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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,075 hedge funds and large institutions have $9.62B invested in Schwab US Broad Market ETF in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 341 increasing their positions, 402 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,075
Holders Change
+7
Holders Change %
+0.66%
% of All Funds
15.64%
Holding in Top 10
132
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+6.45%
% of All Funds
1.92%
New
70
Increased
341
Reduced
402
Closed
46
Calls
$37.2M
Puts
$18M
Net Calls
+$19.3M
Net Calls Change
-$4.96M

Top Buyers

1
AI
Accredited Investors
Minnesota
$101M
2
S
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
Goldman Sachs
New York
$26.3M
4
SG
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.33B
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.8M
5
FSA
Financial Services Advisory
Maryland
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSWMA
876
Market Street Wealth Management Advisors
Indiana
$246K – – –
CWS
877
Cypress Wealth Services
California
$246K +$314 +15 +0.1%
LFAS
878
Level Four Advisory Services
Texas
$246K -$17.9K -855 -7%
WFAG
879
Wescott Financial Advisory Group
Pennsylvania
$245K – – –
SG
880
StoneX Group
New York
$244K +$1.51K +72 +0.6%
CA
881
Claris Advisors
Missouri
$243K – – –
WPC
882
Wedmont Private Capital
Pennsylvania
$242K +$65 +3 +0%
Marshall Wace
883
Marshall Wace
United Kingdom
$241K +$241K +11,502 New
TBWA
884
Three Bridge Wealth Advisors
California
$241K – – –
WIC
885
Whitegate Investment Counselors
New Hampshire
$241K +$241K +11,484 New
OCM
886
Orion Capital Management
California
$240K – – –
USCWA
887
U.S. Capital Wealth Advisors
Texas
$239K -$594K -28,371 -71%
LA
888
LexAurum Advisors
Kansas
$239K – – –
SCA
889
Snowden Capital Advisors
New York
$239K – – –
Bessemer Group
890
Bessemer Group
New Jersey
$236K – – –
SAM
891
Silvercrest Asset Management
New York
$235K – – –
MM
892
Main Management
California
$235K – – –
FFA
893
Founders Financial Alliance
North Carolina
$233K +$233K +11,100 +26,429%
EIG
894
Ellenbecker Investment Group
Wisconsin
$231K -$9.43K -450 -4%
GCIM
895
Gunn & Company Investment Management
Florida
$229K – – –
CPSAC
896
Chas P. Smith & Associates (CPS)
Florida
$229K – – –
GFP
897
Guardian Financial Partners
California
$229K – – –
FIA
898
FPC Investment Advisory
California
$227K – – –
AAG
899
Armstrong Advisory Group
Massachusetts
$227K -$87.6K -4,182 -28%
AIMC
900
Alley Investment Management Company
Illinois
$224K – – –
34 35
36
37 38