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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 %
CTWM
351
Cherry Tree Wealth Management
Minnesota
$2.76M +$20K +900 +0.7%
MG
352
Mather Group
Illinois
$2.76M -$179K -8,052 -6%
ZIC
353
ZWJ Investment Counsel
Georgia
$2.75M -$29.5K -1,332 -1%
KBFS
354
Kohmann Bosshard Financial Services
Ohio
$2.71M -$82.1K -3,702 -3%
SIC
355
Salem Investment Counselors
North Carolina
$2.7M +$3.33K +150 +0.1%
RTL
356
Red Tortoise LLC
Georgia
$2.69M +$134K +6,030 +5%
PCMC
357
Private Capital Management (Colorado)
Colorado
$2.68M -$16.8K -756 -0.6%
FC
358
Financial Consulate
Maryland
$2.67M +$33.3K +1,503 +1%
IAA
359
Independent Advisor Alliance
North Carolina
$2.67M -$1.37M -61,716 -34%
CAM
360
Carret Asset Management
New York
$2.67M +$101K +4,545 +4%
FFA
361
Farther Finance Advisors
California
$2.66M +$544K +24,531 +26%
EWP
362
Elevation Wealth Partners
California
$2.65M +$4.26K +192 +0.2%
SMC
363
Smith, Moore & Co
Missouri
$2.62M -$15.8K -711 -0.6%
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$2.62M +$628K +28,326 +32%
EE
365
EWG Elevate
California
$2.61M -$7.23M -325,854 -73%
SOS
366
Silver Oak Securities
Tennessee
$2.52M +$1.88M +84,960 +293%
BCM
367
Boltwood Capital Management
California
$2.51M -$427K -19,266 -15%
FMP
368
Financial Management Professionals
Texas
$2.5M -$347K -15,666 -12%
MAV
369
Mason & Associates (Virginia)
Virginia
$2.5M -$44.8K -2,022 -2%
EFP
370
Elser Financial Planning
Indiana
$2.48M -$126K -5,670 -5%
LCC
371
Lincoln Capital Corp
Rhode Island
$2.47M +$25.6K +1,155 +1%
LSAG
372
Lake Street Advisors Group
New Hampshire
$2.43M – – –
RWP
373
RWA Wealth Partners
Massachusetts
$2.42M -$67.9K -3,060 -3%
PS
374
Planned Solutions
California
$2.42M +$259K +11,694 +12%
WWM
375
Western Wealth Management
Colorado
$2.41M +$808K +36,447 +50%
13 14
15
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