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 %
DADC
501
D.A. Davidson & Co
Montana
$1.08M -$4.27K -210 -0.4%
OPWM
502
Oakwell Private Wealth Management
Texas
$1.07M -$3.42K -168 -0.3%
GP
503
Greenline Partners
New York
$1.07M +$376K +18,456 +54%
GWA
504
GGM Wealth Advisors
Maryland
$1.07M +$57K +2,823 +6%
GT
505
Greenleaf Trust
Michigan
$1.07M – – –
MAG
506
Mayfair Advisory Group
Alabama
$1.06M +$73.1K +3,591 +7%
DI
507
Diligent Investors
California
$1.06M -$158K -7,770 -13%
TRCT
508
Tower Research Capital (TRC)
New York
$1.05M +$904K +44,445 +604%
GSAM
509
Grant Street Asset Management
Pennsylvania
$1.05M -$225K -11,064 -18%
ICG
510
InterOcean Capital Group
Tennessee
$1.05M +$57.4K +2,820 +6%
PWS
511
Physician Wealth Solutions
Nevada
$1.05M -$8.36K -411 -0.8%
CWM
512
Cahill Wealth Management
Michigan
$1.05M +$3.24K +159 +0.3%
TPWM
513
Twelve Points Wealth Management
Massachusetts
$1.04M -$58.2K -2,859 -5%
STA
514
Summit Trail Advisors
New York
$1.02M +$1.02M +49,896 New
ML
515
McAdam LLC
Pennsylvania
$1.02M +$211K +10,362 +26%
GJIA
516
Glass Jacobson Investment Advisors
Maryland
$1.01M +$76.4K +3,756 +8%
CA
517
Callahan Advisors
Texas
$1.01M +$15.4K +756 +2%
DOA
518
D'Orazio & Associates
Virginia
$1.01M +$2.81K +138 +0.3%
HIP
519
HUB Investment Partners
Texas
$1M +$1M +49,257 New
ECM
520
Exchange Capital Management
Michigan
$1M +$70.9K +3,483 +8%
AWE
521
Avidian Wealth Enterprises
Texas
$993K +$2.56K +126 +0.3%
FWA
522
FSM Wealth Advisors
Ohio
$987K +$97.1K +4,770 +11%
JF
523
Joule Financial
Kentucky
$981K -$400K -19,680 -29%
GM
524
GeoWealth Management
Illinois
$975K +$596K +29,286 +157%
SGCA
525
Steel Grove Capital Advisors
Tennessee
$970K – – –
19 20
21
22 23