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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 %
RDIA
1001
RE Dickinson Investment Advisors
Iowa
$35.7K +$126 +6 +0.4%
B
1002
Birchbrook
Maine
$34.9K – – –
MWA
1003
Moser Wealth Advisors
Washington
$34.4K – – –
MFA
1004
McClarren Financial Advisors
Pennsylvania
$34K -$116K -1,281 -77%
OFG
1005
Oxford Financial Group
Indiana
$33K – – –
WPWM
1006
Western Pacific Wealth Management
Illinois
$32.5K – – –
NG
1007
NWK Group
California
$32.3K – – –
CIAS
1008
Capital Investment Advisory Services
North Carolina
$30.8K -$5.16K -246 -14%
GI
1009
GAMMA Investing
California
$30.3K +$30.3K +1,446 New
NRG
1010
Nemes Rush Group
Michigan
$30.2K -$17.1K -816 -36%
BGAI
1011
Bruce G. Allen Investments
Colorado
$29.2K +$29.2K +1,392 New
HGERS
1012
Householder Group Estate & Retirement Specialist
Arizona
$28K – – –
GFPC
1013
Global Financial Private Client
Florida
$27.9K – – –
AFG
1014
Albion Financial Group
Utah
$26.4K – – –
Franklin Resources
1015
Franklin Resources
California
$26.4K – – –
JGIA
1016
Jackson Grant Investment Advisers
Connecticut
$26K +$126 +6 +0.5%
BCMLT
1017
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.5K +$314 +15 +1%
JFGIW
1018
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25K -$1.33K -63 -5%
WAG
1019
Wiser Advisor Group
Arizona
$24.4K +$126 +6 +0.5%
MCA
1020
Maryland Capital Advisors
Maryland
$24.3K -$1.89K -90 -7%
BCM
1021
Blume Capital Management
California
$23.2K – – –
SIM
1022
Studio Investment Management
Illinois
$23K +$23K +1,092 New
JFA
1023
JNBA Financial Advisors
Minnesota
$22.9K – – –
GWSA
1024
Global Wealth Strategies & Associates
Colorado
$22.3K – – –
AWM
1025
Aberdeen Wealth Management
Illinois
$22K – – –
39 40
41
42 43