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 %
PIP
451
Peachtree Investment Partners
Florida
$1.35M -$141K -6,906 -9%
SRCM
452
Signature Resources Capital Management
California
$1.35M -$88.2K -4,752 -6%
MFA
453
Morling Financial Advisors
California
$1.34M -$51K -2,508 -4%
CW
454
Connectus Wealth
Ohio
$1.34M +$81.8K +4,020 +7%
SCA
455
STALEY CAPITAL ADVISERS
Pennsylvania
$1.34M -$3.42K -168 -0.3%
PIM
456
Penobscot Investment Management
Massachusetts
$1.33M +$71.8K +3,528 +6%
TWM
457
Thrive Wealth Management
Pennsylvania
$1.32M +$198K +9,717 +18%
EPM
458
Elm Partners Management
Pennsylvania
$1.32M +$650K +31,950 +97%
IAN
459
Integrated Advisors Network
Texas
$1.31M +$7.45K +366 +0.6%
BBA
460
BLB&B Advisors
Pennsylvania
$1.28M +$1.28M +63,120 New
EWA
461
EP Wealth Advisors
California
$1.27M -$746K -36,681 -37%
B
462
Bailard
California
$1.27M +$855 +42 +0.1%
KWM
463
Keebeck Wealth Management
Illinois
$1.27M – – –
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$1.27M +$42.3K +2,079 +3%
DI
465
Disciplined Investments
Oklahoma
$1.26M -$391K -19,230 -24%
NDSI
466
Newman Dignan & Sheerar Inc
Rhode Island
$1.26M +$82.2K +4,038 +7%
US Bancorp
467
US Bancorp
Minnesota
$1.25M +$432K +21,237 +53%
MPM
468
Meritage Portfolio Management
Kansas
$1.24M -$2.87K -141 -0.2%
EFM
469
Eley Financial Management
Vermont
$1.24M -$68.7K -3,378 -5%
WA
470
Wealth Architects
California
$1.22M -$167K -8,193 -12%
KWA
471
Kingswood Wealth Advisors
California
$1.22M +$131K +6,423 +12%
KPWS
472
Kestra Private Wealth Services
Texas
$1.22M -$239K -11,733 -16%
FFA
473
Farther Finance Advisors
California
$1.22M -$258K -12,729 -18%
BDWCC
474
B&D White Capital Company
Texas
$1.21M +$4.03K +198 +0.3%
GA
475
Gateway Advisory
New Jersey
$1.21M -$27.6K -1,356 -2%
17 18
19
20 21