SCHB icon

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 %
GCA
426
Gradient Capital Advisors
California
$1.6M +$18.6K +912 +1%
MA
427
Modus Advisors
Minnesota
$1.6M -$25.6K -1,257 -2%
EB
428
Exchange Bank
California
$1.59M -$9.95K -489 -0.6%
PIA
429
Panoramic Investment Advisors
Colorado
$1.56M +$32.5K +1,599 +2%
SCM
430
SOL Capital Management
Maryland
$1.54M +$74.7K +3,672 +5%
BCM
431
Barden Capital Management
Texas
$1.53M -$94.5K -4,644 -6%
AL
432
Aspiriant LLC
California
$1.51M – – –
NCM
433
Northwest Capital Management
Oregon
$1.51M – – –
WWP
434
Waypoint Wealth Partners
California
$1.5M – – –
SWM
435
Selective Wealth Management
Virginia
$1.49M +$1.49M +74,859 New
PCWA
436
Pacific Capital Wealth Advisors
California
$1.49M -$871K -42,822 -37%
PWM
437
Perigon Wealth Management
California
$1.48M +$366K +17,979 +33%
BWM
438
Blossom Wealth Management
California
$1.47M +$4.34K +213 +0.3%
GWM
439
Guardian Wealth Management
Illinois
$1.47M +$794 +39 +0.1%
BWL
440
Bogart Wealth LLC
Virginia
$1.45M -$483K -23,748 -25%
SHWM
441
Smith & Howard Wealth Management
Georgia
$1.44M +$89.7K +4,410 +7%
HIC
442
Holderness Investments Company
North Carolina
$1.43M +$2.63K +129 +0.2%
NHC
443
Nicholas Hoffman & Company
Georgia
$1.43M +$105K +5,142 +8%
CSI
444
Cross Staff Investments
New York
$1.42M +$289K +14,211 +26%
BWM
445
BNC Wealth Management
Oregon
$1.42M -$15.2K -747 -1%
SAM
446
S.A. Mason
Michigan
$1.41M -$4.27K -210 -0.3%
FWM
447
Fonville Wealth Management
Virginia
$1.39M -$6.41K -315 -0.5%
CA
448
Cetera Advisors
Colorado
$1.38M +$124K +6,081 +10%
RWM
449
Ritholtz Wealth Management
New York
$1.37M -$4.21K -207 -0.3%
KAS
450
Kestra Advisory Services
Texas
$1.37M +$148K +7,251 +12%
16 17
18
19 20