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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 %
AMM
776
American Money Management
California
$376K – – –
JC
777
Jacobs & Co
California
$375K -$66 -3 -0%
KA
778
Klingman & Associates
New York
$373K – – –
BDF
779
Black Diamond Financial
Maryland
$373K -$45.3K -2,043 -11%
YAL
780
Your Advocates Ltd
Texas
$372K +$2.33K +105 +0.6%
AA
781
AlphaQ Advisors
Florida
$369K +$7.65K +345 +2%
AP
782
Appleton Partners
Massachusetts
$369K -$30K -1,353 -8%
TCWM
783
Total Clarity Wealth Management
Illinois
$369K +$16.8K +756 +5%
MIM
784
Moseley Investment Management
Florida
$365K – – –
VFA
785
Valeo Financial Advisors
Indiana
$365K +$19.4K +876 +6%
BWP
786
Baldwin Wealth Partners
Massachusetts
$359K -$20.8K -939 -5%
PI
787
Pachira Investments
California
$359K +$90.7K +4,089 +34%
BFA
788
Bill Few Associates
Pennsylvania
$354K – – –
IFA
789
Index Fund Advisors
California
$354K +$22.7K +1,026 +7%
CNBT
790
Canandaigua National Bank & Trust
New York
$353K – – –
RA
791
Resolute Advisors
California
$352K +$352K +15,870 New
LOIP
792
Live Oak Investment Partners
Texas
$351K -$332K – –
FSWA
793
Financial Synergies Wealth Advisors
Texas
$349K +$266 +12 +0.1%
ESB
794
Essex Savings Bank
Connecticut
$349K -$150K -6,762 -30%
BFG
795
Berger Financial Group
Minnesota
$347K -$3.06K -138 -0.9%
WCM
796
WealthBridge Capital Management
Ohio
$345K -$13K -585 -4%
GM
797
GeoWealth Management
Illinois
$344K +$344K +15,534 New
RI
798
Ridgewood Investments
New Jersey
$343K +$241K +10,878 +236%
ZRP
799
Zynergy Retirement Planning
New Jersey
$341K -$3.93K -177 -1%
WTC
800
WhitTier Trust Company
Nevada
$341K – – –
30 31
32
33 34