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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 %
NGA
301
Naples Global Advisors
Florida
$3.48M -$34.7K -1,707 -1%
BJL
302
Brighton Jones LLC
Washington
$3.47M +$13.4K +660 +0.4%
AAG
303
Avalon Advisory Group
Pennsylvania
$3.41M – – –
ACA
304
Atlas Capital Advisors
Wyoming
$3.41M +$140K +6,894 +4%
KF
305
Krilogy Financial
Missouri
$3.38M +$27.9K +1,371 +0.8%
TIM
306
Tortoise Investment Management
New York
$3.37M -$20.6K -1,014 -0.6%
W
307
WealthCollab
Washington
$3.33M -$49.8K -2,448 -1%
NCM
308
Novare Capital Management
North Carolina
$3.32M +$874K +42,927 +36%
PCMC
309
Planning Capital Management Corporation
Pennsylvania
$3.31M -$205K -10,083 -6%
CFS
310
CRA Financial Services
New Jersey
$3.29M +$88.9K +4,371 +3%
CMBA
311
C.M. Bidwell & Associates
Hawaii
$3.28M -$17.2K -846 -0.5%
BP
312
BBR Partners
New York
$3.24M – – –
MA
313
MBA Advisors
Pennsylvania
$3.22M +$232K +11,385 +8%
KBFS
314
Kohmann Bosshard Financial Services
Ohio
$3.2M +$73.1K +3,594 +2%
TWG
315
The Wealth Group
Minnesota
$3.15M -$6K -297 -0.2%
GPFA
316
Game Plan Financial Advisors
Ohio
$3.13M -$172K -8,451 -5%
RFA
317
RTD Financial Advisors
Pennsylvania
$3.1M -$12.6K -621 -0.4%
LWL
318
Leo Wealth LLC
Texas
$3.04M -$1.89K -93 -0.1%
BCM
319
Brookstone Capital Management
Illinois
$2.96M +$166K +8,145 +6%
CAG
320
Csenge Advisory Group
Florida
$2.96M -$36K -1,770 -1%
SWM
321
Seaside Wealth Management
California
$2.95M -$12.4K -609 -0.4%
S
322
SignatureFD
Georgia
$2.92M +$401K +19,713 +16%
IWM
323
IHT Wealth Management
Illinois
$2.92M -$297K -14,580 -9%
JWBC
324
John W. Brooker & Co
California
$2.9M +$16.7K +819 +0.6%
LRPA
325
L. Roy Papp & Associates
Arizona
$2.89M +$275K +13,530 +11%
11 12
13
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