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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.

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
1.9%
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 Market Value Shares Shares
Change 		Shares
Change %
GAM
76
Gemmer Asset Management
California
$25.4M 1,147,614 -29,133 -2%
Cerity Partners
77
Cerity Partners
New York
$25M 1,127,685 +61,512 +6%
VNA
78
Valley National Advisers
Pennsylvania
$24.9M 1,123,878 +17,040 +2%
PIMG
79
Patriot Investment Management Group
Tennessee
$24.9M 1,123,800 -67,365 -6%
WA
80
Waverly Advisors
Alabama
$24.9M 1,121,811 -8,061 -0.7%
FSA
81
Financial Services Advisory
Maryland
$24.8M 1,118,058 +524,238 +88%
AIS
82
American Investment Services
Massachusetts
$24.2M 1,091,007 +333 +0%
GB
83
Goepper Burkhardt
South Carolina
$24.1M 1,086,861 +945 +0.1%
BCWM
84
Bartlett & Co Wealth Management
Ohio
$24M 1,080,990 -6,906 -0.6%
GWM
85
Global Wealth Management
New Jersey
$23.5M 1,057,851 +1,057,851 New
SA
86
Shilanski & Associates
Alaska
$23.4M 1,053,978 -83,637 -7%
AWM
87
Avior Wealth Management
Nebraska
$23.1M 1,041,987 +8,598 +0.8%
SA
88
Strategic Advisors
New York
$22.7M 1,021,704 -36,288 -3%
OAJ
89
Ogorek Anthony Joseph
New York
$22.3M 1,004,568 -73,803 -7%
RSWA
90
Robinson Smith Wealth Advisors
Maine
$22M 989,955 +31,587 +3%
FFN
91
Focus Financial Network
Minnesota
$21.8M 984,003 -14,244 -1%
FNC
92
First National Corp
Massachusetts
$21.8M 983,364 -217,848 -18%
SFP
93
Strategic Financial Planning
Texas
$21.5M 968,910 -57,582 -6%
GA
94
GSG Advisors
New Jersey
$21.2M 966,573 +1,053 +0.1%
BIM
95
Breakwater Investment Management
Washington
$21.2M 955,638 +7,794 +0.8%
UCFA
96
United Capital Financial Advisors
Texas
$20.9M 941,166 -46,869 -5%
CCA
97
Cobblestone Capital Advisors
New York
$20.5M 926,436 -18,054 -2%
GLR
98
Great Lakes Retirement
Ohio
$19.9M 899,589 -1,131 -0.1%
MWP
99
Meridian Wealth Partners
Pennsylvania
$19.3M 872,172 +19,479 +2%
CHJWM
100
Carlton Hofferkamp & Jenks Wealth Management
Texas
$19.2M 2,605,812 +1,726,770 +196%
2 3
4
5 6