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Schwab US Broad Market ETF

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: 1,0341,072 (+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: 125124 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1076
AlphaCore Capital
California
-$6.19M -333,813 Closed
MWM
1077
Meridian Wealth Management
Kentucky
-$6.17M -332,700 Closed
Renaissance Technologies
1078
Renaissance Technologies
New York
-$2.15M -116,100 Closed
ECML
1079
Eagle Capital Management (Louisiana)
Louisiana
-$1.8M -97,176 Closed
SAG
1080
SageView Advisory Group
California
-$1.38M -72,351 Closed
AFAS
1081
Acorn Financial Advisory Services
Virginia
-$1.19M -65,385 Closed
GL
1082
Graypoint LLC
New York
-$953K -51,360 Closed
VHAM
1083
Van Hulzen Asset Management
California
-$762K -41,046 Closed
ARC
1084
Advisor Resource Council
Texas
-$720K -38,796 Closed
WCM
1085
Winthrop Capital Management
Indiana
-$673K -36,243 Closed
TI
1086
Trexquant Investment
Connecticut
-$567K -30,537 Closed
SGWM
1087
Sterling Group Wealth Management
California
-$565K -30,435 Closed
CCM
1088
Carlson Capital Management
Minnesota
-$474K -25,566 Closed
CAP
1089
Columbia Advisory Partners
Washington
-$430K -23,157 Closed
ACM
1090
AlphaStar Capital Management
North Carolina
-$413K -22,278 Closed
MAWA
1091
Moss Adams Wealth Advisors
Washington
-$390K -21,003 Closed
Millennium Management
1092
Millennium Management
New York
-$383K -20,637 Closed
PCM
1093
Pennsylvania Capital Management
Pennsylvania
-$257K -13,836 Closed
GBWM
1094
Granite Bay Wealth Management
New Hampshire
-$228K -13,230 Closed
HF
1095
HRT Financial
New York
-$236K -12,741 Closed
CST
1096
Charles Schwab Trust
Nevada
-$233K -12,570 Closed
SM
1097
Sensible Money
Arizona
-$229K -12,336 Closed
PPA
1098
Painted Porch Advisors
California
-$219K -11,778 Closed
CIM
1099
Chapman Investment Management
California
-$218K -11,745 Closed
CCM
1100
Condor Capital Management
New Jersey
-$209K -11,235 Closed

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.