SCHB icon

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 %
AWM
1001
Angeles Wealth Management
California
$60.1K – – –
HRC
1002
Hoertkorn Richard Charles
$59.9K – – –
LWANC
1003
Laurel Wealth Advisors (North Carolina)
North Carolina
$58.1K +$1.6K +72 +3%
HWM
1004
HighMark Wealth Management
Minnesota
$56.3K +$399 +18 +0.7%
MCM
1005
Manchester Capital Management
Vermont
$53.7K +$266 +12 +0.5%
SIS
1006
Strategic Investment Solutions
Illinois
$52.8K +$23.7K +1,068 +81%
FFA
1007
Frazier Financial Advisors
Ohio
$51.5K -$2.13K -96 -4%
AssetMark Inc
1008
AssetMark Inc
California
$50.8K -$22.5K -1,014 -31%
BL
1009
BFSG LLC
California
$49.9K +$266 +12 +0.5%
GGI
1010
Godsey & Gibb Inc
Virginia
$46.6K – – –
PS
1011
Principal Securities
Iowa
$46.6K -$38.9K -1,755 -46%
FHA
1012
First Horizon Advisors
Tennessee
$45.1K +$266 +12 +0.6%
CIAS
1013
Capital Investment Advisory Services
North Carolina
$44.4K +$11.8K +531 +36%
JFA
1014
JNBA Financial Advisors
Minnesota
$44.2K +$20K +900 +82%
GWM
1015
Geneos Wealth Management
Colorado
$43.9K +$998 +45 +2%
CFD
1016
Creative Financial Designs
Indiana
$41.3K – – –
ACA
1017
American Capital Advisory
Idaho
$41.1K -$21.4K -966 -34%
RDIA
1018
RE Dickinson Investment Advisors
Iowa
$37.9K +$133 +6 +0.4%
B
1019
Birchbrook
Maine
$36.9K – – –
MWA
1020
Moser Wealth Advisors
Washington
$36.5K +$133 +6 +0.4%
AWM
1021
Aberdeen Wealth Management
Illinois
$36.2K +$12.9K +582 +55%
MAM
1022
Marquette Asset Management
Minnesota
$35.3K -$30.7K -1,386 -47%
HGERS
1023
Householder Group Estate & Retirement Specialist
Arizona
$35K +$5.82K +267 +20%
OFG
1024
Oxford Financial Group
Indiana
$34.9K – – –
WPWM
1025
Western Pacific Wealth Management
Illinois
$34.6K +$200 +9 +0.6%
39 40
41
42 43