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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
CCA
926
Clarity Capital Advisors
Florida
$224K +$1.34K +63 +0.6%
BPWM
927
Badgley Phelps Wealth Managers
Washington
$223K – – –
RP
928
Riverwater Partners
Wisconsin
$222K – – –
TWM
929
Trevian Wealth Management
Massachusetts
$222K +$214K +10,023 New
AIA
930
Armor Investment Advisors
North Carolina
$222K -$8.01K -375 -4%
CW
931
CreativeOne Wealth
Kansas
$221K -$705 -33 -0.3%
Qube Research & Technologies (QRT)
932
Qube Research & Technologies (QRT)
United Kingdom
$219K -$248K -11,637 -54%
DSA
933
Droms Strauss Advisors
Missouri
$218K +$1.54K +72 +0.7%
SAM
934
SignalPoint Asset Management
Missouri
$217K +$210K +9,846 New
AWM
935
Aprio Wealth Management
Georgia
$217K +$209K +9,798 New
SCI
936
Silver Coast Investments
United States
$217K -$1.15K -54 -0.5%
SXL
937
Summit X LLC
Missouri
$215K -$212K -9,930 -49%
SSW
938
Stone Summit Wealth
Florida
$215K – – –
KL
939
KilterHowling LLC
Colorado
$212K +$205K +9,579 New
GWANC
940
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$1.28K +60 +0.6%
SFP
941
Sterling Financial Planning
New Jersey
$212K +$204K +9,549 New
MFT
942
Moisand Fitzgerald Tamayo
Florida
$211K -$11.4K -534 -5%
WCP
943
Wick Capital Partners
Pennsylvania
$207K +$200K +9,354 New
JBA
944
Johnson Bixby & Associates
Washington
$207K +$199K +9,330 New
AWAG
945
ARS Wealth Advisors Group
Florida
$206K +$198K +9,285 New
GCM
946
Glaxis Capital Management
Florida
$205K +$197K +9,228 New
SLA
947
Silver Lake Advisory
Utah
$205K +$197K +9,225 New
HSWM
948
Hubbell Strickland Wealth Management
Louisiana
$204K +$197K +9,204 New
SIC
949
SJS Investment Consulting
Ohio
$204K +$20K +936 +11%
JWM
950
Jackson Wealth Management
Florida
$204K +$196K +9,183 New
36 37
38
39 40

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.