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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 %
BWA
851
Burt Wealth Advisors
Maryland
$287K -$101K -4,554 -26%
GFP
852
Gryphon Financial Partners
Ohio
$286K -$23.3K -1,053 -8%
BAWC
853
Boyce & Associates Wealth Consulting
Texas
$285K +$133 +6 +0%
VBFP
854
Valtinson Bruner Financial Planning
Minnesota
$285K +$285K +12,843 New
CWA
855
Carolina Wealth Advisors
South Carolina
$284K -$20.7K -933 -7%
MA
856
MONECO Advisors
Connecticut
$284K – – –
BW
857
BIP Wealth
Georgia
$284K +$1.33K +60 +0.5%
GGV
858
GG Group Ventures
Florida
$283K +$178K +23,145 +169%
CCM
859
Ciovacco Capital Management
Georgia
$281K +$281K +12,678 New
HPA
860
High Probability Advisors
New York
$280K – – –
CIA
861
Choate Investment Advisors
Massachusetts
$280K – – –
ACI
862
Alpha Cubed Investments
California
$279K +$53.4K +2,409 +24%
FFWA
863
FRG Family Wealth Advisors
Washington
$278K +$67 +3 +0%
Comerica Bank
864
Comerica Bank
Texas
$278K -$29K -1,308 -9%
CE
865
Cornerstone Enterprises
Wisconsin
$276K – – –
GD
866
Grandfield & Dodd
New York
$275K -$200 -9 -0.1%
PP
867
Patten & Patten
Tennessee
$275K – – –
WPIC
868
White Pine Investment Company
Michigan
$270K – – –
BTI
869
Blue Trust Inc
Georgia
$270K +$67.2K +3,207 +33%
TSS
870
Two Sigma Securities
New York
$267K +$267K +12,039 New
AO
871
Advisor OS
Illinois
$266K +$38.5K +1,734 +17%
SIMC
872
Squire Investment Management Company
Utah
$266K – – –
CGA
873
Crescent Grove Advisors
Illinois
$266K – – –
AWM
874
Abound Wealth Management
Tennessee
$265K -$85.9K -3,876 -24%
AP
875
Americana Partners
Texas
$263K +$1.66K +75 +0.6%
33 34
35
36 37