SCHB icon

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 %
OFP
651
OLIO Financial Planning
Virginia
$552K – – –
SOS
652
Silver Oak Securities
Tennessee
$550K -$1.85M -91,017 -77%
PL
653
Plancorp LLC
Missouri
$549K +$153K +7,539 +39%
BTWM
654
Baker Tilly Wealth Management
Wisconsin
$548K – – –
AWA
655
Aquire Wealth Advisors
Utah
$548K +$5.56K +273 +1%
GI
656
GS Investments
Minnesota
$548K -$1.53K -75 -0.3%
HIS
657
Horizon Investment Services
Indiana
$544K +$3.97K +195 +0.7%
HA
658
Hanover Advisors
South Carolina
$542K -$80.6K -3,960 -13%
WFA
659
West Financial Advisors
Iowa
$540K – – –
CWA
660
Clarity Wealth Advisors
California
$539K -$36.8K -1,809 -6%
WAM
661
Weatherly Asset Management
California
$538K – – –
UW
662
Unique Wealth
Florida
$535K -$13.7K -672 -2%
ACP
663
Aviance Capital Partners
Florida
$531K – – –
ACM
664
Armbruster Capital Management
New York
$527K +$12.9K +633 +3%
BlackRock
665
BlackRock
New York
$525K – – –
CAAM
666
Cornerstone Advisors Asset Management
Pennsylvania
$521K – – –
AIM
667
Anchor Investment Management
South Carolina
$521K +$5.19K +255 +1%
HNB
668
Huntington National Bank
Ohio
$516K -$542K – –
PWMAG
669
Pinnacle Wealth Management Advisory Group
New Jersey
$515K +$12.5K +615 +2%
IF
670
IRON Financial
Illinois
$506K +$366 +18 +0.1%
TFP
671
Traction Financial Partners
Wyoming
$506K +$200K +9,891 +65%
JWM
672
Jeppson Wealth Management
California
$504K +$1.47K +72 +0.3%
KC
673
Kades & Cheifetz
Pennsylvania
$503K +$1.59K +78 +0.3%
RFA
674
Rollins Financial Advisors
New York
$503K -$37.7K -1,851 -7%
AL
675
ACAS LLC
California
$502K -$3.72K -183 -0.7%
25 26
27
28 29