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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 %
VWA
501
VERITY Wealth Advisors
United States
$1.24M – – –
SAM
502
Smithbridge Asset Management
Pennsylvania
$1.22M -$55.5K -2,502 -4%
CWM
503
Cahill Wealth Management
Michigan
$1.22M -$292K -13,161 -19%
UWPG
504
Ullmann Wealth Partners Group
Florida
$1.22M – – –
Baird Financial Group
505
Baird Financial Group
Wisconsin
$1.21M -$4.39K -198 -0.4%
GT
506
Glenmede Trust
Pennsylvania
$1.21M – – –
FNBT
507
FineMark National Bank & Trust
Florida
$1.2M +$559K +25,230 +87%
SCP
508
Shorepoint Capital Partners
Massachusetts
$1.2M -$49.6K -2,238 -4%
CPA
509
Capital Performance Advisors
California
$1.19M -$13.3K -600 -1%
MFA
510
Morling Financial Advisors
California
$1.19M -$30.5K -1,374 -2%
SCM
511
Seascape Capital Management
New Hampshire
$1.19M -$76.7K -3,462 -6%
DADC
512
D.A. Davidson & Co
Montana
$1.18M +$7.72K +348 +0.7%
SSWM
513
Smith Salley Wealth Management
North Carolina
$1.18M – – –
P
514
&Partners
Tennessee
$1.18M +$818K +36,906 +229%
SGWM
515
Sterling Group Wealth Management
California
$1.17M +$7.45K +336 +0.6%
EGWAG
516
Elwood & Goetz Wealth Advisory Group
Georgia
$1.17M -$153K -6,888 -12%
BJL
517
Brighton Jones LLC
Washington
$1.16M -$4.21M -189,921 -78%
CCM
518
Chilton Capital Management
Texas
$1.15M +$9.11K +411 +0.8%
BAM
519
Belpointe Asset Management
Nevada
$1.14M -$3.33K -150 -0.3%
MMA
520
Miracle Mile Advisors
California
$1.14M -$4.06K -183 -0.4%
DWM
521
Diversify Wealth Management
Utah
$1.14M +$701K +94,176 +161%
AWA
522
Acorn Wealth Advisors
Michigan
$1.13M -$309K -13,932 -21%
GSAM
523
Grant Street Asset Management
Pennsylvania
$1.12M -$55.8K -2,517 -5%
GWA
524
GGM Wealth Advisors
Maryland
$1.11M -$2.59K -117 -0.2%
STA
525
Summit Trail Advisors
New York
$1.11M +$133 +6 +0%
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