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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 %
BA
401
Bridgewater Advisors
New York
$1.84M -$119K -5,826 -6%
MSG
402
Main Street Group
Virginia
$1.84M -$7.67K -378 -0.4%
BWP
403
BSW Wealth Partners
Colorado
$1.84M -$86.5K -4,251 -4%
GG
404
Gleason Group
Kentucky
$1.83M +$20.9K +1,026 +1%
OCM
405
One Capital Management
California
$1.83M +$520K +25,566 +40%
Jones Financial Companies
406
Jones Financial Companies
Missouri
$1.82M +$97.6K +4,794 +6%
TYCC
407
Texas Yale Capital Corp
Florida
$1.8M – – –
JIR
408
James Investment Research
Ohio
$1.78M +$221K +10,842 +14%
OA
409
Operose Advisors
Wisconsin
$1.77M +$5.37K +264 +0.3%
HR
410
Howe & Rusling
New York
$1.76M +$7.02K +345 +0.4%
ATI
411
ARK & TLK Investments
Oklahoma
$1.75M – – –
GWA
412
Geometric Wealth Advisors
District of Columbia
$1.73M +$17.7K +870 +1%
WCM
413
Weik Capital Management
Pennsylvania
$1.73M +$1.83K +90 +0.1%
ASN
414
Advisory Services Network
Georgia
$1.73M +$1.89K +93 +0.1%
HI
415
Hendershot Investments
Virginia
$1.71M +$11.4K +558 +0.7%
RPWA
416
Regent Peak Wealth Advisors
Georgia
$1.7M -$76.4K -3,756 -4%
WWM
417
Western Wealth Management
Colorado
$1.7M -$724K -35,571 -30%
AA
418
Ancora Advisors
Ohio
$1.69M -$31.7K -1,557 -2%
AWA
419
Acorn Wealth Advisors
Michigan
$1.69M -$16.2K -795 -0.9%
TWM
420
Tolleson Wealth Management
Texas
$1.69M – – –
SWM
421
Soundmark Wealth Management
Washington
$1.68M +$1.68M +82,497 New
APP
422
Avantax Planning Partners
Iowa
$1.68M +$1.01M +49,593 +151%
FNBOMD
423
First National Bank of Mount Dora
Florida
$1.67M – – –
Bank of New York Mellon
424
Bank of New York Mellon
New York
$1.65M +$467K +22,971 +40%
GWM
425
Gray Wealth Management
Maine
$1.63M -$35.3K -1,734 -2%
15 16
17
18 19