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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 %
ODIJL
601
One Day In July LLC
Vermont
$781K – – –
CPL
602
CAP Partners LLC
Tennessee
$781K -$16.7K -753 -2%
BC
603
Brio Consultants
California
$781K +$435K +19,632 +126%
TAM
604
Townsend Asset Management
North Carolina
$776K -$22.6K -1,020 -3%
WA
605
Wealthstream Advisors
New York
$773K -$11.3K -510 -1%
HI
606
Hudock Inc
Pennsylvania
$771K +$2.99K +135 +0.4%
MA
607
MCF Advisors
Kentucky
$764K – – –
CWA
608
Consilium Wealth Advisory
Texas
$764K – – –
WP
609
Westmount Partners
California
$752K +$2.59K +117 +0.3%
EAM
610
Evanson Asset Management
California
$751K +$13.2K +594 +2%
FEM
611
Fulcrum Equity Management
Texas
$744K +$44.4K +2,004 +6%
SEIA
612
Signature Estate & Investment Advisors
California
$736K +$2.33K +105 +0.3%
TI
613
Tidal Investments
Wisconsin
$734K +$734K +33,093 New
LFG
614
Larson Financial Group
Missouri
$724K -$486K -21,927 -40%
SA
615
Sanctuary Advisors
Indiana
$719K +$475K +61,341 +195%
AF
616
Advisornet Financial
Minnesota
$718K +$532 +24 +0.1%
MWA
617
Monograph Wealth Advisors
California
$717K – – –
HIS
618
Horizon Investment Services
Indiana
$717K +$13.3K +600 +2%
TC
619
TownSquare Capital
Utah
$712K +$5.65K +255 +0.8%
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$710K +$30.6K +1,380 +5%
PAMG
621
Patton Albertson Miller Group
Tennessee
$706K -$3.33K -150 -0.5%
IIC
622
Ironwood Investment Counsel
Arizona
$706K – – –
WSFS
623
Wilmington Savings Fund Society
Delaware
$703K +$703K +31,722 New
DAS
624
Dynamic Advisor Solutions
Arizona
$695K -$34.9K -1,575 -5%
APG
625
Abacus Planning Group
South Carolina
$690K +$1.13K +51 +0.2%
23 24
25
26 27