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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,075 hedge funds and large institutions have $9.62B invested in Schwab US Broad Market ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 341 increasing their positions, 402 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
15.64%
Holding in Top 10
132
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.45%
% of All Funds
1.92%
New
70
Increased
341
Reduced
402
Closed
46
Calls
$37.2M
Puts
$18M
Net Calls
+$19.3M
Net Calls Change
-$4.96M

Top Buyers

1
AI
1
Accredited Investors
Minnesota
$101M
2
S
2
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.3M
4
SG
4
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.33B
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
FSA
5
Financial Services Advisory
Maryland
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$67.5M +$9.11M +434,487 +16%
HSA
27
HBK Sorce Advisory
Pennsylvania
$65M -$177K -8,448 -0.3%
CWM
28
Circle Wealth Management
New Jersey
$64.5M -$62.7K -2,991 -0.1%
SFG
29
Socha Financial Group
New York
$63.6M +$1.19M +56,973 +2%
Bank of America
30
Bank of America
North Carolina
$62.4M -$4.76M -227,046 -7%
NSAM
31
North Star Asset Management
Wisconsin
$60.8M +$41.1K +1,962 +0.1%
AAIM
32
Asset Advisors Investment Management
Georgia
$60.8M -$3.57M -170,196 -6%
CCWA
33
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$59.1M +$264K +12,606 +0.4%
Brown Advisory
34
Brown Advisory
Maryland
$58.8M +$6.28M +299,649 +12%
AP
35
Agilis Partners
Massachusetts
$55.6M -$879K -41,922 -2%
MF
36
Manchester Financial
California
$52.7M +$1.62M +77,511 +3%
DLCIG
37
D.L. Carlson Investment Group
New Hampshire
$52.4M +$2.21M +105,447 +4%
MIS
38
Morningstar Investment Services
Illinois
$49.4M +$3.76M +178,779 +8%
CG
39
Caprock Group
Idaho
$49.2M -$109K -5,202 -0.2%
SFG
40
SNS Financial Group
Minnesota
$48.8M -$319K -15,183 -0.6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$48.5M +$2.38M +113,442 +5%
CFGSD
42
Compass Financial Group (South Dakota)
South Dakota
$47.9M +$6.66M +317,973 +16%
M
43
MYeCFO
California
$47.5M +$145K +6,900 +0.3%
CAG
44
Compass Advisory Group
New York
$46.9M +$536K +25,506 +1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$45.1M -$11.1M -527,424 -20%
MAG
46
Members Advisory Group
New York
$44.5M -$741K -35,343 -2%
Creative Planning
47
Creative Planning
Kansas
$42.7M +$863K +41,193 +2%
LPL Financial
48
LPL Financial
California
$40.3M -$624K -29,775 -2%
WA
49
WBH Advisory
Maryland
$40.1M +$2.35M +112,074 +6%
LFS
50
Legacy Financial Strategies
Kansas
$39.4M +$1.55M +73,029 +4%
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