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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 %
SS
976
Sunbelt Securities
Texas
$129K – – –
HPC
977
HM Payson & Co
Maine
$129K – – –
HPIA
978
Hamilton Point Investment Advisors
North Carolina
$124K – – –
CT
979
Colonial Trust
South Carolina
$118K – – –
CWC
980
Carolinas Wealth Consulting
North Carolina
$116K +$1.6K +72 +1%
BSB
981
Bangor Savings Bank
Maine
$111K -$133 -6 -0.1%
VWM
982
Venturi Wealth Management
Texas
$108K – – –
PCM
983
Perritt Capital Management
Illinois
$104K -$11.3K -510 -10%
VWM
984
Valley Wealth Managers
New Jersey
$103K – – –
DWM
985
Dogwood Wealth Management
Kansas
$103K – – –
EA
986
Evolution Advisers
Virginia
$100K +$12.5K +567 +14%
Franklin Resources
987
Franklin Resources
California
$99.8K +$90.3K +12,000 +952%
PGAM
988
Princeton Global Asset Management
New Jersey
$98.6K +$133 +6 +0.1%
ME
989
McIlrath & Eck
Washington
$93.8K – – –
EWA
990
Elevate Wealth Advisory
Georgia
$93.6K – – –
CAM
991
Creekmur Asset Management
Illinois
$86.5K -$42.1K -1,899 -33%
MA
992
Montag & Associates
Georgia
$83.4K +$466 +21 +0.6%
GWS
993
Glassman Wealth Services
Virginia
$79.6K – – –
CFGS
994
Concourse Financial Group Securities
Alabama
$79.3K – – –
NIC
995
Northwest Investment Counselors
Oregon
$69.4K +$69.4K +3,129 New
HFS
996
Hantz Financial Services
Michigan
$69K +$398 +18 +0.6%
Belvedere Trading
997
Belvedere Trading
Illinois
$67.5K +$67.5K +3,045 New
PP
998
Pacifica Partners
Canada
$66.5K – – –
JGCM
999
Joseph Group Capital Management
Ohio
$65.9K +$65.9K +2,973 New
CTC
1000
Central Trust Company
Missouri
$60.5K – – –
38 39
40
41 42