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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,075 hedge funds and large institutions have $9.62B invested in Schwab US Broad Market ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 341 increasing their positions, 402 reducing their positions, and 46 closing their positions.

Holders
1,075
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
15.64%
Holding in Top 10
132
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.45%
% of All Funds
1.92%
New
70
Increased
341
Reduced
402
Closed
46
Calls
$37.2M
Puts
$18M
Net Calls
+$19.3M
Net Calls Change
-$4.96M

Top Buyers

1
AI
1
Accredited Investors
Minnesota
$101M
2
S
2
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.3M
4
SG
4
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.33B
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
FSA
5
Financial Services Advisory
Maryland
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$37.8M 1,805,928 -13,644 -0.7%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$36.5M 1,742,274 +88,395 +5%
EFG
53
Ethos Financial Group
Pennsylvania
$36.3M 1,724,703 +54,861 +3%
SC
54
Savant Capital
Illinois
$36.3M 1,730,499 -26,604 -2%
Wells Fargo
55
Wells Fargo
California
$36.2M 1,728,684 +27,264 +2%
Wealth Enhancement Advisory Services
56
Wealth Enhancement Advisory Services
Minnesota
$35.5M 1,693,629 +129,075 +8%
Truist Financial
57
Truist Financial
North Carolina
$34.9M 1,665,939 -68,238 -4%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$34.3M 1,636,299 +15,972 +1%
SFG
59
Sunburst Financial Group
Alabama
$33.1M 1,581,357 +110,052 +7%
JIP
60
Jaffetilchin Investment Partners
Florida
$32.8M 1,565,022 +19,929 +1%
CIA
61
Cape Investment Advisory
Georgia
$32.1M 1,532,457 +669 +0%
BWA
62
Boulder Wealth Advisors
Colorado
$31.2M 1,489,326 +36,972 +3%
GCA
63
Genesee Capital Advisors
New York
$31M 1,481,280 -4,386 -0.3%
LPT
64
Legacy Private Trust
Wisconsin
$30.4M 1,449,426 +1,557 +0.1%
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$30.1M 1,434,801 -2,615,817 -65%
RC
66
Roundview Capital
New Jersey
$28.2M 1,344,000 +420,027 +45%
Osaic Holdings
67
Osaic Holdings
Arizona
$28M 1,337,481 -203,892 -13%
WWM
68
WT Wealth Management
Arizona
$26.4M 1,254,768 -18,396 -1%
Goldman Sachs
69
Goldman Sachs
New York
$26.3M 1,255,743 +808,425 +181%
S
70
Sunpointe
Missouri
$26.1M 1,239,945 +1,239,945 New
PAM
71
Pegasus Asset Management
New York
$26.1M 1,243,590 +21,567 +2%
FNC
72
First National Corp
Massachusetts
$25.2M 1,201,212 -222,966 -16%
TI
73
Truepoint Inc
Ohio
$25.2M 1,200,669 -11,343 -0.9%
PIMG
74
Patriot Investment Management Group
Tennessee
$25M 1,191,165 +6,735 +0.6%
WAG
75
Winthrop Advisory Group
Massachusetts
$24.9M 1,190,415 +15,891 +1%
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