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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.

New
Increased
Maintained
Reduced
Closed
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
1.89%
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
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.9M
4
WWM
WT Wealth Management
Arizona
$28M
5
IAS
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.37B
3
S
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
HT Partners
Connecticut
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFB
726
Cullen/Frost Bankers
Texas
$476K – – –
BL
727
Balentine LLC
Georgia
$471K – – –
HFS
728
Heritage Financial Services
Massachusetts
$470K -$29.4K -1,326 -6%
SRWM
729
Shira Ridge Wealth Management
California
$468K – – –
CAL
730
Capital Analysts LLC
Pennsylvania
$467K -$67.1K -3,027 -13%
KFP
731
Keener Financial Planning
Texas
$465K – – –
WCFA
732
Walkner Condon Financial Advisors
Wisconsin
$459K – – –
LWM
733
Lakeridge Wealth Management
Ohio
$459K -$1.06K -48 -0.2%
LA
734
LexAurum Advisors
Kansas
$456K +$203K +9,150 +80%
AAMC
735
Asset Allocation & Management Company
Illinois
$450K – – –
VPIM
736
Vanguard Personalized Indexing Management
California
$448K +$10.6K +477 +2%
S4W
737
Solutions 4 Wealth
Texas
$447K +$798 +36 +0.2%
EW
738
Evoke Wealth
California
$443K +$443K +19,998 New
FFM
739
Forum Financial Management
Illinois
$443K +$7.18K +324 +2%
WS
740
Wedbush Securities
California
$441K -$1.33K -60 -0.3%
MFC
741
Morris Financial Concepts
South Carolina
$440K – – –
TIM
742
Total Investment Management
Arizona
$439K +$1.6K +72 +0.4%
AMIM
743
Aull & Monroe Investment Management
Alabama
$439K -$46.6K -2,100 -10%
ACP
744
Aviance Capital Partners
Florida
$438K -$140K -6,336 -24%
FF
745
Financial Futures
New Jersey
$437K +$437K +19,716 New
B
746
BetterWealth
California
$437K – – –
GC
747
Garde Capital
Washington
$433K -$18.5K -837 -4%
ECM
748
Evergreen Capital Management
Washington
$429K – – –
SFG
749
Sage Financial Group
Pennsylvania
$423K -$26.9K -1,212 -6%
LAIC
750
Lederer & Associates Investment Counsel
California
$421K – – –
28 29
30
31 32