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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 %
WMWM
526
Whitaker-Myers Wealth Managers
Ohio
$967K +$2.99K +147 +0.3%
ECG
527
EPIQ Capital Group
California
$950K +$2.69K +132 +0.3%
Fifth Third Bancorp
528
Fifth Third Bancorp
Ohio
$943K +$31K +1,524 +3%
MFG
529
Midwest Financial Group
Kansas
$934K +$2.87K +141 +0.3%
MS
530
Madden Securities
Texas
$931K -$13.2K -648 -1%
SA
531
SpiderRock Advisors
Delaware
$927K +$927K +46,446 New
RG
532
Retirement Group
California
$926K -$38.5K -1,893 -4%
QC
533
Quadrature Capital
United Kingdom
$924K +$924K +45,429 New
CPA
534
Capital Performance Advisors
California
$919K -$175K -8,580 -16%
FCH
535
Freestone Capital Holdings
Washington
$916K +$589K +28,959 +180%
TW
536
Traveka Wealth
California
$912K – – –
WC
537
Waterloo Capital
Texas
$907K -$22.1K -1,086 -2%
SQA
538
Simon Quick Advisors
New Jersey
$906K -$16.9K -831 -2%
DWM
539
Dakota Wealth Management
Florida
$902K +$543K +26,676 +151%
EM
540
ELCO Management
New York
$897K +$372K +18,300 +71%
FWI
541
Facet Wealth Inc
Maryland
$897K -$480K -23,940 -35%
KFP
542
KMG Fiduciary Partners
Ohio
$891K – – –
MAC
543
Mason & Associates (California)
California
$890K +$427 +21 +0%
IAP
544
Indie Asset Partners
Indiana
$885K -$4.58K -225 -0.5%
LWMT
545
Legacy Wealth Management (Tennessee)
Tennessee
$879K -$92.1K -4,524 -9%
FFO
546
Fiduciary Family Office
Florida
$873K – – –
VCM
547
Virtue Capital Management
Tennessee
$873K -$141K -7,074 -14%
CCM
548
Colorado Capital Management
Colorado
$871K +$871K +42,795 New
SAF
549
Smith Anglin Financial
Texas
$870K – – –
LP
550
LGL Partners
Pennsylvania
$865K -$93.4M -4,589,394 -99%
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