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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 %
EW
1076
Element Wealth
Mississippi
$5.7K 258 +39 +18%
SMA
1077
Sage Mountain Advisors
Georgia
$4.72K 213 – –
DAM
1078
Delta Asset Management
Tennessee
$4.46K 201 – –
BBHC
1079
Brown Brothers Harriman & Co
New York
$3.99K 180 – –
RP
1080
Rice Partnership
Hawaii
$3.64K 165 – –
NC
1081
NewSquare Capital
Pennsylvania
$3.33K 150 – –
NB
1082
NBT Bank
New York
$2.83K 126 – –
FGC
1083
Financial Gravity Companies
Texas
$2.73K 123 +123 New
HCP
1084
Hexagon Capital Partners
Arkansas
$2.68K 120 -3 -2%
SFCL
1085
Strengthening Families & Communities LLC
Massachusetts
$2.01K 90 – –
KHC
1086
Koesten Hirschmann & Crabtree
Kansas
$1.86K 84 +84 New
AWM
1087
AllSquare Wealth Management
New York
$1.46K 66 – –
WCM
1088
Weaver Capital Management
Georgia
$666 30 – –
SIS
1089
Sound Income Strategies
Florida
$665 30 – –
HGA
1090
Hobbs Group Advisors
South Carolina
$665 30 – –
RWA
1091
Redmont Wealth Advisors
Illinois
$439 21 – –
RDFA
1092
Ritter Daniher Financial Advisory
Ohio
$400 18 +12 +200%
AT
1093
Arlington Trust
Alabama
$399 18 – –
CAM
1094
Clio Asset Management
Virginia
$333 15 +15 New
AIM
1095
Aurora Investment Managers
Florida
$277 12,510 -48 -0.4%
GEA
1096
Glen Eagle Advisors
New Jersey
$266 12 – –
IA
1097
IFS Advisors
Kansas
– – – –
S
1098
Sunpointe
Missouri
– – -1,239,945 Closed
OIM
1099
Opus Investment Management
Massachusetts
– – -105,720 Closed
SW
1100
SVB Wealth
Massachusetts
– – -101,946 Closed
42 43
44
45 46