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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.

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
1.9%
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
1
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
2
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$30.9M
4
WWM
4
WT Wealth Management
Arizona
$28M
5
IAS
5
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
S
3
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
5
HT Partners
Connecticut
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
26
Ballentine Partners
Massachusetts
$71M -$887K -39,996 -1%
Morgan Stanley
27
Morgan Stanley
New York
$70M -$1.42M -64,071 -2%
SFG
28
Socha Financial Group
New York
$68.7M +$1.4M +63,024 +2%
HSA
29
HBK Sorce Advisory
Pennsylvania
$68.1M -$699K -31,506 -1%
Bank of America
30
Bank of America
North Carolina
$67.8M +$1.7M +76,878 +3%
CWM
31
Circle Wealth Management
New Jersey
$67.2M -$975K -43,962 -1%
NSAM
32
North Star Asset Management
Wisconsin
$65M +$694K +31,287 +1%
AAIM
33
Asset Advisors Investment Management
Georgia
$64.2M -$106K -4,785 -0.2%
Brown Advisory
34
Brown Advisory
Maryland
$62.2M -$53.5K -2,412 -0.1%
CCWA
35
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.9M -$666K -30,030 -1%
AP
36
Agilis Partners
Massachusetts
$58.7M -$134K -6,054 -0.2%
DLCIG
37
D.L. Carlson Investment Group
New Hampshire
$57.9M +$2.38M +107,226 +4%
CFGSD
38
Compass Financial Group (South Dakota)
South Dakota
$56.1M +$5.45M +245,721 +11%
MIS
39
Morningstar Investment Services
Illinois
$55.1M +$3.14M +142,278 +6%
CAG
40
Compass Advisory Group
New York
$54.4M +$4.97M +224,124 +10%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$51.8M +$513K +23,145 +1%
LFS
42
Legacy Financial Strategies
Kansas
$51M +$9.71M +437,913 +24%
SFG
43
SNS Financial Group
Minnesota
$50.1M -$1.42M -64,257 -3%
CG
44
Caprock Group
Idaho
$49.5M -$2.38M -107,160 -5%
M
45
MYeCFO
California
$49.3M -$955K -43,053 -2%
Creative Planning
46
Creative Planning
Kansas
$45.5M +$315K +14,202 +0.7%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$45M -$2.75M -123,963 -6%
LPL Financial
48
LPL Financial
California
$44M +$1.42M +63,852 +3%
WA
49
WBH Advisory
Maryland
$43.7M +$1.27M +57,348 +3%
OIA
50
OneDigital Investment Advisors
Kansas
$42.2M +$2.18M +98,139 +5%
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