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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 %
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$4.38M -$310K -14,001 -7%
OCG
277
Opus Capital Group
Ohio
$4.38M -$71.4K -3,219 -2%
VVP
278
Venture Visionary Partners
Ohio
$4.37M -$36.3K -1,638 -0.8%
SOAG
279
Silver Oak Advisory Group
Oregon
$4.29M -$23.5K -1,062 -0.5%
FPAS
280
Focus Partners Advisor Solutions
Missouri
$4.29M -$104K -4,674 -2%
BAM
281
Berkshire Asset Management
Pennsylvania
$4.21M – – –
CPA
282
Clear Point Advisors
New York
$4.18M -$60.9K -2,745 -1%
PFA
283
Pinnacle Family Advisors
Missouri
$4.14M -$264K -11,916 -6%
CI
284
Cordant Inc
Oregon
$4.13M -$212K -9,573 -5%
ADL
285
Asset Dedication LLC
California
$4.12M -$153K -6,915 -4%
LIWM
286
Long Island Wealth Management
New York
$4.1M +$1.93K +87 +0%
CAM
287
Cozad Asset Management
Illinois
$4.09M +$13.6K +612 +0.3%
ACA
288
Aspire Capital Advisors
Washington
$4.09M -$2.53K -114 -0.1%
CIA
289
Compass Ion Advisors
Pennsylvania
$4.08M +$21.4K +963 +0.5%
BWM
290
Benchmark Wealth Management
Connecticut
$4.07M +$220K +9,939 +6%
RW
291
REDW Wealth
New Mexico
$4.05M -$20.6K -927 -0.5%
KJWM
292
Kiley Juergens Wealth Management
Washington
$3.97M +$16.8K +756 +0.4%
CAG
293
Crestwood Advisors Group
Massachusetts
$3.97M +$44.8K +2,019 +1%
Koshinski Asset Management
294
Koshinski Asset Management
Illinois
$3.92M -$57.5K -2,592 -1%
Financial Engines Advisors
295
Financial Engines Advisors
California
$3.9M +$581K +31,404 +18%
PA
296
Planning Alternatives
Michigan
$3.86M -$12K -540 -0.3%
HCMT
297
Highland Capital Management (Tennessee)
Tennessee
$3.83M -$1.46K -66 -0%
AAP
298
Arax Advisory Partners
Colorado
$3.8M -$32.5K -1,467 -0.8%
IWMA
299
Ironwood Wealth Management (Arizona)
Arizona
$3.8M -$69.2K -3,120 -2%
SCM
300
Spreng Capital Management
Ohio
$3.78M -$4.05M -182,493 -52%
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