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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 %
QPWM
576
Quadrant Private Wealth Management
Pennsylvania
$862K -$16.9K -762 -2%
FCH
577
Freestone Capital Holdings
Washington
$860K -$121K -5,439 -12%
FF
578
Farrow Financial
Vermont
$859K -$17.4K -786 -2%
FA
579
FF Advisors
California
$859K +$602K +80,043 +235%
DSAM
580
Dock Street Asset Management
Florida
$856K -$5.06K -228 -0.6%
MA
581
Marquette Associates
Illinois
$855K – – –
CWM
582
Congress Wealth Management
Massachusetts
$842K +$8.32K +375 +1%
SPFA
583
Summit Place Financial Advisors
New Jersey
$837K +$12.3K +555 +1%
LWMT
584
Legacy Wealth Management (Tennessee)
Tennessee
$827K -$3.26K -147 -0.4%
NCMW
585
Northern Capital Management (Washington)
Washington
$826K -$76.9K -3,468 -9%
DT
586
Diversified Trust
Tennessee
$819K +$58.5K +2,640 +8%
RWRC
587
R.W. Roge & Company
New York
$818K – – –
LNWWM
588
Laird Norton Wetherby Wealth Management
California
$817K +$133 +6 +0%
FAIM
589
Financial Advocates Investment Management
Washington
$817K -$19.8K -891 -2%
BA
590
Bridgewater Advisors
New York
$816K +$546K +72,912 +202%
AWM
591
Axxcess Wealth Management
California
$809K +$201K +9,045 +33%
PAS
592
Park Avenue Securities
New York
$808K -$67 -3 -0%
PFC
593
Phocas Financial Corp
California
$807K -$45.2K -2,040 -5%
MCCP
594
Mission Creek Capital Partners
California
$806K -$14.6K -660 -2%
HS
595
Horan Securities
United States
$803K -$46K -2,073 -5%
OSAM
596
O'Shaughnessy Asset Management
Connecticut
$799K -$28.6K -3,807 -3%
OC
597
Oarsman Capital
Wisconsin
$796K +$259K +11,661 +48%
SPWM
598
Schrum Private Wealth Management
Florida
$792K +$396K +17,850 +100%
BFC
599
Bedel Financial Consulting
Indiana
$790K +$2.06K +93 +0.3%
GC
600
Grimes & Company
Massachusetts
$785K +$4.86K +219 +0.6%
22 23
24
25 26