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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 %
CAL
551
Capital Advisors Ltd
Ohio
$957K +$21.2K +954 +2%
CCM
552
Colorado Capital Management
Colorado
$952K +$3.06K +138 +0.3%
JF
553
Joule Financial
Kentucky
$951K -$103K -4,653 -10%
ECM
554
Exchange Capital Management
Michigan
$940K -$142K -6,387 -13%
MCM
555
Mengis Capital Management
Oregon
$937K +$865 +39 +0.1%
IC
556
IEQ Capital
California
$936K +$232K +10,482 +33%
VAMG
557
Voisard Asset Management Group
Michigan
$935K +$935K +42,180 New
BC
558
Barrett & Company
Rhode Island
$918K +$2.53K +114 +0.3%
MWA
559
Muirfield Wealth Advisors
North Carolina
$915K +$6.79K +306 +0.7%
PRWA
560
Platte River Wealth Advisors
Colorado
$910K +$200 +9 +0%
CST
561
Charles Schwab Trust
Nevada
$903K +$903K +40,722 New
GT
562
Greenleaf Trust
Michigan
$900K -$266K -11,997 -23%
BFS
563
Burkett Financial Services
South Carolina
$897K +$12.2K +549 +1%
EFS
564
Econ Financial Services
Pennsylvania
$895K +$8.12K +366 +0.9%
CIC
565
Carnegie Investment Counsel
Ohio
$891K +$13K +585 +1%
SQA
566
Simon Quick Advisors
New Jersey
$887K -$33.3K -1,500 -4%
WIM
567
Waycross Investment Management
Washington
$885K – – –
MTIC
568
Missouri Trust & Investment Company
Missouri
$884K -$278K -12,516 -24%
CFG
569
Citizens Financial Group
Rhode Island
$884K +$31.3K +1,410 +4%
PPWP
570
Premier Path Wealth Partners
New Jersey
$879K +$67 +3 +0%
LSIA
571
LaSalle St. Investment Advisors
Illinois
$875K +$998 +45 +0.1%
CIA
572
Concurrent Investment Advisors
Florida
$867K +$867K +39,084 New
BCM
573
Bowie Capital Management
Texas
$865K – – –
MPWT
574
MassMutual Private Wealth & Trust
Connecticut
$865K – – –
TF
575
Tompkins Financial
New York
$865K – – –
21 22
23
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