Schwab US Broad Market ETF
SCHB
1,100 hedge funds and large institutions have $10.3B invested in Schwab US Broad Market ETF in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 454 increasing their positions, 391 reducing their positions, and 40 closing their positions.
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
16% more repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 391
7% more capital invested
Capital invested by funds: $9.63B → $10.3B (+$628M)
2.61% more ownership
Funds ownership: 98.79% → 101.4% (+2.6%)
2% more funds holding
Funds holding: 1,082 → 1,100 (+18)
1% less funds holding in top 10
Funds holding in top 10: 131 → 130 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
+$59.4M |
| 2 |
WWM
WT Wealth Management
Scottsdale,
Arizona
|
+$52.4M |
| 3 |
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
|
+$36.9M |
| 4 |
CMAI
Capital Management Associates Inc
Minneapolis,
Minnesota
|
+$36.2M |
| 5 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealthfront Advisers
Palo Alto,
California
|
-$36.5M |
| 2 |
S
Sunpointe
St. Louis,
Missouri
|
-$26.1M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$22.1M |
| 4 |
HP
HT Partners
Centerbrook,
Connecticut
|
-$15.3M |
| 5 |
MAG
Members Advisory Group
Williamsville,
New York
|
-$14.1M |
SCHB Hedge Fund Activity: Q3 2024 in Review
1,100 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2024, worth a combined $10.3B — up 6.5% from $9.63B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new SCHB positions and 40 closed out — a net gain of 31 holders — while 454 added to existing stakes and 391 trimmed.
The largest buyer was Mercer Global Advisors, adding an estimated $59.4M. The largest seller was Wealthfront Advisers, cutting an estimated $36.5M.
- 1,100 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2024, up from 1,082 in Q2 2024.
- Funds reported $10.3B 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 Wealthfront Advisers, an estimated $36.5M sold.
Based on aggregated 13F filings for Q3 2024.