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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 %
TIA
751
Tiemann Investment Advisors
California
$414K -$133 -6 -0%
EHC
752
Everett Harris & Co
California
$412K +$2K +90 +0.5%
HCP
753
Hardin Capital Partners
South Carolina
$408K +$4.05K +183 +1%
TCM
754
Telos Capital Management
California
$407K +$2.59K +117 +0.6%
RFC
755
Regions Financial Corp
Alabama
$407K +$6.65K +300 +2%
RPSA
756
Richard P. Slaughter Associates
Texas
$407K -$2.59K -117 -0.6%
VIA
757
Vickerman Investment Advisors
Washington
$405K +$2.53K +114 +0.6%
AC
758
Apella Capital
Connecticut
$405K +$24.7K +1,125 +7%
HR
759
Hardy Reed
Mississippi
$403K – – –
SHA
760
Seneca House Advisors
Virginia
$401K +$2.13K +96 +0.5%
RCWM
761
Royal Capital Wealth Management
Indiana
$401K -$43K -1,938 -10%
PSF
762
Pacific Sun Financial
California
$399K – – –
UAS
763
United Asset Strategies
New York
$399K – – –
JPWM
764
Jamison Private Wealth Management
Georgia
$398K +$92.5K +4,173 +30%
FTUS
765
Flow Traders U.S.
New York
$395K -$61.7K -2,781 -14%
SFP
766
Shepherd Financial Partners
Massachusetts
$394K +$2.53K +114 +0.6%
AFA
767
AA Financial Advisors
Ohio
$393K +$1.06K +48 +0.3%
SRC
768
Sage Rhino Capital
California
$392K +$2K +90 +0.5%
HWP
769
Heritage Wealth Partners
Ohio
$392K -$931 -42 -0.2%
GCM
770
Gibraltar Capital Management
Oklahoma
$384K +$384K +17,322 New
ONSWM
771
Old North State Wealth Management
North Carolina
$384K +$40K +1,803 +12%
NP
772
NorthRock Partners
Minnesota
$383K -$4.46K -201 -1%
AIM
773
Anchor Investment Management
South Carolina
$382K -$21.8K -981 -5%
FRA
774
Front Row Advisors
California
$382K – – –
GLA
775
Good Life Advisors
Pennsylvania
$377K +$3.39K +153 +0.9%
29 30
31
32 33