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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
1
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
2
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$30.9M
4
WWM
4
WT Wealth Management
Arizona
$28M
5
IAS
5
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
S
3
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
5
HT Partners
Connecticut
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
926
Trevian Wealth Management
Massachusetts
$222K +$222K +10,023 New
AIA
927
Armor Investment Advisors
North Carolina
$222K -$8.32K -375 -4%
CW
928
CreativeOne Wealth
Kansas
$221K -$732 -33 -0.3%
Qube Research & Technologies (QRT)
929
Qube Research & Technologies (QRT)
United Kingdom
$219K -$258K -11,637 -54%
DSA
930
Droms Strauss Advisors
Missouri
$218K +$1.6K +72 +0.7%
SAM
931
SignalPoint Asset Management
Missouri
$217K +$217K +9,846 New
AWM
932
Aprio Wealth Management
Georgia
$217K +$217K +9,798 New
SCI
933
Silver Coast Investments
United States
$217K -$1.2K -54 -0.5%
SXL
934
Summit X LLC
Missouri
$215K -$208K -9,930 -49%
SSW
935
Stone Summit Wealth
Florida
$215K – – –
KL
936
KilterHowling LLC
Colorado
$212K +$212K +9,579 New
GWANC
937
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$1.33K +60 +0.6%
SFP
938
Sterling Financial Planning
New Jersey
$212K +$212K +9,549 New
MFT
939
Moisand Fitzgerald Tamayo
Florida
$211K -$11.8K -534 -5%
WCP
940
Wick Capital Partners
Pennsylvania
$207K +$207K +9,354 New
JBA
941
Johnson Bixby & Associates
Washington
$207K +$207K +9,330 New
AWAG
942
ARS Wealth Advisors Group
Florida
$206K +$206K +9,285 New
GCM
943
Glaxis Capital Management
Florida
$205K +$205K +9,228 New
SLA
944
Silver Lake Advisory
Utah
$205K +$205K +9,225 New
HSWM
945
Hubbell Strickland Wealth Management
Louisiana
$204K +$204K +9,204 New
SIC
946
SJS Investment Consulting
Ohio
$204K +$20.8K +936 +11%
JWM
947
Jackson Wealth Management
Florida
$204K +$204K +9,183 New
SCM
948
Schnieders Capital Management
California
$203K -$189K -8,508 -48%
LGG
949
Luts & Greenleigh Group
Maryland
$203K +$203K +9,147 New
MPW
950
Monterey Private Wealth
California
$202K -$166K -7,464 -45%
36 37
38
39 40