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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 %
SFA
151
Sequoia Financial Advisors
Ohio
$11.7M +$1.59M +71,802 +16%
OWM
152
Opes Wealth Management
California
$11.7M +$138K +6,210 +1%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$11.6M -$878K -39,582 -7%
IF
154
Intrua Financial
Texas
$11.4M -$552K -24,876 -5%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$11.4M +$883K +39,819 +8%
WANY
156
Wealthspire Advisors (New York)
New York
$11.3M +$7.19M +324,240 +174%
CHA
157
Carmichael Hill & Associates
Maryland
$11.3M +$217K +9,774 +2%
BRWA
158
B. Riley Wealth Advisors
Florida
$11.3M -$102K -4,644 -0.9%
MWM
159
Meridian Wealth Management
Kentucky
$11M +$11M +495,243 New
LIM
160
Leavell Investment Management
Alabama
$11M +$67.1K +3,024 +0.6%
AFG
161
Atomi Financial Group
New York
$10.9M +$26.1K +1,176 +0.2%
TA
162
TPG Advisors
Illinois
$10.8M -$119K -5,358 -1%
EFG
163
Everhart Financial Group
Ohio
$10.8M -$59.3K -2,676 -0.5%
DBRC
164
D.B. Root & Company
Pennsylvania
$10.7M +$141K +6,366 +1%
TCM
165
Towercrest Capital Management
Pennsylvania
$10.6M -$89K -4,014 -0.8%
AWMG
166
Alliance Wealth Management Group
New Jersey
$10.6M -$89K -4,014 -0.8%
MWP
167
Madison Wealth Partners
Wisconsin
$10.6M +$2.13M +95,856 +25%
KAS
168
Kestra Advisory Services
Texas
$10.6M -$168K -7,563 -2%
Lido Advisors
169
Lido Advisors
California
$10.4M -$1.19M -53,709 -10%
HCA
170
Horan Capital Advisors
Ohio
$10.3M +$66.1K +2,979 +0.6%
BWL
171
Beacon Wealthcare LLC
North Carolina
$10.3M -$336K -15,138 -3%
PCIA
172
Prime Capital Investment Advisors
Kansas
$10.1M +$58.6K +2,643 +0.6%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$10.1M -$85.9K -3,876 -0.8%
MWA
174
Motive Wealth Advisors
Michigan
$10.1M – – –
IA
175
IFP Advisors
Florida
$9.99M -$44.4K -2,004 -0.4%
5 6
7
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