SCHB icon

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 %
FOA
176
Five Oceans Advisors
California
$8.76M -$389K -18,558 -4%
Ameriprise
177
Ameriprise
Minnesota
$8.64M -$115K -5,502 -1%
RF
178
RHS Financial
California
$8.61M -$172K -8,187 -2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$8.58M -$239K -11,427 -3%
PFM
180
Peak Financial Management
Massachusetts
$8.57M +$286K +13,668 +3%
SHJ
181
Sharkey, Howes & Javer
Colorado
$8.54M -$531K -25,329 -6%
BDFN
182
Bond & Devick Financial Network
Minnesota
$8.48M +$68.8K +3,285 +0.8%
SSWM
183
Sheets Smith Wealth Management
North Carolina
$8.42M +$352K +16,812 +4%
VFIC
184
Valley Forge Investment Consultants
Pennsylvania
$8.35M -$189 -9 -0%
TFF
185
The Family Firm
Maryland
$8.17M +$5.8M +869,703 +245%
LCM
186
Liberty Capital Management
Michigan
$8.14M +$970K +46,278 +14%
EFG
187
Embree Financial Group
Illinois
$8.04M +$3.33K +159 +0%
MWP
188
Madison Wealth Partners
Wisconsin
$7.99M +$563K +26,865 +8%
FT
189
Fiduciary Trust
Massachusetts
$7.86M +$4.14M +197,370 +111%
PP
190
Pegasus Partners
Wisconsin
$7.85M -$205K -9,804 -3%
CPG
191
Custom Portfolio Group
Colorado
$7.83M -$63K -2,997 -0.8%
SA
192
SRH Advisors
Kansas
$7.82M +$6.04K +288 +0.1%
PF
193
Prosperitas Financial
California
$7.81M -$990K -47,229 -11%
BF
194
Brooklyn FI
New York
$7.71M +$1.19M +56,625 +18%
MSS
195
Mitchell Sinkler & Starr
Pennsylvania
$7.6M +$1.28M +59,880 +20%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$7.58M +$392K +18,681 +5%
NA
197
NewEdge Advisors
Louisiana
$7.51M +$421K +20,067 +6%
JFG
198
JMG Financial Group
Illinois
$7.45M -$138K -6,591 -2%
ICM
199
Islay Capital Management
Texas
$7.44M -$536K -25,572 -7%
SCM
200
Spreng Capital Management
Ohio
$7.4M -$682K -32,553 -8%
6 7
8
9 10