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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 %
FIM
1101
Freedom Investment Management
Connecticut
– – -77,052 Closed
SGCA
1102
Steel Grove Capital Advisors
Tennessee
– – -47,655 Closed
SA
1103
SpiderRock Advisors
Delaware
– – -46,446 Closed
MS
1104
Madden Securities
Texas
– – -45,723 Closed
FFO
1105
Fiduciary Family Office
Florida
– – -42,918 Closed
VCM
1106
Virtue Capital Management
Tennessee
– – -39,870 Closed
QC
1107
Quadrature Capital
United Kingdom
– – -33,888 Closed
Renaissance Technologies
1108
Renaissance Technologies
New York
– – -33,600 Closed
Charles Schwab
1109
Charles Schwab
California
– – -33,510 Closed
WCM
1110
Wealthcare Capital Management
Virginia
– – -29,076 Closed
SIG
1111
Stonegate Investment Group
Alabama
– – -27,510 Closed
HOWA
1112
Heritage Oak Wealth Advisors
Florida
– – -24,453 Closed
AFG
1113
ABLE Financial Group
Arizona
– – -20,595 Closed
TCM
1114
Traynor Capital Management
Pennsylvania
– – -15,144 Closed
ANB
1115
Amarillo National Bank
Texas
– – -12,732 Closed
AI
1116
Atria Investments
North Carolina
– – -11,820 Closed
OPWM
1117
Oxinas Partners Wealth Management
Indiana
– – -11,787 Closed
Marshall Wace
1118
Marshall Wace
United Kingdom
– – -11,502 Closed
RIA
1119
Regal Investment Advisors
Michigan
– – -10,263 Closed
QWM
1120
Quadcap Wealth Management
Texas
– – -9,930 Closed
1CP
1121
17 Capital Partners
Arizona
– – -9,654 Closed
WIA
1122
Wetzel Investment Advisors
Indiana
– – -7,800 Closed
IAIM
1123
International Assets Investment Management
Florida
– – -5,976 Closed
BNP Paribas Financial Markets
1124
BNP Paribas Financial Markets
France
– – -4,494 Closed
TSWM
1125
Tyler-Stone Wealth Management
Ohio
– – -4,380 Closed
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