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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 %
HBT
626
Hills Bank & Trust
Iowa
$611K – – –
BAM
627
Bosun Asset Management
Illinois
$611K – – –
AWM
628
Altus Wealth Management
Kentucky
$600K +$61 +3 +0%
NSIM
629
North Star Investment Management
Illinois
$597K – – –
GC
630
Gratus Capital
Georgia
$597K +$1.71K +84 +0.3%
SIG
631
Stonegate Investment Group
Alabama
$593K -$18K -885 -3%
WCM
632
Wealthcare Capital Management
Virginia
$592K – – –
DAS
633
Dynamic Advisor Solutions
Arizona
$588K -$3.91K -192 -0.7%
CWMU
634
Caliber Wealth Management (Utah)
Utah
$584K +$1.77K +87 +0.3%
H
635
HoyleCohen
California
$584K +$244 +12 +0%
AC
636
Abbrea Capital
California
$584K +$977 +48 +0.2%
SAI
637
Savvy Advisors Inc
New York
$576K – – –
FCA
638
FinTrust Capital Advisors
South Carolina
$571K +$488 +24 +0.1%
ECG
639
Edge Capital Group
Georgia
$570K -$326K -16,032 -36%
BAAM
640
Baker Avenue Asset Management
California
$569K +$52.3K +2,568 +10%
RCAG
641
Rehmann Capital Advisory Group
Michigan
$565K +$133K +6,540 +31%
WHCI
642
W.H. Cornerstone Investments
Massachusetts
$561K -$46.1K -2,265 -8%
AA
643
AF Advisors
California
$561K +$183 +9 +0%
GC
644
Gilbert & Cook
Iowa
$560K -$16.8K -825 -3%
AWM
645
Axxcess Wealth Management
California
$558K -$155K -7,629 -22%
BIG
646
Builder Investment Group
Georgia
$557K +$16.7K +822 +3%
QCM
647
QRG Capital Management
Illinois
$557K +$23.1K +1,137 +4%
RL
648
Retireful LLC
Michigan
$554K +$554K +27,225 New
RWP
649
Reliant Wealth Planning
Kentucky
$553K – – –
PFS
650
Prospera Financial Services
Texas
$552K -$8.55K -420 -2%
24 25
26
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