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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 %
AFP
376
Ausdal Financial Partners
Iowa
$2.18M +$22.7K +1,116 +1%
CIBC Private Wealth Group
377
CIBC Private Wealth Group
Georgia
$2.17M +$184K +9,081 +9%
OIM
378
Opus Investment Management
Massachusetts
$2.15M – – –
SW
379
SVB Wealth
Massachusetts
$2.11M +$38.8K +1,908 +2%
TIAA Trust, National Association
380
TIAA Trust, National Association
North Carolina
$2.11M -$10.4K -510 -0.5%
TSWM
381
Triangle Securities Wealth Management
North Carolina
$2.11M -$64.4K -3,165 -3%
AWM
382
Adams Wealth Management
Utah
$2.09M +$242K +11,907 +13%
PA
383
Pinnacle Associates
New York
$2.08M -$5.31K -261 -0.3%
PNC Financial Services Group
384
PNC Financial Services Group
Pennsylvania
$2.07M +$139K +6,819 +7%
WWC
385
Waypoint Wealth Counsel
Georgia
$2.07M +$1.4K +69 +0.1%
EL
386
Essex LLC
Illinois
$2.06M -$98.7K -4,848 -5%
SA
387
Skyline Advisors
Washington
$2.04M +$183 +9 +0%
EWM
388
Empirical Wealth Management
Washington
$2.03M -$147K -7,233 -7%
SWM
389
Segment Wealth Management
Texas
$2.03M +$35.2K +1,731 +2%
YIA
390
YHB Investment Advisors
Connecticut
$2.02M -$43.8K -2,151 -2%
FG
391
Foster Group
Iowa
$2M +$224K +11,010 +13%
AA
392
Advisory Alpha
Michigan
$1.98M +$33.3K +1,638 +2%
CL
393
Choreo LLC
Illinois
$1.98M +$409K +20,082 +26%
AMG
394
Asset Management Group
Connecticut
$1.96M +$5.92K +291 +0.3%
MWM
395
Modera Wealth Management
New Jersey
$1.93M -$171K -8,388 -8%
VCAM
396
Van Cleef Asset Management
Ohio
$1.93M – – –
PS
397
Planned Solutions
California
$1.91M +$60.3K +2,961 +3%
PFA
398
Pure Financial Advisors
California
$1.87M -$12.9K -633 -0.7%
TIA
399
Traphagen Investment Advisors
New Jersey
$1.86M +$106K +5,217 +6%
MOS
400
MGO One Seven
Ohio
$1.86M +$1.33M +65,475 +252%
14 15
16
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