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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 %
QWM
926
Quadcap Wealth Management
Texas
$208K -$63 -3 -0%
KWM
927
Kingsview Wealth Management
Oregon
$208K -$566 -27 -0.3%
SCI
928
Silver Coast Investments
United States
$206K -$7.1K -339 -3%
DSA
929
Droms Strauss Advisors
Missouri
$204K +$204K +9,759 New
SSW
930
Stone Summit Wealth
Florida
$203K +$203K +9,702 New
4WM
931
49 Wealth Management
Texas
$203K +$203K +9,663 New
1CP
932
17 Capital Partners
Arizona
$202K +$202K +9,654 New
QCMNJ
933
Quantum Capital Management (New Jersey)
New Jersey
$201K -$57.5K -2,742 -22%
GWANC
934
Guardian Wealth Advisors (North Carolina)
North Carolina
$199K +$566 +27 +0.3%
BTI
935
Blue Trust Inc
Georgia
$197K – – –
DFC
936
DB Fitzpatrick & Co
Idaho
$178K +$4.97K +237 +3%
SIC
937
SJS Investment Consulting
Ohio
$173K – – –
SPIA
938
Steward Partners Investment Advisory
New York
$162K – – –
TCOV
939
Trust Company of Vermont
Vermont
$160K +$83.7K +3,996 +110%
WIA
940
Wetzel Investment Advisors
Indiana
$159K – – –
HCM
941
Hollencrest Capital Management
California
$158K +$109K +5,184 +218%
BF
942
BOK Financial
Oklahoma
$155K – – –
RCM
943
Richardson Capital Management
Wisconsin
$151K – – –
T
944
Tidemark
California
$149K +$135K +6,435 +988%
EWA
945
EverSource Wealth Advisors
Alabama
$148K +$112K +5,256 +314%
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$145K – – –
BFO
947
Biltmore Family Office
North Carolina
$142K – – –
FF
948
Friedenthal Financial
New Jersey
$140K -$13.3K -633 -9%
PCFFS
949
Pacific Center for Financial Services
California
$140K – – –
Russell Investments Group
950
Russell Investments Group
United Kingdom
$133K +$133K +6,339 New
36 37
38
39 40