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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$34.9M |
| 2 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$18.5M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$13.8M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$13.2M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
+$10.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWM
FFT Wealth Management
Philadelphia,
Pennsylvania
|
-$89.2M |
| 2 |
LP
LGL Partners
Philadelphia,
Pennsylvania
|
-$88.8M |
| 3 |
Morgan Stanley
New York
|
-$52.6M |
| 4 |
Wealthfront Advisers
Palo Alto,
California
|
-$51.6M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$40.7M |
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.