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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 %
CCM
801
Coldstream Capital Management
Washington
$340K -$532 -24 -0.2%
FCIM
802
Fairview Capital Investment Management
California
$339K – – –
PWP
803
Precedent Wealth Partners
Texas
$336K +$72K +3,249 +27%
BFM
804
Broadview Financial Management
Wisconsin
$336K +$2.13K +96 +0.6%
AFA
805
American Financial Advisors
Georgia
$334K +$1.53K +69 +0.5%
CANC
806
Culbertson A N & Co
Virginia
$333K – – –
AWM
807
Able Wealth Management
New Jersey
$331K +$399 +18 +0.1%
SEM
808
Strategic Equity Management
Arizona
$327K -$26.4K -1,191 -7%
CB
809
Commerce Bank
Missouri
$327K -$38K -1,713 -10%
UB
810
UMB Bank
Missouri
$326K – – –
TP
811
Tranquility Partners
Tennessee
$326K – – –
PIA
812
Pinion Investment Advisors
Kansas
$325K -$22K -993 -6%
PB
813
Pinnacle Bancorp
Nebraska
$324K – – –
WT
814
Whittier Trust
California
$322K – – –
CGPCS
815
Capital Group Private Client Services
California
$318K +$931 +42 +0.3%
CWM
816
Connecticut Wealth Management
Connecticut
$317K – – –
AWC
817
Adamsbrown Wealth Consultants
Kansas
$317K +$2K +90 +0.6%
AWA
818
Arkadios Wealth Advisors
Georgia
$316K -$2.46K -111 -0.8%
SSA
819
Sierra Summit Advisors
Nevada
$312K – – –
WAM
820
Worth Asset Management
Texas
$312K -$2.2K -99 -0.7%
AAS
821
Ameritas Advisory Services
Nebraska
$311K -$43.6K -1,968 -12%
Citadel Advisors
822
Citadel Advisors
Florida
$310K +$310K +13,977 New
FFA
823
Fragasso Financial Advisors
Pennsylvania
$310K +$1.73K +78 +0.6%
GLLW
824
Graves Light Lenhart Wealth
Virginia
$310K – – –
CIA
825
Capital Investment Advisors
Georgia
$310K -$88.7K -4,002 -22%
31 32
33
34 35