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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 %
SWM
551
Spire Wealth Management
Virginia
$864K +$305 +15 +0%
MCM
552
Mengis Capital Management
Oregon
$860K -$22.7K -1,116 -3%
CAL
553
Capital Advisors Ltd
Ohio
$859K – – –
CPL
554
CAP Partners LLC
Tennessee
$854K -$33.7K -1,656 -4%
MWA
555
Muirfield Wealth Advisors
North Carolina
$851K -$38.4K -1,887 -4%
BC
556
Barrett & Company
Rhode Island
$840K +$1.34K +66 +0.2%
CI
557
CX Institutional
Indiana
$840K -$1.52M -74,847 -64%
PRWA
558
Platte River Wealth Advisors
Colorado
$837K +$46.5K +2,283 +6%
WIM
559
Waycross Investment Management
Washington
$827K – – –
NCMW
560
Northern Capital Management (Washington)
Washington
$826K +$93.3K +4,587 +13%
SWM
561
Stockman Wealth Management
Montana
$824K -$44.5K -2,187 -5%
FAIM
562
Financial Advocates Investment Management
Washington
$820K -$316K -15,504 -28%
MIA
563
MainStreet Investment Advisors
Illinois
$817K – – –
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$817K – – –
USCWA
565
U.S. Capital Wealth Advisors
Texas
$810K +$611 +30 +0.1%
FF
566
Farrow Financial
Vermont
$805K -$37.2K -1,830 -4%
Vanguard Group
567
Vanguard Group
Pennsylvania
$797K +$378K +18,588 +90%
TCMP
568
Thrive Capital Management (Pennsylvania)
Pennsylvania
$794K +$794K +44,988 New
BCM
569
Bowie Capital Management
Texas
$794K -$122K -6,000 -13%
DSAM
570
Dock Street Asset Management
Florida
$793K – – –
EFS
571
Econ Financial Services
Pennsylvania
$790K -$72.4K -3,558 -8%
JWM
572
Janiczek Wealth Management
Colorado
$787K +$52.5K +2,580 +7%
MA
573
Marquette Associates
Illinois
$785K -$1.12M -54,894 -59%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$781K +$61 +3 +0%
MWM
575
Merriman Wealth Management
Washington
$779K – – –
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