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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 %
FNBT
601
FineMark National Bank & Trust
Florida
$675K +$3.6K +177 +0.5%
CBFP
602
Cedar Brook Financial Partners
Ohio
$673K +$611 +30 +0.1%
FA
603
FF Advisors
California
$668K -$91.3K -4,485 -12%
IIC
604
Ironwood Investment Counsel
Arizona
$667K – – –
PAMG
605
Patton Albertson Miller Group
Tennessee
$666K -$91K -4,473 -12%
IF
606
Ironwood Financial
Arizona
$663K -$3.79K -186 -0.6%
TC
607
TownSquare Capital
Utah
$659K -$155K -7,593 -19%
MWA
608
Monograph Wealth Advisors
California
$658K +$291K +14,280 +79%
AF
609
Advisornet Financial
Minnesota
$658K -$1.26M -61,884 -66%
PCA
610
Prosperity Capital Advisors
Ohio
$651K +$651K +31,977 New
APG
611
Abacus Planning Group
South Carolina
$647K +$68.8K +3,381 +12%
AAS
612
Annex Advisory Services
Wisconsin
$642K -$42.5K -2,088 -6%
FM
613
Foster & Motley
Ohio
$629K +$31.4K +1,542 +5%
FW
614
FirstPurpose Wealth
Utah
$625K +$50.8K +2,544 +9%
CSIA
615
Charles Schwab Investment Advisory
California
$624K +$13K +639 +2%
TF
616
TLWM Financial
Texas
$621K -$46.6K -2,289 -7%
BCI
617
Brinker Capital Investments
Pennsylvania
$621K +$26.6K +1,308 +4%
OPS
618
Orion Portfolio Solutions
Nebraska
$621K +$26.6K +1,308 +4%
Natixis Advisors
619
Natixis Advisors
Massachusetts
$618K -$168K -8,277 -21%
GKWIM
620
Gerber Kawasaki Wealth & Investment Management
California
$616K +$51.8K +2,544 +9%
WCM
621
Washburn Capital Management
Florida
$615K +$44.2K +2,172 +8%
JIC
622
Joel Isaacson & Co
New York
$615K +$1.89K +93 +0.3%
TCM
623
Twele Capital Management
Minnesota
$614K +$1.16K +57 +0.2%
HS
624
Horan Securities
United States
$613K +$977 +48 +0.2%
PA
625
Perennial Advisors
New York
$611K +$3.91K +192 +0.6%
23 24
25
26 27