
923
Stephens Inc
Arkansas
$211K – – –
MFT
924
Moisand Fitzgerald Tamayo
Florida
$211K -$4.98K -246 -2%
BPWM
925
Badgley Phelps Wealth Managers
Washington
$211K +$122 +6 +0.1%
35 36
37
38 39

SCHB Hedge Fund Activity: Q2 2024 in Review

1,080 of the 6,924 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.

  • 1,080 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q2 2024, up from 1,072 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.