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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 %
SF
101
Schaeffer Financial
Maryland
$18.9M 854,622 +6,969 +0.8%
WC
102
Wynn Capital
Georgia
$18.9M 854,022 +22,020 +3%
MFGP
103
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.8M 849,396 -39,498 -4%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$18.8M 849,351 +121,512 +17%
Goldman Sachs
105
Goldman Sachs
New York
$18.7M 843,294 -412,449 -33%
HI
106
Harbour Investments
Wisconsin
$18.6M 840,108 +7,977 +1%
IAS
107
IMA Advisory Services
Colorado
$18.5M 832,218 +832,218 New
TW
108
TrinityPoint Wealth
Connecticut
$18.2M 822,465 -8,079 -1%
SI
109
Stonekeep Investments
New Mexico
$17.8M 804,474 -3,345 -0.4%
TWM
110
Tradition Wealth Management
Minnesota
$17.8M 800,667 -6,465 -0.8%
GVAG
111
Great Valley Advisor Group
Delaware
$17.7M 796,437 -86,235 -10%
Corient Private Wealth
112
Corient Private Wealth
Florida
$17.5M 788,235 +32,316 +4%
MAS
113
Madden Advisory Services
Florida
$17.2M 777,636 -25,770 -3%
SFC
114
SYM Financial Corp
Indiana
$17.2M 776,400 +399 +0.1%
AA
115
Ashford Advisors
New York
$17.1M 770,166 – –
RBC
116
Roble Belko & Company
Pennsylvania
$17.1M 769,197 -4,248 -0.5%
JWS
117
Juncture Wealth Strategies
Arizona
$16.9M 759,996 -16,263 -2%
JJBC
118
James J. Burns & Company
New York
$16.6M 750,591 +19,080 +3%
TWM
119
Tanglewood Wealth Management
Texas
$16.5M 745,536 -16,470 -2%
EI
120
Ellevest Inc
New York
$16.1M 726,780 -119,922 -14%
ECM
121
Elgethun Capital Management
South Dakota
$16M 723,777 -1,140 -0.2%
DW
122
Dodds Wealth
Colorado
$15.2M 2,056,284 +1,402,011 +214%
TW
123
Transform Wealth
Colorado
$15.1M 683,043 +33,159 +5%
DCM
124
Davis Capital Management
Florida
$15.1M 682,638 +39,660 +6%
CKAIS
125
Christensen King & Associates Investment Services
Washington
$15M 676,449 -17,415 -3%
3 4
5
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