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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 %
KeyBank National Association
476
KeyBank National Association
Ohio
$1.2M – – –
CRC
477
Curi RMB Capital
Illinois
$1.2M +$151K +7,401 +14%
SCP
478
Shorepoint Capital Partners
Massachusetts
$1.19M +$9.71K +477 +0.8%
WCF
479
West Coast Financial
California
$1.19M +$324K +15,900 +37%
SCM
480
Seascape Capital Management
New Hampshire
$1.18M +$34.1K +1,674 +3%
Financial Engines Advisors
481
Financial Engines Advisors
California
$1.18M -$3.54K -174 -0.3%
SAM
482
Smithbridge Asset Management
Pennsylvania
$1.17M -$7.39K -363 -0.6%
EWM
483
Evermay Wealth Management
Virginia
$1.17M +$2.2K +108 +0.2%
CNFG
484
Creegan & Nassoura Financial Group
New Hampshire
$1.17M – – –
EGWAG
485
Elwood & Goetz Wealth Advisory Group
Georgia
$1.16M +$1.65K +81 +0.1%
CCM
486
Chilton Capital Management
Texas
$1.15M -$27.8K -1,368 -2%
CA
487
Continuum Advisory
Idaho
$1.15M +$618K +30,591 +116%
MCCP
488
Mission Creek Capital Partners
California
$1.15M -$48.7K -2,391 -4%
IW
489
Imprint Wealth
South Carolina
$1.15M +$1.15M +56,538 New
BIA
490
Bell Investment Advisors
California
$1.15M -$279K -13,713 -20%
MMA
491
Miracle Mile Advisors
California
$1.14M -$117K -5,733 -9%
VWA
492
VERITY Wealth Advisors
United States
$1.14M – – –
CTA
493
Chesley Taft & Associates
Illinois
$1.13M – – –
Rockefeller Capital Management
494
Rockefeller Capital Management
New York
$1.13M -$113K -5,565 -9%
MTIC
495
Missouri Trust & Investment Company
Missouri
$1.12M -$7.94K -390 -0.7%
UWPG
496
Ullmann Wealth Partners Group
Florida
$1.12M – – –
GT
497
Glenmede Trust
Pennsylvania
$1.11M -$183K -9,000 -14%
FWP
498
Firethorn Wealth Partners
Georgia
$1.09M +$2.26K +111 +0.2%
Baird Financial Group
499
Baird Financial Group
Wisconsin
$1.09M +$23.6K +1,158 +2%
SSWM
500
Smith Salley Wealth Management
North Carolina
$1.09M -$7.08K -348 -0.6%
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