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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,093 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, 389 reducing their positions, and 40 closing their positions.

Holders
1,093
Holders Change
+18
Holders Change %
+1.67%
% of All Funds
15.81%
Holding in Top 10
131
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.76%
% of All Funds
1.9%
New
71
Increased
450
Reduced
389
Closed
40
Calls
$32.6M
Puts
$19.7M
Net Calls
+$12.9M
Net Calls Change
-$6.41M

Top Buyers

1
CMAI
1
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
2
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$30.9M
4
WWM
4
WT Wealth Management
Arizona
$28M
5
IAS
5
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
S
3
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
5
HT Partners
Connecticut
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$40.3M 1,816,152 +73,878 +4%
Wells Fargo
52
Wells Fargo
California
$40.1M 1,809,447 +80,763 +5%
EFG
53
Ethos Financial Group
Pennsylvania
$39.2M 1,766,676 +41,973 +2%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$38.6M 1,739,247 +45,618 +3%
SC
55
Savant Capital
Illinois
$37.9M 1,708,692 -21,807 -1%
CMAI
56
Capital Management Associates Inc
Minnesota
$37.6M 1,694,247 +1,694,247 New
BCMO
57
Buckingham Capital Management (Ohio)
Ohio
$37M 1,667,553 +31,254 +2%
SFG
58
Sunburst Financial Group
Alabama
$36.7M 1,654,272 +72,915 +5%
Truist Financial
59
Truist Financial
North Carolina
$36.3M 1,638,018 -27,921 -2%
CIA
60
Cape Investment Advisory
Georgia
$34.8M 1,568,631 +36,174 +2%
RC
61
Roundview Capital
New Jersey
$33.9M 1,528,245 +184,245 +14%
BWA
62
Boulder Wealth Advisors
Colorado
$33.4M 1,506,963 +17,637 +1%
GCA
63
Genesee Capital Advisors
New York
$33.2M 1,495,902 +14,622 +1%
JIP
64
Jaffetilchin Investment Partners
Florida
$33.1M 1,492,053 -72,969 -5%
MAG
65
Members Advisory Group
New York
$32.5M 1,464,039 -660,015 -31%
LPT
66
Legacy Private Trust
Wisconsin
$31.6M 1,423,203 -26,223 -2%
Mercer Global Advisors
67
Mercer Global Advisors
Colorado
$30.9M 4,217,430 +2,782,629 +194%
Osaic Holdings
68
Osaic Holdings
Arizona
$30.1M 1,356,522 +19,041 +1%
PAM
69
Pegasus Asset Management
New York
$28M 1,260,657 +17,067 +1%
WWM
70
WT Wealth Management
Arizona
$28M 3,706,935 +2,452,167 +195%
UBS Group
71
UBS Group
Switzerland
$27.6M 1,244,511 +158,769 +15%
WAG
72
Winthrop Advisory Group
Massachusetts
$26.5M 1,197,102 +6,687 +0.6%
LEFP
73
Leading Edge Financial Planning
Tennessee
$26.4M 1,189,305 +136,392 +13%
TI
74
Truepoint Inc
Ohio
$26.3M 1,185,180 -15,489 -1%
JPMorgan Chase & Co
75
JPMorgan Chase & Co
New York
$25.5M 1,150,518 +61,707 +6%
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