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Schwab US Broad Market ETF
SCHB

1,072 hedge funds and large institutions have $9.29B invested in Schwab US Broad Market ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 398 increasing their positions, 401 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

197% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $12.3M

114% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 44

6% more capital invested

Capital invested by funds: $8.74B → $9.29B (+$550M)

4% more funds holding

Funds holding: 1,034 → 1,072 (+38)

1% less repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 401

1% less funds holding in top 10

Funds holding in top 10: 125 → 124 (-1)

2.88% less ownership

Funds ownership: 103.33% → 100.44% (-2.9%)

Holders
1,072
Holders Change
+38
Holders Change %
+3.68%
% of All Funds
15.44%
Holding in Top 10
124
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.8%
% of All Funds
1.79%
New
94
Increased
398
Reduced
401
Closed
44
Calls
$36.6M
Puts
$12.3M
Net Calls
+$24.2M
Net Calls Change
-$117M

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$34.9M
2
WA
Waverly Advisors
Alabama
+$18.5M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$13.8M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.2M
5
MWM
Mission Wealth Management
California
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
FWM
FFT Wealth Management
Pennsylvania
-$89.2M
2
LP
LGL Partners
Pennsylvania
-$88.8M
3
Morgan Stanley
Morgan Stanley
New York
-$52.6M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$51.6M
5
MIS
Morningstar Investment Services
Illinois
-$40.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
926
Osterweis Capital Management
California
$195K – – –
GWANC
927
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K +$2.32K +120 +1%
DFC
928
DB Fitzpatrick & Co
Idaho
$168K -$697 -36 -0.4%
SIC
929
SJS Investment Consulting
Ohio
$168K – – –
SSB
930
Sandy Spring Bank
Maryland
$164K +$116 +6 +0.1%
TWP
931
TFO Wealth Partners
Ohio
$163K – – –
SPIA
932
Steward Partners Investment Advisory
New York
$158K +$19.2K +990 +15%
WIA
933
Wetzel Investment Advisors
Indiana
$151K – – –
BF
934
BOK Financial
Oklahoma
$150K – – –
FF
935
Friedenthal Financial
New Jersey
$149K -$11.8K -612 -8%
RCM
936
Richardson Capital Management
Wisconsin
$147K +$9.75K +504 +8%
SS
937
Sunbelt Securities
Texas
$141K – – –
PFSC
938
Peoples Financial Services Corp
Pennsylvania
$140K – – –
BFO
939
Biltmore Family Office
North Carolina
$137K – – –
PCFFS
940
Pacific Center for Financial Services
California
$136K +$755 +39 +0.6%
TF
941
Tompkins Financial
New York
$133K – – –
PCA
942
Providence Capital Advisors
North Carolina
$122K -$75.5K -3,900 -39%
WIC
943
Woodmont Investment Counsel
Tennessee
$122K +$116K +5,988 New
CCP
944
Clarkston Capital Partners
Michigan
$119K -$46.2K -2,388 -29%
HPC
945
HM Payson & Co
Maine
$118K – – –
HPIA
946
Hamilton Point Investment Advisors
North Carolina
$114K – – –
IRC
947
Investors Research Corp
Georgia
$108K – – –
CT
948
Colonial Trust
South Carolina
$108K +$103K +5,304 New
PCM
949
Perritt Capital Management
Illinois
$107K +$2.5K +129 +3%
RF
950
Robinswood Financial
Washington
$103K -$54.4K -2,811 -36%
36 37
38
39 40

SCHB Hedge Fund Activity: Q1 2024 in Review

1,072 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2024, worth a combined $9.29B — up 6.3% from $8.74B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new SCHB positions and 44 closed out — a net gain of 50 holders — while 398 added to existing stakes and 401 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $34.9M. The largest seller was FFT Wealth Management, cutting an estimated $89.2M.

  • 1,072 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2024, up from 1,034 in Q4 2023.
  • Funds reported $9.29B of Schwab US Broad Market ETF stock for Q1 2024, up 6.3% quarter-over-quarter.
  • 94 funds opened new Schwab US Broad Market ETF positions in Q1 2024 and 44 closed out, a net change of +50 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2024 was Mercer Global Advisors, an estimated $34.9M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2024 was FFT Wealth Management, an estimated $89.2M sold.

Based on aggregated 13F filings for Q1 2024.