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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
MIM
1051
Macroview Investment Management
Maryland
$8.43K +$1.28K +63 +19%
FFL
1052
Financial Freedom LLC
Ohio
$7.94K – – –
PPA
1053
Painted Porch Advisors
California
$7.8K +$7.54K +372 New
IGWM
1054
ICA Group Wealth Management
Colorado
$7.54K – – –
CMA
1055
Cedar Mountain Advisors
Oregon
$6.66K – – –
CTA
1056
Colonial Trust Advisors
South Carolina
$6.54K -$13.1K -648 -68%
GWP
1057
Gen-Wealth Partners
Michigan
$5.97K +$608 +30 +12%
AA
1058
Addison Advisors
Vermont
$5.79K – – –
CJH
1059
Christopher J. Hasenberg
Wisconsin
$5.53K – – –
EW
1060
Element Wealth
Mississippi
$4.6K – – –
SMA
1061
Sage Mountain Advisors
Georgia
$4.46K – – –
DAM
1062
Delta Asset Management
Tennessee
$4.19K – – –
CP
1063
Castleview Partners
Texas
$4.15K -$1.76K -87 -31%
WBC
1064
West Branch Capital
Massachusetts
$3.8K – – –
BBHC
1065
Brown Brothers Harriman & Co
New York
$3.77K – – –
HFA
1066
Hershey Financial Advisers
Pennsylvania
$3.58K +$3.46K +171 New
RP
1067
Rice Partnership
Hawaii
$3.44K – – –
NC
1068
NewSquare Capital
Pennsylvania
$3.14K – – –
NB
1069
NBT Bank
New York
$2.67K – – –
HCP
1070
Hexagon Capital Partners
Arkansas
$2.52K +$61 +3 +3%
PWMG
1071
Private Wealth Management Group
New Jersey
$2.52K – – –
SFCL
1072
Strengthening Families & Communities LLC
Massachusetts
$2K +$1.82K +90 New
AWM
1073
AllSquare Wealth Management
New York
$1.38K – – –
IC
1074
Innealta Capital
Texas
$1.26K +$1.22K +60 New
GI
1075
Gradient Investments
Minnesota
$629 – – –
41 42
43
44 45

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.