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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 %
NG
1026
NWK Group
California
$34.2K – – –
GI
1027
GAMMA Investing
California
$32.1K – – –
HWM
1028
Hemington Wealth Management
Virginia
$32K +$32K +4,482 New
GFPC
1029
Global Financial Private Client
Florida
$29.5K – – –
NRG
1030
Nemes Rush Group
Michigan
$29.1K -$244 -12 -0.8%
AFG
1031
Albion Financial Group
Utah
$27.9K – – –
JGIA
1032
Jackson Grant Investment Advisers
Connecticut
$27.6K +$67 +3 +0.2%
BCMLT
1033
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.9K – – –
FPF
1034
First Pacific Financial
Washington
$26.5K +$26.5K +1,194 New
JFGIW
1035
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$26.4K – – –
WAG
1036
Wiser Advisor Group
Arizona
$26K +$133 +6 +0.5%
MCA
1037
Maryland Capital Advisors
Maryland
$25.7K – – –
BCM
1038
Blume Capital Management
California
$24.6K – – –
SAM
1039
Smartleaf Asset Management
Massachusetts
$24.5K +$10.1K +459 +71%
UCI
1040
Uncommon Cents Investing
Wisconsin
$24.4K +$24.4K +1,098 New
SIM
1041
Studio Investment Management
Illinois
$24.2K – – –
GWSA
1042
Global Wealth Strategies & Associates
Colorado
$23.6K – – –
TRCT
1043
Tower Research Capital (TRC)
New York
$22K +$12.1K +546 +123%
LC
1044
Lindbrook Capital
California
$21.8K – – –
TAM
1045
Tucker Asset Management
Colorado
$21.8K +$266 +12 +1%
FCAS
1046
First Command Advisory Services
Texas
$21.6K +$21.6K +972 New
BHWM
1047
Beaird Harris Wealth Management
Texas
$20.5K – – –
RIL
1048
Rothschild Investment LLC
Illinois
$19.7K – – –
OW
1049
Olistico Wealth
Oklahoma
$19.7K -$53.9K -2,424 -73%
TFM
1050
TFC Financial Management
Massachusetts
$18.1K – – –
40 41
42
43 44