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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
MWP
101
Meridian Wealth Partners
Pennsylvania
$17.9M +$874K +41,712 +5%
SF
102
Schaeffer Financial
Maryland
$17.8M -$245K -11,670 -1%
EI
103
Ellevest Inc
New York
$17.7M -$273K -13,038 -2%
HI
104
Harbour Investments
Wisconsin
$17.4M +$678K +32,376 +4%
WC
105
Wynn Capital
Georgia
$17.4M +$612K +29,208 +4%
TW
106
TrinityPoint Wealth
Connecticut
$17.4M +$75.9K +3,624 +0.4%
SI
107
Stonekeep Investments
New Mexico
$16.9M +$16.9M +807,819 New
TWM
108
Tradition Wealth Management
Minnesota
$16.9M +$193K +9,225 +1%
MAS
109
Madden Advisory Services
Florida
$16.8M +$49.9K +2,382 +0.3%
JWS
110
Juncture Wealth Strategies
Arizona
$16.3M +$625K +29,805 +4%
SFC
111
SYM Financial Corp
Indiana
$16.3M -$943 -45 -0%
RBC
112
Roble Belko & Company
Pennsylvania
$16.2M -$656K -31,281 -4%
AA
113
Ashford Advisors
New York
$16.1M – – –
TWM
114
Tanglewood Wealth Management
Texas
$16M -$198K -9,447 -1%
Corient Private Wealth
115
Corient Private Wealth
Florida
$15.9M -$14.7K -699 -0.1%
JJBC
116
James J. Burns & Company
New York
$15.3M +$5.49M +262,056 +56%
Fidelity Investments
117
Fidelity Investments
Massachusetts
$15.3M +$3.27M +155,874 +27%
ECM
118
Elgethun Capital Management
South Dakota
$15.2M -$275K -13,101 -2%
PRS
119
Pinkerton Retirement Specialists
Idaho
$14.8M -$6.53M -311,436 -31%
AIP
120
Almanack Investment Partners
Pennsylvania
$14.8M -$176K -8,412 -1%
PP
121
PrairieView Partners
Minnesota
$14.7M -$265K -12,627 -2%
CKAIS
122
Christensen King & Associates Investment Services
Washington
$14.5M -$195K -9,294 -1%
LPAM
123
Lodestar Private Asset Management
California
$14M -$689K -32,883 -5%
DW
124
Dodds Wealth
Colorado
$14M +$2.15M +100,512 +18%
TW
125
Transform Wealth
Colorado
$13.7M +$1.16M +55,230 +9%
3 4
5
6 7