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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.

New
Increased
Maintained
Reduced
Closed
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
1.89%
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
Capital Management Associates Inc
Minnesota
$37.6M
2
MF
Manchester Financial
California
$77.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$30.9M
4
WWM
WT Wealth Management
Arizona
$28M
5
IAS
IMA Advisory Services
Colorado
$18.5M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
Wealthfront Advisers
California
$1.37B
3
S
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
HT Partners
Connecticut
$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Almanack Investment Partners
Pennsylvania
$14.9M -$662K -29,865 -4%
PP
127
PrairieView Partners
Minnesota
$14.9M -$638K -28,755 -4%
LPAM
128
Lodestar Private Asset Management
California
$14.7M -$160K -7,236 -1%
PRS
129
Pinkerton Retirement Specialists
Idaho
$14.1M -$1.55M -69,963 -10%
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$14M -$86K -3,879 -0.6%
Stifel Financial
131
Stifel Financial
Missouri
$14M -$243K -10,956 -2%
RWIA
132
Roger Wittlin Investment Advisory
California
$13.6M +$84.9K +3,831 +0.6%
LW
133
Libra Wealth
California
$13.5M -$70.4K -3,174 -0.5%
SIG
134
Spinnaker Investment Group
California
$13.4M -$338K -15,255 -2%
Empower Advisory Group
135
Empower Advisory Group
Colorado
$13.2M -$425K -19,149 -3%
RJA
136
Raymond James & Associates
Florida
$13M +$1.39M +62,823 +12%
Commonwealth Equity Services
137
Commonwealth Equity Services
Massachusetts
$12.8M -$123K -5,550 -1%
IDA
138
Intelligence Driven Advisers
California
$12.7M -$242K -10,932 -2%
VAS
139
Valicenti Advisory Services
New York
$12.7M +$251K +11,334 +2%
MIA
140
Milestone Investment Advisors
Wisconsin
$12.6M -$300K -13,527 -2%
CAM
141
Cresset Asset Management
Illinois
$12.5M +$5.75M +259,356 +85%
ACA
142
Aptus Capital Advisors
Alabama
$12.5M +$12.3M +1,668,006 +6,851%
Envestnet Portfolio Solutions
143
Envestnet Portfolio Solutions
Illinois
$12.5M -$606K -27,309 -5%
WAM
144
Weinberger Asset Management
California
$12.5M +$306K +13,812 +3%
BIP
145
Blue Investment Partners
California
$12.5M +$651K +29,376 +6%
VCP
146
Vista Capital Partners
Oregon
$12.4M -$183K -8,274 -1%
BDFN
147
Bond & Devick Financial Network
Minnesota
$12.4M +$3.41M +154,008 +38%
PCM
148
Passive Capital Management
Maryland
$12.1M -$206K -9,288 -2%
GFS
149
GYL Financial Synergies
Connecticut
$11.8M +$435K +19,596 +4%
CPIG
150
Chicago Partners Investment Group
Illinois
$11.8M +$8.16M +1,096,158 +225%
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