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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 %
SPFA
576
Summit Place Financial Advisors
New Jersey
$779K +$32.4K +1,590 +4%
CIC
577
Carnegie Investment Counsel
Ohio
$775K +$4.27K +210 +0.6%
CFG
578
Citizens Financial Group
Rhode Island
$769K -$14K -690 -2%
PAS
579
Park Avenue Securities
New York
$764K +$30.5K +1,497 +4%
RWRC
580
R.W. Roge & Company
New York
$752K -$7.21K -354 -1%
TAM
581
Townsend Asset Management
North Carolina
$733K +$7.08K +348 +1%
LSIA
582
LaSalle St. Investment Advisors
Illinois
$731K – – –
BAM
583
Belpointe Asset Management
Nevada
$728K -$155K -7,617 -18%
BFC
584
Bedel Financial Consulting
Indiana
$723K +$855 +42 +0.1%
ODIJL
585
One Day In July LLC
Vermont
$717K +$106K +5,214 +17%
NW
586
NewEdge Wealth
Pennsylvania
$716K +$449K +22,896 +168%
GC
587
Grimes & Company
Massachusetts
$716K -$2.87K -141 -0.4%
DT
588
Diversified Trust
Tennessee
$707K +$707K +34,728 New
HI
589
Hudock Inc
Pennsylvania
$703K -$60.5K -2,973 -8%
MA
590
MCF Advisors
Kentucky
$702K -$22.6K -1,110 -3%
CWA
591
Consilium Wealth Advisory
Texas
$701K – – –
AAS
592
Avantax Advisory Services
Texas
$700K +$122K +6,018 +21%
WA
593
Wealthstream Advisors
New York
$699K +$120K +5,886 +21%
AWM
594
AE Wealth Management
Kansas
$697K -$10.1M -497,616 -94%
AWA
595
Aletheian Wealth Advisors
Washington
$695K – – –
LNC
596
Lincoln National Corp
Pennsylvania
$693K -$31.1K -1,530 -4%
DP
597
Denver PWM
Colorado
$692K -$17.5K -873 -2%
WP
598
Westmount Partners
California
$680K +$31.3K +1,536 +5%
BFS
599
Burkett Financial Services
South Carolina
$679K +$17.6K +864 +3%
EAM
600
Evanson Asset Management
California
$677K +$549 +27 +0.1%
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