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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 %
MSFS
201
Main Street Financial Solutions
Pennsylvania
$7.29M -$7.67K -366 -0.1%
JWA
202
JFS Wealth Advisors
Pennsylvania
$7.26M +$582K +27,789 +9%
CFMC
203
Curbstone Financial Management Corp
New Hampshire
$7.26M -$154K -7,350 -2%
JIC
204
Johnson Investment Counsel
Ohio
$7.18M +$631K +30,093 +10%
OFG
205
Orcam Financial Group
California
$6.89M -$91.2K -4,350 -1%
JPLA
206
Joseph P. Lucia & Associates
New York
$6.53M +$740K +35,301 +13%
CAM
207
Cresset Asset Management
Illinois
$6.44M +$341K +16,248 +6%
BIP
208
Blueprint Investment Partners
North Carolina
$6.38M -$343K -16,359 -5%
AIA
209
Arcadia Investment Advisors
Idaho
$6.3M -$53.1K -2,532 -0.8%
DWM
210
Destination Wealth Management
California
$6.26M -$192K -9,159 -3%
VA
211
Valmark Advisers
Ohio
$6.19M +$97.5K +4,653 +2%
CFO
212
CVA Family Office
Colorado
$6.19M -$103K -4,929 -2%
BA
213
Ballast Advisors
Minnesota
$5.93M -$4.21K -201 -0.1%
WBCM
214
Wilson & Boucher Capital Management
California
$5.88M +$296K +14,145 +5%
EFN
215
Equita Financial Network
Pennsylvania
$5.86M -$1.14M -54,618 -16%
LJAC
216
L.J. Altfest & Co
New York
$5.83M +$55.9K +2,667 +1%
WKWM
217
Walter & Keenan Wealth Management
Indiana
$5.75M -$14.1K -675 -0.2%
FWM
218
FFT Wealth Management
Pennsylvania
$5.65M -$403K -19,242 -7%
SFA
219
Souders Financial Advisors
Ohio
$5.61M +$391K +18,669 +8%
WFA
220
Wade Financial Advisory
California
$5.56M -$10.1K -480 -0.2%
PMG
221
ProVise Management Group
Florida
$5.54M -$80.9K -3,858 -1%
MPI
222
Mairs & Power Inc
Minnesota
$5.52M -$91K -4,344 -2%
BA
223
Brightwater Advisory
Florida
$5.51M +$232K +11,070 +4%
BSW
224
Buckingham Strategic Wealth
Missouri
$5.46M -$31.1K -1,485 -0.6%
AQR Capital Management
225
AQR Capital Management
Connecticut
$5.39M +$64.5K +3,078 +1%
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