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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.

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
1.9%
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 Market Value Shares Shares
Change 		Shares
Change %
RWM
1051
Reston Wealth Management
Virginia
$17K 768 +768 New
RF
1052
Robbins Farley
New Hampshire
$16.4K 738 – –
FP
1053
Financial Perspectives
Minnesota
$15.8K 711 +3 +0.4%
PPA
1054
Painted Porch Advisors
California
$15.6K 702 +330 +89%
KFI
1055
Key Financial Inc
Pennsylvania
$14K 633 – –
IF
1056
Integrity Financial
Wyoming
$13.9K 627 +3 +0.5%
HT
1057
Headlands Technologies
Illinois
$13.8K 621 +621 New
AFS
1058
Annapolis Financial Services
Maryland
$13.6K 612 – –
WT
1059
Washington Trust
Rhode Island
$12.5K 564 – –
AW
1060
Avion Wealth
Texas
$11K 501 +3 +0.6%
WWM
1061
Wolff Wiese Magana
California
$10.9K 492 +492 New
OIA
1062
Optimum Investment Advisors
Illinois
$10.8K 486 +486 New
CAM
1063
Costello Asset Management
Pennsylvania
$10.6K 480 -15 -3%
NRC
1064
New Republic Capital
North Carolina
$10.6K 480 +480 New
GWSG
1065
GPS Wealth Strategies Group
Colorado
$9.98K 450 – –
BAM
1066
Bellevue Asset Management
Washington
$9.31K 420 – –
MIM
1067
Macroview Investment Management
Maryland
$8.78K 396 -6 -1%
FFL
1068
Financial Freedom LLC
Ohio
$8.46K 381 +3 +0.8%
GWP
1069
Gen-Wealth Partners
Michigan
$7.39K 987 +702 +246%
CMA
1070
Cedar Mountain Advisors
Oregon
$7.09K 321 +3 +0.9%
CTA
1071
Colonial Trust Advisors
South Carolina
$6.92K 312 – –
BMC
1072
Bear Mountain Capital
Washington
$6.39K 855 +282 +49%
AA
1073
Addison Advisors
Vermont
$6.12K 276 – –
IBOK
1074
Independence Bank of Kentucky
Kentucky
$5.85K 264 +264 New
CJH
1075
Christopher J. Hasenberg
Wisconsin
$5.84K 264 – –
41 42
43
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