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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 %
SAF
626
Smith Anglin Financial
Texas
$687K -$260K -11,739 -27%
QCM
627
QRG Capital Management
Illinois
$686K +$2.2K +99 +0.3%
SWM
628
Stockman Wealth Management
Montana
$686K -$59.9K -2,700 -8%
AWM
629
Altus Wealth Management
Kentucky
$686K +$21.8K +981 +3%
DP
630
Denver PWM
Colorado
$684K -$4.19K -189 -0.6%
SCI
631
S&CO Inc
Massachusetts
$682K – – –
FM
632
Foster & Motley
Ohio
$680K -$12.6K -570 -2%
JIC
633
Joel Isaacson & Co
New York
$674K +$3.86K +174 +0.6%
PL
634
Plancorp LLC
Missouri
$672K +$2.2K +99 +0.3%
CWA
635
Continuum Wealth Advisors
New York
$671K +$671K +30,243 New
SAI
636
Savvy Advisors Inc
New York
$666K +$39.2K +1,767 +6%
HBT
637
Hills Bank & Trust
Iowa
$665K – – –
BAM
638
Bosun Asset Management
Illinois
$665K – – –
AWA
639
Aletheian Wealth Advisors
Washington
$655K -$82.3K -3,711 -11%
TCM
640
Twele Capital Management
Minnesota
$655K -$4.19K -189 -0.6%
NSIM
641
North Star Investment Management
Illinois
$651K – – –
AAS
642
Annex Advisory Services
Wisconsin
$648K -$13.7K -618 -2%
RJT
643
Raymond James Trust
Florida
$647K +$647K +29,196 New
BAAM
644
Baker Avenue Asset Management
California
$641K +$20.1K +906 +3%
BIG
645
Builder Investment Group
Georgia
$636K +$16.2K +729 +3%
MWM
646
Merriman Wealth Management
Washington
$634K -$250K -11,280 -28%
FCA
647
FinTrust Capital Advisors
South Carolina
$623K +$1.2K +54 +0.2%
PFS
648
Prospera Financial Services
Texas
$619K +$42.2K +1,902 +7%
SWM
649
Spire Wealth Management
Virginia
$619K -$20.8K -936 -3%
RCAG
650
Rehmann Capital Advisory Group
Michigan
$615K – – –
24 25
26
27 28