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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,069 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, 398 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,069
Holders Change
+38
Holders Change %
+3.69%
% of All Funds
15.49%
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
398
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 %
SP
251
Successful Portfolios
Florida
$4.4M +$70.2K +3,450 +2%
VCM
252
Vivaldi Capital Management
Illinois
$4.37M -$175K -8,664 -4%
DPI
253
Diversified Portfolios Inc
Michigan
$4.35M -$4.21K -207 -0.1%
PA
254
Parallel Advisors
California
$4.34M +$178K +8,745 +4%
Jane Street
255
Jane Street
New York
$4.33M +$4.33M +212,985 New
RSWM
256
Robertson Stephens Wealth Management
California
$4.33M -$275K -13,524 -6%
OFS
257
OneAscent Financial Services
Alabama
$4.29M -$526K -25,851 -11%
MHR
258
Matthew Hamilton Rosenberg
$4.24M -$45.4K -2,238 -1%
PFA
259
Pinnacle Family Advisors
Missouri
$4.21M +$2.93M +144,078 +229%
PAG
260
Private Advisor Group
New Jersey
$4.2M +$194K +9,543 +5%
CPWM
261
Cypress Point Wealth Management
Texas
$4.19M +$725K +35,640 +21%
CI
262
Cordant Inc
Oregon
$4.17M -$151K -7,413 -3%
WAP
263
Wealthcare Advisory Partners
Pennsylvania
$4.15M +$542K +26,646 +15%
IAA
264
Independent Advisor Alliance
North Carolina
$4.14M +$572K +28,131 +16%
CPA
265
Clear Point Advisors
New York
$4.08M -$26.3K -1,299 -0.6%
VVP
266
Venture Visionary Partners
Ohio
$4.07M -$4.95K -243 -0.1%
CWM
267
Chesapeake Wealth Management
Virginia
$4.06M -$476K -23,376 -10%
SOAG
268
Silver Oak Advisory Group
Oregon
$4.05M -$168K -8,235 -4%
OCG
269
Opus Capital Group
Ohio
$4.01M +$311K +15,267 +8%
BAM
270
Berkshire Asset Management
Pennsylvania
$4M -$16.5K -813 -0.4%
IWC
271
Integrated Wealth Concepts
Massachusetts
$3.98M +$64.2K +3,156 +2%
ADL
272
Asset Dedication LLC
California
$3.94M -$192K -9,450 -5%
NI
273
NYL Investors
New York
$3.92M -$354K -17,400 -8%
FIM
274
Freedom Investment Management
Connecticut
$3.91M -$945K -46,416 -19%
RRCM
275
Rappaport Reiches Capital Management
Illinois
$3.9M +$298K +14,652 +8%
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