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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 %
NRI
376
NFP Retirement Inc
California
$2.39M -$126K -5,679 -5%
GWWM
377
Great Waters Wealth Management
Minnesota
$2.38M -$52.8K -2,379 -2%
VAF
378
Values Added Financial
District of Columbia
$2.37M -$34.5K -1,554 -1%
JHCP
379
Jackson Hole Capital Partners
Oklahoma
$2.37M +$333 +15 +0%
TIAA Trust, National Association
380
TIAA Trust, National Association
North Carolina
$2.36M -$61.7K -2,781 -3%
WPA
381
West Paces Advisors
Georgia
$2.35M -$41.2K -1,860 -2%
OCM
382
One Capital Management
California
$2.35M +$150K +6,783 +7%
AIM
383
AMI Investment Management
Indiana
$2.33M -$65.3K -2,946 -3%
PWM
384
Perigon Wealth Management
California
$2.29M -$670K -30,225 -23%
AFP
385
Ausdal Financial Partners
Iowa
$2.28M -$80.4K -3,624 -3%
CAI
386
Capital Advisors Inc
Oklahoma
$2.25M -$23.9K -1,077 -1%
JIR
387
James Investment Research
Ohio
$2.24M +$69.5K +3,135 +3%
BIA
388
Bigelow Investment Advisors
Maine
$2.23M -$151K -6,819 -6%
SA
389
Skyline Advisors
Washington
$2.23M +$466 +21 +0%
EL
390
Essex LLC
Illinois
$2.23M -$2.13K -96 -0.1%
FG
391
Foster Group
Iowa
$2.22M +$36.8K +1,659 +2%
WWC
392
Waypoint Wealth Counsel
Georgia
$2.21M +$41.4K +1,869 +2%
AMG
393
Asset Management Group
Connecticut
$2.2M +$39.1K +1,764 +2%
TSWM
394
Triangle Securities Wealth Management
North Carolina
$2.2M -$52.4K -2,364 -2%
MPM
395
Meritage Portfolio Management
Kansas
$2.17M +$637K +28,710 +41%
SWM
396
Segment Wealth Management
Texas
$2.16M -$51.6K -2,328 -2%
YIA
397
YHB Investment Advisors
Connecticut
$2.16M -$7.78K -351 -0.4%
KNFPWM
398
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.15M -$98.7K -4,452 -4%
WOSD
399
WFA of San Diego
California
$2.15M -$91.4K -4,122 -4%
MWM
400
Modera Wealth Management
New Jersey
$2.1M +$1.2K +54 +0.1%
14 15
16
17 18