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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 %
SAG
401
SageView Advisory Group
California
$2.09M -$39.8K -1,794 -2%
EWM
402
Empirical Wealth Management
Washington
$2.07M +$31.9K +1,440 +2%
CSI
403
Cross Staff Investments
New York
$2.05M +$135K +6,078 +7%
VCAM
404
Van Cleef Asset Management
Ohio
$2.05M -$50.9K -2,295 -2%
GG
405
Gleason Group
Kentucky
$2.04M +$13.5K +609 +0.7%
TIA
406
Traphagen Investment Advisors
New Jersey
$2.02M +$5.12K +231 +0.3%
SAMC
407
Spectrum Asset Management (California)
California
$2.02M -$63.5K -2,862 -3%
MAG
408
Mayfair Advisory Group
Alabama
$1.99M +$502K +22,659 +34%
AA
409
Advisory Alpha
Michigan
$1.98M -$16.4K -738 -0.8%
CA
410
CGN Advisors
Kansas
$1.97M -$760K -34,281 -28%
TYCC
411
Texas Yale Capital Corp
Florida
$1.96M – – –
OA
412
Operose Advisors
Wisconsin
$1.94M +$12.3K +555 +0.6%
WCM
413
Weik Capital Management
Pennsylvania
$1.94M -$22.9K -1,035 -1%
HIC
414
Holderness Investments Company
North Carolina
$1.92M +$296K +13,341 +18%
GWA
415
Geometric Wealth Advisors
District of Columbia
$1.91M -$84.7K -3,819 -4%
PA
416
Pinnacle Associates
New York
$1.9M +$103K +5,574 +6%
ATI
417
ARK & TLK Investments
Oklahoma
$1.9M -$2.66K -120 -0.1%
HI
418
Hendershot Investments
Virginia
$1.9M +$28.3K +1,275 +2%
AA
419
Axiom Advisory
California
$1.89M +$36.1K +1,689 +2%
MOS
420
MGO One Seven
Ohio
$1.88M +$44.4K +2,004 +2%
HR
421
Howe & Rusling
New York
$1.88M +$2.66K +120 +0.1%
AA
422
Ancora Advisors
Ohio
$1.85M +$9.11K +411 +0.5%
RPWA
423
Regent Peak Wealth Advisors
Georgia
$1.83M – – –
FNBOMD
424
First National Bank of Mount Dora
Florida
$1.82M – – –
PIA
425
Panoramic Investment Advisors
Colorado
$1.81M +$1.81M +81,585 New
15 16
17
18 19