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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,093 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, 450 increasing their positions, 389 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.81%
Holding in Top 10
131
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.76%
% of All Funds
1.89%
New
71
Increased
450
Reduced
389
Closed
40
Calls
$32.6M
Puts
$19.7M
Net Calls
+$12.9M
Net Calls Change
-$6.41M

Top Buyers

1
CMAI
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.9M
4
WWM
WT Wealth Management
Arizona
$28M
5
IAS
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.37B
3
S
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
HT Partners
Connecticut
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
WFA
226
Wade Financial Advisory
California
$5.88M +$466 +21 +0%
MPI
227
Mairs & Power Inc
Minnesota
$5.79M -$51.2K -2,310 -0.9%
AQR Capital Management
228
AQR Capital Management
Connecticut
$5.79M +$86.5K +3,900 +2%
BA
229
Brightwater Advisory
Florida
$5.77M -$60.9K -2,748 -1%
SFWC
230
Strategic Family Wealth Counselors
New Jersey
$5.65M +$38.6K +1,740 +0.7%
PA
231
PFG Advisors
Arizona
$5.64M +$47.2K +2,130 +0.8%
CPA
232
Cardiff Park Advisors
California
$5.61M +$36.4K +1,641 +0.7%
MCM
233
MAI Capital Management
Ohio
$5.59M +$101K +4,554 +2%
CP
234
Creekside Partners
California
$5.55M +$60.1K +2,709 +1%
Northern Trust
235
Northern Trust
Illinois
$5.52M -$47.6K -2,145 -0.9%
SWM
236
SeaCrest Wealth Management
New York
$5.51M +$195K +8,811 +4%
Chevy Chase Trust
237
Chevy Chase Trust
Maryland
$5.48M – – –
WCM
238
Whitener Capital Management
North Carolina
$5.48M -$136K -6,156 -2%
William Blair & Company
239
William Blair & Company
Illinois
$5.42M +$1.37M +61,842 +34%
RDWM
240
Red Door Wealth Management
Tennessee
$5.42M +$21.5K +969 +0.4%
GAM
241
Garrison Asset Management
Arkansas
$5.37M -$174K -7,848 -3%
BFPW
242
BOK Financial Private Wealth
Colorado
$5.36M -$6.52K -294 -0.1%
RSWM
243
Robertson Stephens Wealth Management
California
$5.36M +$560K +25,239 +12%
QCG
244
Quadrant Capital Group
Ohio
$5.27M +$517K +23,313 +11%
SWRP
245
Summit Wealth & Retirement Planning
California
$5.23M +$26.2K +1,182 +0.5%
KIA
246
KCM Investment Advisors
California
$5.16M +$1.8K +81 +0%
PIM
247
Pullen Investment Management
Florida
$5.12M -$9.85K -444 -0.2%
FF
248
Farnam Financial
Arizona
$5.11M +$5.11M +230,463 New
MA
249
Mutual Advisors
Nebraska
$5.08M +$3.39M +455,103 +202%
WFP
250
Wrenne Financial Planning
Kentucky
$5.06M +$184K +8,304 +4%
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10
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