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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$281M |
| 2 |
AI
Accredited Investors
Edina,
Minnesota
|
+$35M |
| 3 |
S
Sunpointe
St. Louis,
Missouri
|
+$25.1M |
| 4 |
TFF
The Family Firm
Bethesda,
Maryland
|
+$17.6M |
| 5 |
Goldman Sachs
New York
|
+$16.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$53M |
| 2 |
Wealthfront Advisers
Palo Alto,
California
|
-$44.2M |
| 3 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
-$16M |
| 4 |
JP Morgan Chase
New York
|
-$13.6M |
| 5 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$13.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1126
First Manhattan
New York
| – | -$14.5K | -639 | Closed |
|
|
SL
1127
Salomon & Ludwin
Richmond,
Virginia
| – | -$12.2K | -600 | Closed |
|
|
NRC
1128
New Republic Capital
Charlotte,
North Carolina
| – | -$9.77K | -480 | Closed |
|
|
MIM
1129
MTM Investment Management
Spartanburg,
South Carolina
| – | -$8.18K | -402 | Closed |
|
|
PCM
1130
Penserra Capital Management
Orinda,
California
| – | -$7K | -381 | Closed |
|
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.