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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
Accredited Investors
Minnesota
$101M
2
S
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
Goldman Sachs
New York
$26.3M
4
SG
Strid Group
Pennsylvania
$173M
5
Morgan Stanley
Morgan Stanley
New York
$67.5M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.33B
3
RPGK
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$22.8M
5
FSA
Financial Services Advisory
Maryland
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
126
Davis Capital Management
Florida
$13.5M +$405K +19,314 +3%
Stifel Financial
127
Stifel Financial
Missouri
$13.4M -$269K -12,825 -2%
BBPWM
128
Blue Bell Private Wealth Management
Pennsylvania
$13.3M -$164K -7,839 -1%
SIG
129
Spinnaker Investment Group
California
$13M -$418K -19,923 -3%
Empower Advisory Group
130
Empower Advisory Group
Colorado
$12.9M +$547K +26,088 +4%
LW
131
Libra Wealth
California
$12.8M -$73.1K -3,489 -0.6%
RWIA
132
Roger Wittlin Investment Advisory
California
$12.8M +$936K +44,667 +8%
FSA
133
Financial Services Advisory
Maryland
$12.4M -$13.6M -648,888 -52%
Envestnet Portfolio Solutions
134
Envestnet Portfolio Solutions
Illinois
$12.4M -$1.07M -51,090 -8%
IDA
135
Intelligence Driven Advisers
California
$12.3M -$262K -12,525 -2%
MIA
136
Milestone Investment Advisors
Wisconsin
$12.2M -$700K -33,384 -5%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$12.2M +$167K +7,956 +1%
VCP
138
Vista Capital Partners
Oregon
$11.9M -$387K -18,444 -3%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$11.8M +$8.16M +389,187 +222%
VAS
140
Valicenti Advisory Services
New York
$11.7M -$35.3K -1,683 -0.3%
PCM
141
Passive Capital Management
Maryland
$11.6M -$44.1K -2,106 -0.4%
WAM
142
Weinberger Asset Management
California
$11.5M -$242K -11,538 -2%
IF
143
Intrua Financial
Texas
$11.3M -$6.18M -294,924 -35%
BIP
144
Blue Investment Partners
California
$11.2M +$383K +18,291 +4%
Lido Advisors
145
Lido Advisors
California
$11M +$139K +6,588 +1%
RJA
146
Raymond James & Associates
Florida
$10.9M +$91.7K +4,377 +0.8%
OWM
147
Opes Wealth Management
California
$10.9M -$418K -19,926 -4%
BRWA
148
B. Riley Wealth Advisors
Florida
$10.9M +$279K +13,275 +3%
GFS
149
GYL Financial Synergies
Connecticut
$10.8M -$649K -30,969 -6%
CHA
150
Carmichael Hill & Associates
Maryland
$10.5M +$118K +5,646 +1%
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6
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