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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.

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
1.9%
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
1
Capital Management Associates Inc
Minnesota
$37.6M
2
GWM
2
Global Wealth Management
New Jersey
$23.5M
3
MF
3
Manchester Financial
California
$77.1M
4
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$30.9M
5
WWM
5
WT Wealth Management
Arizona
$28M

Top Sellers

1
SFC
1
Strategic Financial Concepts
Texas
$5M
2
Wealthfront Advisers
2
Wealthfront Advisers
California
$1.37B
3
S
3
Sunpointe
Missouri
$0
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$75.9M
5
HP
5
HT Partners
Connecticut
$133M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.37B 20,600,322 -570,324 -3%
Betterment LLC
2
Betterment LLC
New York
$403M 6,055,329 -115,694 -2%
R
3
Rebalance
California
$254M 3,824,414 +167,787 +5%
SCM
4
SCS Capital Management
Massachusetts
$251M 3,777,466 -115,629 -3%
EK
5
Evensky & Katz
Florida
$216M 3,240,972 -61,878 -2%
HCM
6
Hengehold Capital Management
Ohio
$203M 3,056,040 +38,823 +1%
SG
7
Strid Group
Pennsylvania
$191M 2,864,158 +111,281 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
$177M 2,660,625 +191,480 +8%
BFG
9
Bouchey Financial Group
New York
$173M 2,605,132 +56,407 +2%
HWM
10
HB Wealth Management
Georgia
$148M 2,224,077 -15,236 -0.7%
EA
11
Evergreen Advisors
Tennessee
$147M 2,206,318 +23,514 +1%
CC
12
Callan Capital
California
$135M 2,026,829 -15,029 -0.7%
HP
13
HT Partners
Connecticut
$133M 2,000,399 -238,418 -11%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$130M 1,946,957 +9,348 +0.5%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$124M 1,865,790 +114,642 +7%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$119M 1,791,433 -21,853 -1%
AI
17
Accredited Investors
Minnesota
$108M 1,619,374 +7,749 +0.5%
National Bank of Canada
18
National Bank of Canada
Quebec, Canada
$93.1M 1,400,052 +152,288 +12%
SFS
19
Summit Financial Strategies
Ohio
$92.3M 1,388,012 -11,529 -0.8%
HWA
20
HHM Wealth Advisors
Tennessee
$89.4M 1,343,262 -177,518 -12%
TCM
21
TruNorth Capital Management
Michigan
$87.8M 1,320,363 +17,933 +1%
Mariner
22
Mariner
Kansas
$82M 1,232,037 -10,531 -0.8%
MF
23
Manchester Financial
California
$77.1M 1,158,603 +320,054 +38%
MBFW
24
Morton Brown Family Wealth
Pennsylvania
$76.7M 1,153,135 +88,641 +8%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$75.9M 1,141,005 -345,655 -23%
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