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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 %
PIP
476
Peachtree Investment Partners
Florida
$1.41M +$4.72K +213 +0.3%
APP
477
Avantax Planning Partners
Iowa
$1.4M -$75.6K -3,411 -5%
SCA
478
STALEY CAPITAL ADVISERS
Pennsylvania
$1.37M -$69.6K -3,138 -5%
DI
479
Disciplined Investments
Oklahoma
$1.37M – – –
CA
480
Continuum Advisory
Idaho
$1.36M +$909K +118,407 +201%
NCM
481
Northwest Capital Management
Oregon
$1.35M – – –
PP
482
PDS Planning
Ohio
$1.34M +$992K +44,739 +282%
GJIA
483
Glass Jacobson Investment Advisors
Maryland
$1.34M +$212K +9,546 +19%
WA
484
Wealth Architects
California
$1.33M +$1.26K +57 +0.1%
CRC
485
Curi RMB Capital
Illinois
$1.32M +$10.6K +477 +0.8%
GA
486
Gateway Advisory
New Jersey
$1.31M +$67 +3 +0%
BWM
487
BNC Wealth Management
Oregon
$1.31M -$112K -5,046 -8%
B
488
Bailard
California
$1.31M +$1.33K +60 +0.1%
KeyBank National Association
489
KeyBank National Association
Ohio
$1.31M – – –
CTA
490
Chesley Taft & Associates
Illinois
$1.3M +$83K +3,741 +7%
FWI
491
Facet Wealth Inc
Maryland
$1.3M +$900K +122,100 +226%
WCF
492
West Coast Financial
California
$1.29M – – –
EFM
493
Eley Financial Management
Vermont
$1.29M +$3.66K +165 +0.3%
CA
494
Callahan Advisors
Texas
$1.29M +$81.2K +3,660 +7%
PWS
495
Physician Wealth Solutions
Nevada
$1.28M +$902K +120,672 +242%
CNFG
496
Creegan & Nassoura Financial Group
New Hampshire
$1.27M – – –
EWM
497
Evermay Wealth Management
Virginia
$1.26M -$10K -453 -0.8%
FWP
498
Firethorn Wealth Partners
Georgia
$1.26M +$70K +3,159 +6%
Bank of Montreal
499
Bank of Montreal
Ontario, Canada
$1.25M +$504K +22,812 +67%
HF
500
HRT Financial
New York
$1.24M +$650K +29,343 +110%
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