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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 %
WPW
176
Waldron Private Wealth
Pennsylvania
$9.98M – – –
ZF
177
Zhang Financial
Michigan
$9.94M -$235K -10,581 -2%
TA
178
TruWealth Advisors
Louisiana
$9.92M -$16.2K -729 -0.2%
RJFSA
179
Raymond James Financial Services Advisors
Florida
$9.75M +$670K +30,204 +7%
TFF
180
The Family Firm
Maryland
$9.49M +$291K +38,736 +3%
AllianceBernstein
181
AllianceBernstein
Tennessee
$9.33M +$4.25M +191,634 +84%
PFM
182
Peak Financial Management
Massachusetts
$9.33M +$260K +11,724 +3%
FOA
183
Five Oceans Advisors
California
$9.26M -$10.1K -456 -0.1%
AA
184
Apriem Advisors
California
$9.25M -$96.1K -4,332 -1%
Ameriprise
185
Ameriprise
Minnesota
$9.16M +$22K +993 +0.2%
SWM
186
SigFig Wealth Management
California
$8.95M -$101K -6,219 -1%
PF
187
Prosperitas Financial
California
$8.94M +$680K +30,687 +8%
RF
188
RHS Financial
California
$8.91M -$199K -8,967 -2%
SSWM
189
Sheets Smith Wealth Management
North Carolina
$8.74M -$169K -7,611 -2%
EFG
190
Embree Financial Group
Illinois
$8.66M +$151K +6,822 +2%
BF
191
Brooklyn FI
New York
$8.63M +$464K +20,928 +6%
LCM
192
Liberty Capital Management
Michigan
$8.6M -$12.6K -570 -0.1%
SHJ
193
Sharkey, Howes & Javer
Colorado
$8.55M -$488K -22,014 -5%
RIM
194
Rockbridge Investment Management
New York
$8.5M -$1.55M -69,945 -15%
SA
195
SRH Advisors
Kansas
$8.37M +$91.8K +4,140 +1%
NA
196
NewEdge Advisors
Louisiana
$8.3M +$353K +15,912 +4%
PP
197
Pegasus Partners
Wisconsin
$8.25M -$52.4K -2,361 -0.6%
FT
198
Fiduciary Trust
Massachusetts
$8.19M -$117K -5,277 -1%
ICM
199
Islay Capital Management
Texas
$8.02M +$147K +6,645 +2%
MGIA
200
Moneta Group Investment Advisors
Missouri
$8M +$6.64M +897,780 +487%
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