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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 Market Value Shares Shares
Change 		Shares
Change %
GEA
1076
Glen Eagle Advisors
New Jersey
$251 12 – –
RDFA
1077
Ritter Daniher Financial Advisory
Ohio
$126 6 – –
FGAM
1078
Financial Gravity Asset Management
Texas
$63 3 -993 -100%
IA
1079
IFS Advisors
Kansas
– – – –
OFS
1080
OneAscent Financial Services
Alabama
– – -210,678 Closed
Susquehanna International Group
1081
Susquehanna International Group
Pennsylvania
– – -189,459 Closed
BP
1082
BBR Partners
New York
– – -159,396 Closed
PPP
1083
Private Portfolio Partners
New Jersey
– – -138,963 Closed
BWM
1084
BCS Wealth Management
Tennessee
– – -117,984 Closed
SWM
1085
Soundmark Wealth Management
Washington
– – -82,497 Closed
GM
1086
GeoWealth Management
Illinois
– – -47,886 Closed
TCMP
1087
Thrive Capital Management (Pennsylvania)
Pennsylvania
– – -44,988 Closed
LNC
1088
Lincoln National Corp
Pennsylvania
– – -34,041 Closed
CBFP
1089
Cedar Brook Financial Partners
Ohio
– – -33,066 Closed
CSIA
1090
Charles Schwab Investment Advisory
California
– – -30,642 Closed
AC
1091
Abbrea Capital
California
– – -28,689 Closed
RL
1092
Retireful LLC
Michigan
– – -27,225 Closed
RWM
1093
Rockwood Wealth Management
Pennsylvania
– – -24,360 Closed
PS
1094
Portfolio Strategies
New York
– – -23,157 Closed
NL
1095
NWAM LLC
Washington
– – -21,612 Closed
RVPG
1096
Relative Value Partners Group
– – -20,523 Closed
OWM
1097
OneAscent Wealth Management
Alabama
– – -20,022 Closed
EW
1098
Evoke Wealth
California
– – -19,998 Closed
EF
1099
Empowered Funds
Pennsylvania
– – -19,674 Closed
OIA
1100
Optimum Investment Advisors
Illinois
– – -15,192 Closed
42 43
44
45 46