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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 %
FD
326
Financial Designs
California
$2.87M +$2.87M +141,153 New
CA
327
Cambridge Advisors
Nebraska
$2.86M +$3.6K +177 +0.1%
CFGA
328
Cambridge Financial Group (Arizona)
Arizona
$2.85M -$6.29K -309 -0.2%
PPP
329
Private Portfolio Partners
New Jersey
$2.83M -$8.24K -405 -0.3%
EWP
330
Elevation Wealth Partners
California
$2.81M -$71.1K -3,492 -2%
PWMG
331
Prestige Wealth Management Group
New Jersey
$2.79M -$39.8K -1,956 -1%
MAM
332
McCarthy Asset Management
California
$2.79M -$12.4K -609 -0.4%
DFA
333
DHJJ Financial Advisors
Illinois
$2.78M +$13.4K +660 +0.5%
PA
334
Pineridge Advisors
Missouri
$2.75M -$346K -17,022 -11%
BCM
335
Boltwood Capital Management
California
$2.74M -$166K -8,175 -6%
FMP
336
Financial Management Professionals
Texas
$2.71M -$47.2K -2,319 -2%
Janney Montgomery Scott
337
Janney Montgomery Scott
Pennsylvania
$2.66M +$51.1K +2,511 +2%
GRP
338
Global Retirement Partners
California
$2.66M +$59.8K +2,937 +2%
PCMC
339
Private Capital Management (Colorado)
Colorado
$2.63M -$132K -6,486 -5%
RW
340
RVW Wealth
California
$2.61M -$12.5K -612 -0.5%
ZIC
341
ZWJ Investment Counsel
Georgia
$2.61M -$247K -12,144 -9%
FC
342
Financial Consulate
Maryland
$2.58M -$287K -14,106 -10%
CA
343
CGN Advisors
Kansas
$2.58M +$102K +5,007 +4%
SIC
344
Salem Investment Counselors
North Carolina
$2.57M – – –
RA
345
Regis Acquisition
Colorado
$2.56M +$46.1K +2,268 +2%
MML Investors Services
346
MML Investors Services
Massachusetts
$2.55M -$6.2M -304,581 -71%
LIG
347
Lokken Investment Group
Delaware
$2.54M +$233K +11,469 +10%
CTWM
348
Cherry Tree Wealth Management
Minnesota
$2.53M -$6.53K -321 -0.3%
Pathstone Holdings
349
Pathstone Holdings
New Jersey
$2.5M +$5.8K +285 +0.2%
AF
350
Allworth Financial
California
$2.5M -$234K -11,517 -9%
12 13
14
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