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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 %
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$7.9M -$116K -5,238 -1%
JFG
202
JMG Financial Group
Illinois
$7.82M -$69.9K -3,153 -0.9%
JIC
203
Johnson Investment Counsel
Ohio
$7.71M +$110K +4,956 +1%
MSS
204
Mitchell Sinkler & Starr
Pennsylvania
$7.62M -$270K -12,162 -3%
MSFS
205
Main Street Financial Solutions
Pennsylvania
$7.43M -$285K -12,858 -4%
VFIC
206
Valley Forge Investment Consultants
Pennsylvania
$7.43M -$1.41M -63,387 -16%
JWA
207
JFS Wealth Advisors
Pennsylvania
$7.36M -$330K -14,874 -4%
JPLA
208
Joseph P. Lucia & Associates
New York
$7.35M +$443K +19,986 +6%
CFMC
209
Curbstone Financial Management Corp
New Hampshire
$7.34M -$339K -15,300 -4%
OFG
210
Orcam Financial Group
California
$7.33M +$35.5K +1,599 +0.5%
BIP
211
Blueprint Investment Partners
North Carolina
$7.16M +$417K +18,786 +6%
Tudor Investment Corp
212
Tudor Investment Corp
Connecticut
$6.83M +$5.39M +243,252 +375%
CFO
213
CVA Family Office
Colorado
$6.73M +$185K +8,331 +3%
VA
214
Valmark Advisers
Ohio
$6.65M +$96.1K +4,335 +1%
AIA
215
Arcadia Investment Advisors
Idaho
$6.55M -$112K -5,064 -2%
DWM
216
Destination Wealth Management
California
$6.55M -$77K -3,474 -1%
AIM
217
AHL Investment Management
Florida
$6.39M +$844K +38,061 +15%
FA
218
Fagan Associates
New York
$6.37M +$865K +38,991 +16%
WBCM
219
Wilson & Boucher Capital Management
California
$6.26M +$38.2K +1,725 +0.6%
FWM
220
FFT Wealth Management
Pennsylvania
$6.24M +$271K +12,204 +5%
EFN
221
Equita Financial Network
Pennsylvania
$6.23M +$30K +1,353 +0.5%
WKWM
222
Walter & Keenan Wealth Management
Indiana
$6.13M +$37.2K +1,677 +0.6%
BA
223
Ballast Advisors
Minnesota
$6.04M -$226K -10,194 -4%
SFA
224
Souders Financial Advisors
Ohio
$6.03M +$96.5K +4,350 +2%
PMG
225
ProVise Management Group
Florida
$5.93M +$72.6K +3,273 +1%
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