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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 %
FCM
276
Firestone Capital Management
Florida
$3.88M -$67.6K -3,321 -2%
FPAS
277
Focus Partners Advisor Solutions
Missouri
$3.86M +$1.58M +77,832 +70%
Susquehanna International Group
278
Susquehanna International Group
Pennsylvania
$3.86M +$440K +21,624 +13%
RW
279
REDW Wealth
New Mexico
$3.76M -$93.6K -4,599 -2%
WANY
280
Wealthspire Advisors (New York)
New York
$3.76M -$81.4K -4,002 -2%
CAM
281
Cozad Asset Management
Illinois
$3.75M -$26.9K -1,320 -0.7%
LIWM
282
Long Island Wealth Management
New York
$3.74M +$197K +9,678 +6%
MGIA
283
Moneta Group Investment Advisors
Missouri
$3.73M +$282K +13,872 +8%
QCG
284
Quadrant Capital Group
Ohio
$3.69M +$564K +27,711 +18%
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$3.67M -$336K -16,515 -8%
Koshinski Asset Management
286
Koshinski Asset Management
Illinois
$3.66M -$1.41M -69,444 -28%
AAP
287
Arax Advisory Partners
Colorado
$3.62M -$239K -11,754 -6%
KJWM
288
Kiley Juergens Wealth Management
Washington
$3.62M -$21.9K -1,077 -0.6%
FT
289
Fiduciary Trust
Massachusetts
$3.61M +$25K +1,230 +0.7%
IWMA
290
Ironwood Wealth Management (Arizona)
Arizona
$3.6M -$15.8K -777 -0.4%
CIA
291
Compass Ion Advisors
Pennsylvania
$3.6M -$33.9K -1,665 -0.9%
William Blair & Company
292
William Blair & Company
Illinois
$3.59M -$11.5K -567 -0.3%
Focus Partners Wealth
293
Focus Partners Wealth
Massachusetts
$3.57M +$494K +24,255 +16%
PA
294
Planning Alternatives
Michigan
$3.56M -$77.4K -3,801 -2%
SAM
295
Sawgrass Asset Management
Florida
$3.56M +$33.1K +1,626 +0.9%
FPCG
296
Fort Pitt Capital Group
Pennsylvania
$3.55M -$493K -24,237 -12%
BWM
297
Benchmark Wealth Management
Connecticut
$3.52M +$308K +15,114 +10%
HCMT
298
Highland Capital Management (Tennessee)
Tennessee
$3.51M -$12.1K -594 -0.3%
ISWM
299
Independent Solutions Wealth Management
New York
$3.49M +$36.2K +1,779 +1%
GIP
300
Granite Investment Partners
California
$3.48M – – –
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