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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
CTA
1076
Colonial Trust Advisors
South Carolina
$6.92K – – –
BMC
1077
Bear Mountain Capital
Washington
$6.39K +$6.02K +282 +49%
AA
1078
Addison Advisors
Vermont
$6.12K – – –
IBOK
1079
Independence Bank of Kentucky
Kentucky
$5.85K +$5.64K +264 New
CJH
1080
Christopher J. Hasenberg
Wisconsin
$5.84K – – –
EW
1081
Element Wealth
Mississippi
$5.7K +$833 +39 +18%
SMA
1082
Sage Mountain Advisors
Georgia
$4.72K – – –
DAM
1083
Delta Asset Management
Tennessee
$4.46K – – –
BBHC
1084
Brown Brothers Harriman & Co
New York
$3.99K – – –
RP
1085
Rice Partnership
Hawaii
$3.64K – – –
NC
1086
NewSquare Capital
Pennsylvania
$3.33K – – –
NB
1087
NBT Bank
New York
$2.83K – – –
FGC
1088
Financial Gravity Companies
Texas
$2.73K +$2.63K +123 New
HCP
1089
Hexagon Capital Partners
Arkansas
$2.68K -$64 -3 -2%
SFCL
1090
Strengthening Families & Communities LLC
Massachusetts
$2.01K – – –
KHC
1091
Koesten Hirschmann & Crabtree
Kansas
$1.86K +$1.79K +84 New
AWM
1092
AllSquare Wealth Management
New York
$1.46K – – –
WCM
1093
Weaver Capital Management
Georgia
$666 – – –
HGA
1094
Hobbs Group Advisors
South Carolina
$665 – – –
SIS
1095
Sound Income Strategies
Florida
$665 – – –
RWA
1096
Redmont Wealth Advisors
Illinois
$439 – – –
RDFA
1097
Ritter Daniher Financial Advisory
Ohio
$400 +$256 +12 +200%
AT
1098
Arlington Trust
Alabama
$399 – – –
CAM
1099
Clio Asset Management
Virginia
$333 +$320 +15 New
AIM
1100
Aurora Investment Managers
Florida
$277 -$1.02K -48 -0.4%
42 43
44
45 46

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.