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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.

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
1
Accredited Investors
Minnesota
$101M
2
S
2
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.3M
4
SG
4
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
5
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.33B
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
FSA
5
Financial Services Advisory
Maryland
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
1051
Colonial Trust Advisors
South Carolina
$6.54K -$13.6K -648 -68%
GWP
1052
Gen-Wealth Partners
Michigan
$5.98K +$629 +30 +12%
AA
1053
Addison Advisors
Vermont
$5.79K – – –
CJH
1054
Christopher J. Hasenberg
Wisconsin
$5.53K – – –
EW
1055
Element Wealth
Mississippi
$4.6K – – –
SMA
1056
Sage Mountain Advisors
Georgia
$4.46K – – –
DAM
1057
Delta Asset Management
Tennessee
$4.19K – – –
CP
1058
Castleview Partners
Texas
$4.15K -$1.82K -87 -31%
WBC
1059
West Branch Capital
Massachusetts
$3.8K – – –
BBHC
1060
Brown Brothers Harriman & Co
New York
$3.77K – – –
HFA
1061
Hershey Financial Advisers
Pennsylvania
$3.58K +$3.58K +171 New
RP
1062
Rice Partnership
Hawaii
$3.44K – – –
NC
1063
NewSquare Capital
Pennsylvania
$3.14K – – –
NB
1064
NBT Bank
New York
$2.67K – – –
HCP
1065
Hexagon Capital Partners
Arkansas
$2.52K +$61 +3 +3%
PWMG
1066
Private Wealth Management Group
New Jersey
$2.52K – – –
SFCL
1067
Strengthening Families & Communities LLC
Massachusetts
$2K +$2K +90 New
AWM
1068
AllSquare Wealth Management
New York
$1.38K – – –
IC
1069
Innealta Capital
Texas
$1.26K +$1.26K +60 New
GI
1070
Gradient Investments
Minnesota
$629 – – –
WCM
1071
Weaver Capital Management
Georgia
$629 – – –
SIS
1072
Sound Income Strategies
Florida
$629 – – –
HGA
1073
Hobbs Group Advisors
South Carolina
$629 +$629 +30 New
RWA
1074
Redmont Wealth Advisors
Illinois
$413 – – –
AT
1075
Arlington Trust
Alabama
$377 – – –
41 42
43
44 45