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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 %
VWM
876
Vigilare Wealth Management
Arizona
$263K +$133 +6 +0.1%
CCMI
877
Creative Capital Management Investments
California
$262K – – –
WFAG
878
Wescott Financial Advisory Group
Pennsylvania
$260K +$466 +21 +0.2%
CA
879
Claris Advisors
Missouri
$259K +$1.66K +75 +0.6%
SG
880
StoneX Group
New York
$259K +$1.8K +81 +0.7%
TBWA
881
Three Bridge Wealth Advisors
California
$255K +$599 +27 +0.2%
MSWMA
882
Market Street Wealth Management Advisors
Indiana
$254K -$6.25K -282 -2%
OCM
883
Orion Capital Management
California
$254K – – –
USCWA
884
U.S. Capital Wealth Advisors
Texas
$253K – – –
SCA
885
Snowden Capital Advisors
New York
$252K – – –
IFS
886
Ifrah Financial Services
Arkansas
$251K -$63.3K -2,856 -20%
LFAS
887
Level Four Advisory Services
Texas
$251K +$165K +22,446 +192%
MM
888
Main Management
California
$249K – – –
SAM
889
Silvercrest Asset Management
New York
$249K – – –
FFA
890
Founders Financial Alliance
North Carolina
$247K – – –
WPC
891
Wedmont Private Capital
Pennsylvania
$246K +$66 +3 +0%
EIG
892
Ellenbecker Investment Group
Wisconsin
$244K – – –
CA
893
Clearstead Advisors
Ohio
$243K -$52.4K -2,361 -18%
GFP
894
Guardian Financial Partners
California
$243K – – –
AAG
895
Armstrong Advisory Group
Massachusetts
$242K +$1.93K +87 +0.8%
WP
896
WealthShield Partners
North Carolina
$241K -$22K -990 -8%
AIMC
897
Alley Investment Management Company
Illinois
$237K – – –
MCA
898
Magnolia Capital Advisors
Mississippi
$236K -$732 -33 -0.3%
Bessemer Group
899
Bessemer Group
New Jersey
$236K -$12.9K -585 -5%
RWA
900
River Wealth Advisors
Pennsylvania
$235K – – –
34 35
36
37 38