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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 %
LIM
151
Leavell Investment Management
Alabama
$10.3M +$346K +16,467 +3%
TA
152
TPG Advisors
Illinois
$10.3M +$10.3M +492,150 New
EFG
153
Everhart Financial Group
Ohio
$10.3M -$33K -1,575 -0.3%
AFG
154
Atomi Financial Group
New York
$10.2M -$160K -7,635 -2%
CPIG
155
Chicago Partners Investment Group
Illinois
$10.2M +$864K +41,106 +9%
TCM
156
Towercrest Capital Management
Pennsylvania
$10.1M -$385K -18,381 -4%
AWMG
157
Alliance Wealth Management Group
New Jersey
$10.1M -$385K -18,381 -4%
MWA
158
Motive Wealth Advisors
Michigan
$10.1M – – –
BWL
159
Beacon Wealthcare LLC
North Carolina
$10M -$85.8K -4,092 -0.8%
DBRC
160
D.B. Root & Company
Pennsylvania
$10M +$207K +9,900 +2%
RMC
161
Regis Management Company
California
$9.99M – – –
KAS
162
Kestra Advisory Services
Texas
$9.96M +$8.58M +416,379 +621%
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$9.93M +$1.37M +65,610 +16%
HCA
164
Horan Capital Advisors
Ohio
$9.69M +$343K +16,356 +4%
ZF
165
Zhang Financial
Michigan
$9.62M +$34.5K +1,644 +0.4%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$9.59M -$69.7K -3,327 -0.7%
SFA
167
Sequoia Financial Advisors
Ohio
$9.58M -$175K -8,361 -2%
PCIA
168
Prime Capital Investment Advisors
Kansas
$9.5M -$480K -22,920 -5%
RIM
169
Rockbridge Investment Management
New York
$9.5M -$360K -17,199 -4%
IA
170
IFP Advisors
Florida
$9.49M +$520K +24,828 +6%
WPW
171
Waldron Private Wealth
Pennsylvania
$9.46M – – –
TA
172
TruWealth Advisors
Louisiana
$9.39M -$23.1K -1,104 -0.2%
EE
173
EWG Elevate
California
$9.29M -$182K -8,697 -2%
SWM
174
SigFig Wealth Management
California
$9.23M +$323K +19,614 +4%
AA
175
Apriem Advisors
California
$8.83M -$6.29K -300 -0.1%
5 6
7
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