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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 %
GT
1101
Glenview Trust
Kentucky
– – -11,712 Closed
D.E. Shaw & Co
1102
D.E. Shaw & Co
New York
– – -11,505 Closed
ACP
1103
Aveo Capital Partners
Colorado
– – -11,010 Closed
WWS
1104
Wellington Wealth Strategies
Indiana
– – -10,638 Closed
PI
1105
PFG Investments
New York
– – -10,431 Closed
CPRC
1106
Consolidated Portfolio Review Corp
New York
– – -10,431 Closed
CA
1107
Carson Advisory
Georgia
– – -10,344 Closed
TB
1108
Treynor Bancshares
Iowa
– – -10,122 Closed
MJRIC
1109
Mogy Joel R Investment Counsel
California
– – -10,083 Closed
TWM
1110
Trevian Wealth Management
Massachusetts
– – -9,996 Closed
TWP
1111
TFO Wealth Partners
Ohio
– – -8,016 Closed
WIC
1112
Woodmont Investment Counsel
Tennessee
– – -5,988 Closed
SWS
1113
SYSTM Wealth Solutions
Illinois
– – -4,857 Closed
NIC
1114
Northwest Investment Counselors
Oregon
– – -3,129 Closed
VWA
1115
Valued Wealth Advisors
Utah
– – -3,000 Closed
IPW
1116
Impact Partnership Wealth
Georgia
– – -2,790 Closed
PAM
1117
Palisade Asset Management
Minnesota
– – -2,775 Closed
CA
1118
CoreCap Advisors
Michigan
– – -1,905 Closed
CWA
1119
Core Wealth Advisors
Florida
– – -1,335 Closed
VL
1120
Vima LLC
Michigan
– – -780 Closed
First Manhattan
1121
First Manhattan
New York
– – -639 Closed
SL
1122
Salomon & Ludwin
Virginia
– – -600 Closed
NRC
1123
New Republic Capital
North Carolina
– – -480 Closed
MIM
1124
MTM Investment Management
South Carolina
– – -402 Closed
PCM
1125
Penserra Capital Management
California
– – -381 Closed
42 43 44
45
46