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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.

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
1
Accredited Investors
Minnesota
$101M
2
S
2
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.3M
4
SG
4
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.33B
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
FSA
5
Financial Services Advisory
Maryland
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
GAM
76
Gemmer Asset Management
California
$24.7M 1,176,747 +25,656 +2%
SA
77
Shilanski & Associates
Alaska
$23.8M 1,137,615 +35,142 +3%
WA
78
Waverly Advisors
Alabama
$23.7M 1,129,872 +75,075 +7%
VNA
79
Valley National Advisers
Pennsylvania
$23.2M 1,106,838 +57,696 +5%
BCWM
80
Bartlett & Co Wealth Management
Ohio
$22.9M 1,087,896 -30,450 -3%
AIS
81
American Investment Services
Massachusetts
$22.9M 1,090,674 -21,600 -2%
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
$22.8M 1,088,811 -671,874 -38%
GB
83
Goepper Burkhardt
South Carolina
$22.8M 1,085,916 +7,647 +0.7%
UBS Group
84
UBS Group
Switzerland
$22.8M 1,085,742 +84,684 +8%
OAJ
85
Ogorek Anthony Joseph
New York
$22.6M 1,078,371 -27,894 -3%
Cerity Partners
86
Cerity Partners
New York
$22.3M 1,066,173 -113,811 -10%
SA
87
Strategic Advisors
New York
$22.2M 1,057,992 -37,362 -3%
LEFP
88
Leading Edge Financial Planning
Tennessee
$22.1M 1,052,913 +90,789 +9%
AWM
89
Avior Wealth Management
Nebraska
$21.7M 1,033,389 +12,399 +1%
SFP
90
Strategic Financial Planning
Texas
$21.5M 1,026,492 +47,775 +5%
FFN
91
Focus Financial Network
Minnesota
$21.5M 998,247 -185,151 -16%
UCFA
92
United Capital Financial Advisors
Texas
$20.7M 988,035 -69,615 -7%
GA
93
GSG Advisors
New Jersey
$20.3M 965,520 +8,031 +0.8%
RSWA
94
Robinson Smith Wealth Advisors
Maine
$20.1M 958,368 +59,175 +7%
BIM
95
Breakwater Investment Management
Washington
$19.9M 947,844 -14,475 -2%
CCA
96
Cobblestone Capital Advisors
New York
$19.8M 944,490 -88,617 -9%
GLR
97
Great Lakes Retirement
Ohio
$18.9M 900,720 -12,243 -1%
MFGP
98
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.6M 888,894 -13,626 -2%
GVAG
99
Great Valley Advisor Group
Delaware
$18.5M 882,672 +45,714 +5%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$18.5M 879,042 -20,022 -2%
2 3
4
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