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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 %
EH
351
Equitable Holdings
New York
$2.48M -$43.8K -2,154 -2%
RTL
352
Red Tortoise LLC
Georgia
$2.47M -$146K -7,167 -6%
SMC
353
Smith, Moore & Co
Missouri
$2.44M -$200K -9,840 -8%
FWP
354
FAS Wealth Partners
Kansas
$2.44M +$59.1K +2,904 +2%
SIC
355
Sigma Investment Counselors
Michigan
$2.41M +$379K +18,636 +19%
BWM
356
BCS Wealth Management
Tennessee
$2.4M -$65K -3,195 -3%
MG
357
Mather Group
Illinois
$2.39M -$101K -5,454 -4%
RWP
358
RWA Wealth Partners
Massachusetts
$2.38M -$7.51K -369 -0.3%
KNFPWM
359
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.38M -$311K -15,270 -12%
TC
360
TAP Consulting
Missouri
$2.36M -$97.1K -4,770 -4%
S
361
Sachetta
Massachusetts
$2.34M – – –
CAM
362
Carret Asset Management
New York
$2.33M +$70.8K +3,477 +3%
GWWM
363
Great Waters Wealth Management
Minnesota
$2.3M +$9.65K +474 +0.4%
SAMC
364
Spectrum Asset Management (California)
California
$2.28M -$2.1M -103,002 -48%
NRI
365
NFP Retirement Inc
California
$2.28M +$17.7K +870 +0.8%
FG
366
Fiduciary Group
Georgia
$2.28M -$17.8K -876 -0.8%
DCM
367
Donaldson Capital Management
Indiana
$2.26M +$228K +11,184 +11%
AIM
368
AMI Investment Management
Indiana
$2.25M -$194K -9,543 -8%
WPA
369
West Paces Advisors
Georgia
$2.24M -$84.6K -4,155 -4%
LSAG
370
Lake Street Advisors Group
New Hampshire
$2.23M – – –
LCC
371
Lincoln Capital Corp
Rhode Island
$2.23M -$9.4K -462 -0.4%
JHCP
372
Jackson Hole Capital Partners
Oklahoma
$2.23M -$149K -7,341 -6%
VAF
373
Values Added Financial
District of Columbia
$2.22M -$6.47K -318 -0.3%
BIA
374
Bigelow Investment Advisors
Maine
$2.19M -$11.7K -576 -0.5%
CAI
375
Capital Advisors Inc
Oklahoma
$2.19M -$35.8K -1,761 -2%
13 14
15
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