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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 %
KWA
451
Kingswood Wealth Advisors
California
$1.62M +$335K +15,114 +26%
EM
452
ELCO Management
New York
$1.62M +$316K +14,250 +24%
EAM
453
Everstar Asset Management
North Carolina
$1.62M +$1.62M +72,978 New
KPWS
454
Kestra Private Wealth Services
Texas
$1.61M +$249K +11,244 +18%
NDSI
455
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M +$1.1M +146,631 +216%
AAS
456
Avantax Advisory Services
Texas
$1.6M +$69.2K +3,123 +5%
FG
457
Fiduciary Group
Georgia
$1.58M -$872K -39,306 -36%
SHWM
458
Smith & Howard Wealth Management
Georgia
$1.56M – – –
GWM
459
Guardian Wealth Management
Illinois
$1.54M -$48.7K -2,196 -3%
SAM
460
S.A. Mason
Michigan
$1.54M +$665 +30 +0%
US Bancorp
461
US Bancorp
Minnesota
$1.53M -$113K -5,103 -7%
FWA
462
FSM Wealth Advisors
Ohio
$1.53M +$452K +20,379 +42%
NHC
463
Nicholas Hoffman & Company
Georgia
$1.5M -$72.9K -3,288 -5%
PCWA
464
Pacific Capital Wealth Advisors
California
$1.5M -$126K -5,676 -8%
RWM
465
Ritholtz Wealth Management
New York
$1.5M -$4.39K -198 -0.3%
SRCM
466
Signature Resources Capital Management
California
$1.49M -$47.2K -2,127 -3%
CA
467
CoreCap Advisors
Michigan
$1.49M +$1.49M +67,191 New
BWL
468
Bogart Wealth LLC
Virginia
$1.48M -$74.2K -3,348 -5%
SF
469
Summit Financial
New Jersey
$1.48M +$1.05M +47,262 +243%
BDWCC
470
B&D White Capital Company
Texas
$1.46M +$118K +5,343 +9%
WIC
471
Whitegate Investment Counselors
New Hampshire
$1.45M +$1.19M +53,850 +469%
IAN
472
Integrated Advisors Network
Texas
$1.44M +$8.65K +390 +0.6%
FWM
473
Fonville Wealth Management
Virginia
$1.44M -$56.5K -2,550 -4%
PIM
474
Penobscot Investment Management
Massachusetts
$1.42M -$33.3K -1,500 -2%
CAM
475
Clark Asset Management
New Hampshire
$1.41M +$636K +28,683 +82%
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