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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 %
NCM
301
Novare Capital Management
North Carolina
$3.77M -$71.9K -3,243 -2%
ACA
302
Atlas Capital Advisors
Wyoming
$3.73M +$124K +5,586 +3%
MA
303
MBA Advisors
Pennsylvania
$3.72M +$61.1K +2,757 +2%
AAG
304
Avalon Advisory Group
Pennsylvania
$3.7M – – –
BCM
305
Brookstone Capital Management
Illinois
$3.69M +$1.66M +75,069 +82%
GIP
306
Granite Investment Partners
California
$3.68M -$106K -4,761 -3%
TIM
307
Tortoise Investment Management
New York
$3.67M – – –
KF
308
Krilogy Financial
Missouri
$3.67M -$63.5K -2,865 -2%
NGA
309
Naples Global Advisors
Florida
$3.6M -$44.2K -1,995 -1%
RWA
310
Redhawk Wealth Advisors
Minnesota
$3.59M -$1.07M -48,285 -23%
FPCG
311
Fort Pitt Capital Group
Pennsylvania
$3.58M -$19.8K -894 -0.6%
Kovitz Investment Group Partners
312
Kovitz Investment Group Partners
Illinois
$3.55M -$19.3K -903 -0.5%
W
313
WealthCollab
Washington
$3.54M -$29.4K -1,326 -0.8%
CFS
314
CRA Financial Services
New Jersey
$3.53M -$24.1K -1,089 -0.7%
EH
315
Equitable Holdings
New York
$3.44M +$287K +12,957 +9%
TWG
316
The Wealth Group
Minnesota
$3.41M -$15K -678 -0.4%
GPFA
317
Game Plan Financial Advisors
Ohio
$3.41M +$20.6K +930 +0.6%
ISWM
318
Independent Solutions Wealth Management
New York
$3.37M -$392K -17,661 -10%
LWL
319
Leo Wealth LLC
Texas
$3.36M +$3.53K +159 +0.1%
PCMC
320
Planning Capital Management Corporation
Pennsylvania
$3.34M -$22.8K -1,026 -0.7%
SWM
321
Seaside Wealth Management
California
$3.29M -$264K -11,925 -7%
Citigroup
322
Citigroup
New York
$3.24M +$2.43M +109,617 +301%
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$3.24M +$154K +6,939 +5%
S
324
SignatureFD
Georgia
$3.23M +$22.2K +1,002 +0.7%
CL
325
Choreo LLC
Illinois
$3.22M -$11.5K -522 -0.4%
11 12
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