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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 %
AI
251
Axos Invest
Nevada
$5.05M +$5.05M +227,931 New
BPA
252
Beacon Pointe Advisors
California
$5.04M -$271K -12,216 -5%
SAM
253
Sawgrass Asset Management
Florida
$5.04M +$968K +43,635 +24%
CSWM
254
Cassady Schiller Wealth Management
Ohio
$5.03M -$8.91K -402 -0.2%
SFC
255
Strategic Financial Concepts
Texas
$5M -$307M -13,863,303 -98%
RRCM
256
Rappaport Reiches Capital Management
Illinois
$4.99M +$713K +32,139 +17%
AOWM
257
Alpha Omega Wealth Management
Virginia
$4.97M -$153K -6,879 -3%
FCM
258
Firestone Capital Management
Florida
$4.86M +$173K +7,800 +4%
VCM
259
Vivaldi Capital Management
Illinois
$4.86M -$77.5K -3,495 -2%
LBC
260
Lowe Brockenbrough & Co
Virginia
$4.81M +$45.4K +2,049 +1%
SP
261
Successful Portfolios
Florida
$4.81M +$27.1K +1,221 +0.6%
PAG
262
Private Advisor Group
New Jersey
$4.78M +$32.1K +1,449 +0.7%
DPI
263
Diversified Portfolios Inc
Michigan
$4.75M -$21.2K -954 -0.4%
RWM
264
RKL Wealth Management
Pennsylvania
$4.68M -$677K -30,525 -13%
SWM
265
Seed Wealth Management
Illinois
$4.65M -$126K -5,700 -3%
PA
266
Parallel Advisors
California
$4.64M +$25.3K +1,140 +0.5%
LJAC
267
L.J. Altfest & Co
New York
$4.61M -$1.56M -70,329 -25%
AWS
268
Atria Wealth Solutions
New York
$4.6M +$8.12K +366 +0.2%
IWM
269
IHT Wealth Management
Illinois
$4.6M +$1.78M +80,805 +63%
CWM
270
Chesapeake Wealth Management
Virginia
$4.56M +$12.2K +549 +0.3%
NI
271
NYL Investors
New York
$4.5M +$93.1K +4,200 +2%
IWC
272
Integrated Wealth Concepts
Massachusetts
$4.5M +$63.3K +2,856 +1%
Jones Financial Companies
273
Jones Financial Companies
Missouri
$4.47M +$1.12M +50,712 +33%
MHR
274
Matthew Hamilton Rosenberg
$4.42M +$14K +633 +0.3%
CPWM
275
Cypress Point Wealth Management
Texas
$4.4M -$70.2K -3,165 -2%
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