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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.

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
1
Accredited Investors
Minnesota
$101M
2
S
2
Sunpointe
Missouri
$26.1M
3
Goldman Sachs
3
Goldman Sachs
New York
$26.3M
4
SI
4
Stonekeep Investments
New Mexico
$16.9M
5
SG
5
Strid Group
Pennsylvania
$173M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$30.1M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.33B
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$114M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$22.8M
5
FSA
5
Financial Services Advisory
Maryland
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.33B 21,170,646 -727,975 -3%
Betterment LLC
2
Betterment LLC
New York
$388M 6,171,023 -145,289 -2%
SCM
3
SCS Capital Management
Massachusetts
$245M 3,893,095 -124,114 -3%
R
4
Rebalance
California
$230M 3,656,627 +55,848 +2%
EK
5
Evensky & Katz
Florida
$208M 3,302,850 -92,165 -3%
HCM
6
Hengehold Capital Management
Ohio
$190M 3,017,217 -4,685 -0.2%
SG
7
Strid Group
Pennsylvania
$173M 2,752,877 +195,347 +8%
BFG
8
Bouchey Financial Group
New York
$160M 2,548,725 +108,050 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$155M 2,469,145 +70,558 +3%
HWM
10
HB Wealth Management
Georgia
$141M 2,239,313 -31,783 -1%
HP
11
HT Partners
Connecticut
$141M 2,238,817 +5,890 +0.3%
EA
12
Evergreen Advisors
Tennessee
$137M 2,182,804 +21,357 +1%
CC
13
Callan Capital
California
$128M 2,041,858 +16,998 +0.8%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$122M 1,937,609 +16,407 +0.9%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$114M 1,813,286 -262,770 -13%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$110M 1,751,148 +42,016 +2%
AI
17
Accredited Investors
Minnesota
$101M 1,611,625 +575,019 +55%
HWA
18
HHM Wealth Advisors
Tennessee
$95.6M 1,520,780 -9,004 -0.6%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$93.5M 1,486,660 +26,035 +2%
SFS
20
Summit Financial Strategies
Ohio
$88M 1,399,541 +31,623 +2%
TCM
21
TruNorth Capital Management
Michigan
$81.9M 1,302,430 +10,378 +0.8%
National Bank of Canada
22
National Bank of Canada
Quebec, Canada
$78.6M 1,247,764 -64,720 -5%
Mariner
23
Mariner
Kansas
$78.1M 1,242,568 +19,983 +2%
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$68.2M 1,064,494 +18,059 +2%
BP
25
Ballentine Partners
Massachusetts
$67.9M 1,080,204 -20,292 -2%
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