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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 %
TH
951
TCTC Holdings
Texas
$130K +$130K +6,180 New
PCA
952
Providence Capital Advisors
North Carolina
$126K – – –
IAIM
953
International Assets Investment Management
Florida
$125K +$125K +5,976 New
CCP
954
Clarkston Capital Partners
Michigan
$123K – – –
SS
955
Sunbelt Securities
Texas
$122K -$22.9K -1,092 -16%
HPC
956
HM Payson & Co
Maine
$122K – – –
CAM
957
Creekmur Asset Management
Illinois
$122K +$22.5K +1,074 +23%
HPIA
958
Hamilton Point Investment Advisors
North Carolina
$118K – – –
IRC
959
Investors Research Corp
Georgia
$111K – – –
CT
960
Colonial Trust
South Carolina
$111K – – –
PCM
961
Perritt Capital Management
Illinois
$109K -$1.07K -51 -1%
CWC
962
Carolinas Wealth Consulting
North Carolina
$109K +$2.84K +135 +3%
BSB
963
Bangor Savings Bank
Maine
$105K +$94.2K +4,494 +881%
VWM
964
Venturi Wealth Management
Texas
$102K – – –
VWM
965
Valley Wealth Managers
New Jersey
$97.8K +$84.2K +4,017 +620%
DWM
966
Dogwood Wealth Management
Kansas
$97.6K – – –
RI
967
Ridgewood Investments
New Jersey
$96.4K +$96.4K +4,602 New
BNP Paribas Financial Markets
968
BNP Paribas Financial Markets
France
$94.2K +$90.1K +4,299 +2,205%
PGAM
969
Princeton Global Asset Management
New Jersey
$93.1K – – –
PFBT
970
Parkside Financial Bank & Trust
Missouri
$92.4K -$10.2K -486 -10%
TSWM
971
Tyler-Stone Wealth Management
Ohio
$91.8K – – –
EWA
972
Elevate Wealth Advisory
Georgia
$88.7K – – –
ME
973
McIlrath & Eck
Washington
$88.6K – – –
EA
974
Evolution Advisers
Virginia
$83K +$12.2K +585 +17%
PS
975
Principal Securities
Iowa
$80.8K +$5.28K +252 +7%
37 38
39
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