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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,094 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, 390 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,094
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.82%
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
390
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 %
PIA
426
Panoramic Investment Advisors
Colorado
$1.81M +$1.81M +81,585 New
CI
427
CacheTech Inc
Utah
$1.8M +$105K +4,728 +6%
AWM
428
Adams Wealth Management
Utah
$1.8M +$105K +4,728 +6%
TWM
429
Thrive Wealth Management
Pennsylvania
$1.78M +$55K +2,481 +3%
BCM
430
Barden Capital Management
Texas
$1.76M +$73.6K +3,321 +4%
MML Investors Services
431
MML Investors Services
Massachusetts
$1.76M +$27.5K +1,239 +2%
Bank of New York Mellon
432
Bank of New York Mellon
New York
$1.75M -$182K -8,202 -9%
BWM
433
Blossom Wealth Management
California
$1.75M +$53.6K +2,418 +3%
BWP
434
BSW Wealth Partners
Colorado
$1.74M -$104K -4,683 -6%
EWA
435
EP Wealth Advisors
California
$1.74M +$98.6K +4,446 +6%
GCA
436
Gradient Capital Advisors
California
$1.74M +$10.1K +456 +0.6%
TWM
437
Tolleson Wealth Management
Texas
$1.73M -$103K -4,632 -6%
AL
438
Aspiriant LLC
California
$1.73M +$86.7K +3,909 +5%
EB
439
Exchange Bank
California
$1.73M – – –
MA
440
Modus Advisors
Minnesota
$1.73M +$67 +3 +0%
PFA
441
Pure Financial Advisors
California
$1.73M -$313K -14,106 -15%
ASN
442
Advisory Services Network
Georgia
$1.72M – – –
GWM
443
Gray Wealth Management
Maine
$1.71M -$55.2K -2,490 -3%
MSG
444
Main Street Group
Virginia
$1.71M -$207K -9,324 -11%
SCM
445
SOL Capital Management
Maryland
$1.68M +$39.7K +1,791 +2%
Rockefeller Capital Management
446
Rockefeller Capital Management
New York
$1.66M -$29.8K -1,344 -2%
SWM
447
Selective Wealth Management
Virginia
$1.66M – – –
OPS
448
Orion Portfolio Solutions
Nebraska
$1.64M +$428K +19,308 +35%
BCI
449
Brinker Capital Investments
Pennsylvania
$1.64M +$428K +19,308 +35%
WWP
450
Waypoint Wealth Partners
California
$1.64M – – –
16 17
18
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