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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,068 hedge funds and large institutions have $9.28B invested in Schwab US Broad Market ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 398 increasing their positions, 397 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+38
Holders Change %
+3.69%
% of All Funds
15.48%
Holding in Top 10
124
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.8%
% of All Funds
1.8%
New
94
Increased
398
Reduced
397
Closed
44
Calls
$36.6M
Puts
$12.3M
Net Calls
+$24.2M
Net Calls Change
-$117M

Top Buyers

1
WA
Waverly Advisors
Alabama
+$19.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$15.8M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$14.4M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$13.9M
5
MWM
Mission Wealth Management
California
+$11.4M

Top Sellers

1
FWM
FFT Wealth Management
Pennsylvania
-$93.8M
2
LP
LGL Partners
Pennsylvania
-$93.4M
3
Morgan Stanley
Morgan Stanley
New York
-$55.4M
4
Wealthfront Advisers
Wealthfront Advisers
California
-$54.3M
5
MIS
Morningstar Investment Services
Illinois
-$42.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
226
Brightwater Advisory
Florida
$5.12M +$53.9K +2,649 +1%
WFP
227
Wrenne Financial Planning
Kentucky
$5.1M +$5.1M +250,827 New
CPA
228
Cardiff Park Advisors
California
$5.1M +$5.86K +288 +0.1%
MCM
229
MAI Capital Management
Ohio
$5.09M +$2.54M +124,923 +100%
SFA
230
Souders Financial Advisors
Ohio
$5.06M +$158K +7,785 +3%
SWM
231
SeaCrest Wealth Management
New York
$5.05M -$98.4K -4,836 -2%
BFPW
232
BOK Financial Private Wealth
Colorado
$5.04M -$62.9K -3,090 -1%
AllianceBernstein
233
AllianceBernstein
Tennessee
$5.03M -$1.65K -81 -0%
Chevy Chase Trust
234
Chevy Chase Trust
Maryland
$5.03M -$88K -4,326 -2%
WCM
235
Whitener Capital Management
North Carolina
$5.03M -$96.2K -4,728 -2%
RDWM
236
Red Door Wealth Management
Tennessee
$4.95M +$14K +687 +0.3%
BPA
237
Beacon Pointe Advisors
California
$4.93M -$80.4K -3,951 -2%
CSWM
238
Cassady Schiller Wealth Management
Ohio
$4.79M -$111K -5,463 -2%
PIM
239
Pullen Investment Management
Florida
$4.79M +$4.79M +235,521 New
SWRP
240
Summit Wealth & Retirement Planning
California
$4.78M -$28.3K -1,389 -0.6%
FA
241
Fagan Associates
New York
$4.78M -$111K -5,445 -2%
AOWM
242
Alpha Omega Wealth Management
Virginia
$4.73M -$187K -9,210 -4%
AIM
243
AHL Investment Management
Florida
$4.71M -$44.6K -2,190 -0.9%
LBC
244
Lowe Brockenbrough & Co
Virginia
$4.7M -$90.7K -4,455 -2%
RWM
245
RKL Wealth Management
Pennsylvania
$4.69M -$82.2K -4,038 -2%
SFC
246
Strategic Financial Concepts
Texas
$4.54M +$4.54M +223,197 New
KIA
247
KCM Investment Advisors
California
$4.51M +$794 +39 +0%
SWM
248
Seed Wealth Management
Illinois
$4.45M -$24.4K -1,200 -0.5%
MA
249
Mutual Advisors
Nebraska
$4.45M +$251K +12,327 +6%
RWA
250
Redhawk Wealth Advisors
Minnesota
$4.44M -$378K -18,585 -8%
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