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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
CCA
926
Clarity Capital Advisors
Florida
$210K – – –
BFWM
927
Bright Futures Wealth Management
New York
$210K +$608 +30 +0.3%
CW
928
CreativeOne Wealth
Kansas
$209K -$122K -6,024 -38%
QWM
929
Quadcap Wealth Management
Texas
$208K -$61 -3 -0%
KWM
930
Kingsview Wealth Management
Oregon
$208K -$547 -27 -0.3%
SCI
931
Silver Coast Investments
United States
$206K -$6.87K -339 -3%
DSA
932
Droms Strauss Advisors
Missouri
$204K +$198K +9,759 New
SSW
933
Stone Summit Wealth
Florida
$203K +$197K +9,702 New
4WM
934
49 Wealth Management
Texas
$203K +$196K +9,663 New
1CP
935
17 Capital Partners
Arizona
$202K +$196K +9,654 New
QCMNJ
936
Quantum Capital Management (New Jersey)
New Jersey
$201K -$55.6K -2,742 -22%
GWANC
937
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$547 +27 +0.3%
BTI
938
Blue Trust Inc
Georgia
$197K – – –
DFC
939
DB Fitzpatrick & Co
Idaho
$178K +$4.8K +237 +3%
SIC
940
SJS Investment Consulting
Ohio
$173K – – –
RF
941
Robinswood Financial
Washington
$162K +$54.2K +2,673 +53%
SPIA
942
Steward Partners Investment Advisory
New York
$162K – – –
TCOV
943
Trust Company of Vermont
Vermont
$160K +$81K +3,996 +110%
WIA
944
Wetzel Investment Advisors
Indiana
$159K – – –
HCM
945
Hollencrest Capital Management
California
$158K +$105K +5,184 +218%
BF
946
BOK Financial
Oklahoma
$155K – – –
RCM
947
Richardson Capital Management
Wisconsin
$151K – – –
T
948
Tidemark
California
$149K +$130K +6,435 +988%
EWA
949
EverSource Wealth Advisors
Alabama
$148K +$106K +5,256 +314%
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$145K – – –
36 37
38
39 40

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.