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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 %
UW
651
Unique Wealth
Florida
$611K +$44.1K +1,989 +8%
TF
652
TLWM Financial
Texas
$610K -$49.4K -2,229 -7%
BlackRock
653
BlackRock
New York
$609K +$36.9K +1,665 +6%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$599K +$1.4K +63 +0.2%
AA
655
AF Advisors
California
$598K +$399 +18 +0.1%
AWA
656
Aquire Wealth Advisors
Utah
$597K – – –
WFA
657
West Financial Advisors
Iowa
$586K -$16.4K -741 -3%
WAM
658
Weatherly Asset Management
California
$586K – – –
LP
659
LGL Partners
Pennsylvania
$584K -$359K -16,182 -38%
GI
660
GS Investments
Minnesota
$581K -$9.98K -450 -2%
PCA
661
Prosperity Capital Advisors
Ohio
$573K -$106K -4,782 -16%
CAAM
662
Cornerstone Advisors Asset Management
Pennsylvania
$571K +$3.59K +162 +0.6%
ACM
663
Armbruster Capital Management
New York
$569K +$931 +42 +0.2%
PWMAG
664
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$3.46K +156 +0.6%
IF
665
Ironwood Financial
Arizona
$568K -$52K -2,346 -8%
RAG
666
RIA Advisory Group
Iowa
$567K +$567K +25,578 New
GC
667
Gilbert & Cook
Iowa
$567K – – –
Jane Street
668
Jane Street
New York
$565K -$197K -8,865 -26%
AWM
669
AE Wealth Management
Kansas
$564K -$295K -13,311 -34%
SWM
670
Shakespeare Wealth Management
Wisconsin
$563K -$6.92K -312 -1%
SWP
671
Stratos Wealth Partners
Ohio
$563K +$15.2K +687 +3%
KC
672
Kades & Cheifetz
Pennsylvania
$560K -$1.6K -72 -0.3%
MPCL
673
My Personal CFO LLC
Washington
$558K +$865 +39 +0.2%
CA
674
Crewe Advisors
Utah
$556K +$18.2K +819 +3%
NL
675
NWAM LLC
Washington
$556K +$556K +25,053 New
25 26
27
28 29