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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 %
RRA
951
Round Rock Advisors
Connecticut
$201K +$201K +9,084 New
CA
952
Claro Advisors
Massachusetts
$201K +$201K +9,069 New
WI
953
Wedgewood Investors
Pennsylvania
$201K +$201K +9,066 New
TFS
954
Thoroughbred Financial Services
Tennessee
$200K +$200K +9,027 New
NFA
955
Northwest Financial Advisors
Virginia
$200K +$200K +9,015 New
QCMNJ
956
Quantum Capital Management (New Jersey)
New Jersey
$194K -$19K -855 -9%
Russell Investments Group
957
Russell Investments Group
United Kingdom
$191K +$50.6K +2,280 +36%
DFC
958
DB Fitzpatrick & Co
Idaho
$189K +$599 +27 +0.3%
OSNBOA
959
Old Second National Bank of Aurora
Illinois
$183K +$183K +8,250 New
TCOV
960
Trust Company of Vermont
Vermont
$174K +$4.66K +210 +3%
PFBT
961
Parkside Financial Bank & Trust
Missouri
$169K +$71.5K +3,225 +73%
SPIA
962
Steward Partners Investment Advisory
New York
$168K -$3.33K -150 -2%
RCM
963
Richardson Capital Management
Wisconsin
$165K +$4.99K +225 +3%
BF
964
BOK Financial
Oklahoma
$162K – – –
T
965
Tidemark
California
$157K +$67 +3 +0%
EWA
966
EverSource Wealth Advisors
Alabama
$154K – – –
FF
967
Friedenthal Financial
New Jersey
$152K +$4.19K +189 +3%
BFO
968
Biltmore Family Office
North Carolina
$150K – – –
PCFFS
969
Pacific Center for Financial Services
California
$149K +$798 +36 +0.5%
IRC
970
Investors Research Corp
Georgia
$144K +$26.1K +1,176 +22%
TH
971
TCTC Holdings
Texas
$137K – – –
HCM
972
Hollencrest Capital Management
California
$135K -$32.9K -1,485 -20%
PFSC
973
Peoples Financial Services Corp
Pennsylvania
$133K -$20K -900 -13%
PCA
974
Providence Capital Advisors
North Carolina
$133K – – –
CCP
975
Clarkston Capital Partners
Michigan
$130K – – –
37 38
39
40 41