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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 %
DOA
526
D'Orazio & Associates
Virginia
$1.1M +$5.26K +237 +0.5%
HIP
527
HUB Investment Partners
Texas
$1.1M +$6.79K +306 +0.6%
AWE
528
Avidian Wealth Enterprises
Texas
$1.1M +$5.72K +258 +0.5%
DI
529
Diligent Investors
California
$1.1M -$2.73K -123 -0.2%
WIA
530
World Investment Advisors
California
$1.1M +$597K +26,904 +120%
RWP
531
Reliant Wealth Planning
Kentucky
$1.09M -$44.5K -2,007 -4%
OPWM
532
Oakwell Private Wealth Management
Texas
$1.06M -$107K -4,845 -9%
WMWM
533
Whitaker-Myers Wealth Managers
Ohio
$1.06M +$4.99K +225 +0.5%
Vanguard Group
534
Vanguard Group
Pennsylvania
$1.06M +$128K +5,793 +14%
BBA
535
BLB&B Advisors
Pennsylvania
$1.05M -$176K -7,956 -14%
Fifth Third Bancorp
536
Fifth Third Bancorp
Ohio
$1.05M +$17.8K +804 +2%
ECG
537
EPIQ Capital Group
California
$1.04M +$6.59K +297 +0.6%
MWM
538
Mission Wealth Management
California
$1.04M -$998 -45 -0.1%
ML
539
McAdam LLC
Pennsylvania
$1.04M -$4.19K -189 -0.4%
TPWM
540
Twelve Points Wealth Management
Massachusetts
$1.03M -$96.1K -4,335 -9%
BIA
541
Bell Investment Advisors
California
$1.03M -$249K -11,217 -19%
MFG
542
Midwest Financial Group
Kansas
$1.02M +$6.45K +291 +0.6%
KWM
543
Keebeck Wealth Management
Illinois
$996K -$379K -17,073 -28%
TF
544
Tudor Financial
Ohio
$996K +$996K +44,910 New
TW
545
Traveka Wealth
California
$994K – – –
WC
546
Waterloo Capital
Texas
$977K -$798 -36 -0.1%
CI
547
CX Institutional
Indiana
$973K +$23.9K +1,080 +3%
KFP
548
KMG Fiduciary Partners
Ohio
$971K – – –
IAP
549
Indie Asset Partners
Indiana
$968K +$3.33K +150 +0.3%
MAC
550
Mason & Associates (California)
California
$959K -$11K -495 -1%
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