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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
+$21.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$20.4M
4
WWM
WT Wealth Management
Arizona
+$18.5M
5
IAS
IMA Advisory Services
Colorado
+$18.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$307M
2
Wealthfront Advisers
Wealthfront Advisers
California
-$37.9M
3
S
Sunpointe
Missouri
-$26.1M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$23M
5
HP
HT Partners
Connecticut
-$15.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
326
Pineridge Advisors
Missouri
$3.21M +$39.9K +1,800 +1%
CIG
327
CHB Investment Group
Pennsylvania
$3.2M +$3.2M +144,297 New
RFA
328
RTD Financial Advisors
Pennsylvania
$3.2M -$53.5K -2,412 -2%
CAG
329
Csenge Advisory Group
Florida
$3.19M +$2.12M +283,326 +198%
OCM
330
Osterweis Capital Management
California
$3.16M -$3.02M – –
GRP
331
Global Retirement Partners
California
$3.12M +$210K +9,492 +7%
LRPA
332
L. Roy Papp & Associates
Arizona
$3.12M +$111K +5,019 +4%
JWBC
333
John W. Brooker & Co
California
$3.11M -$2.59K -117 -0.1%
CA
334
Cambridge Advisors
Nebraska
$3.08M -$82.1K -3,702 -3%
PPP
335
Private Portfolio Partners
New Jersey
$3.06M +$3.06M +138,213 New
S
336
Sachetta
Massachusetts
$3.06M +$326K +14,715 +12%
LIG
337
Lokken Investment Group
Delaware
$2.98M +$238K +10,728 +9%
DFA
338
DHJJ Financial Advisors
Illinois
$2.96M -$47.6K -2,148 -2%
FD
339
Financial Designs
California
$2.93M -$166K -7,491 -5%
AF
340
Allworth Financial
California
$2.9M -$327K -14,736 -10%
CMBA
341
C.M. Bidwell & Associates
Hawaii
$2.86M -$722K -32,568 -20%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$2.86M -$17.6K -792 -0.6%
RW
343
RVW Wealth
California
$2.85M +$2.46K +111 +0.1%
FWP
344
FAS Wealth Partners
Kansas
$2.84M +$184K +8,295 +7%
DCM
345
Donaldson Capital Management
Indiana
$2.83M +$188K +8,496 +7%
SIC
346
Sigma Investment Counselors
Michigan
$2.83M +$135K +6,096 +5%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$2.83M +$457K +20,616 +19%
MAM
348
McCarthy Asset Management
California
$2.81M -$75.2K -3,393 -3%
PWMG
349
Prestige Wealth Management Group
New Jersey
$2.8M -$236K -10,641 -8%
TC
350
TAP Consulting
Missouri
$2.77M +$92.9K +4,188 +3%
12 13
14
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