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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 %
AWM
676
Apollon Wealth Management
South Carolina
$499K -$4.03K -198 -0.8%
RWM
677
Rockwood Wealth Management
Pennsylvania
$496K +$496K +24,360 New
G
678
Gainplan
Michigan
$496K -$3.66K -180 -0.7%
ACA
679
Aptus Capital Advisors
Alabama
$495K +$2.44K +120 +0.5%
RAG
680
RIA Advisory Group
Iowa
$495K +$495K +24,309 New
CNWM
681
Clay Northam Wealth Management
California
$494K -$183 -9 -0%
BF
682
Blankinship & Foster
California
$494K -$15.1K -744 -3%
CA
683
Crewe Advisors
Utah
$494K +$26.4K +1,299 +6%
MRWM
684
ML&R Wealth Management
Texas
$493K +$13.7K +675 +3%
CFA
685
Capstone Financial Advisors
Illinois
$489K +$305 +15 +0.1%
PWM
686
Paulson Wealth Management
Illinois
$488K -$21.4K -1,050 -4%
AWA
687
Alaska Wealth Advisors
Alaska
$488K -$44.5K -2,187 -8%
SWA
688
Sightline Wealth Advisors
Connecticut
$486K +$5.43K +267 +1%
NS
689
NBC Securities
Alabama
$486K -$488 -24 -0.1%
FA
690
Faithward Advisors
Pennsylvania
$486K -$183 -9 -0%
WAM
691
Worth Asset Management
Texas
$482K -$125K -6,129 -21%
CFO
692
Custos Family Office
Texas
$482K – – –
TIM
693
Total Investment Management
Arizona
$481K +$977 +48 +0.2%
SW
694
Simplicity Wealth
New Jersey
$478K +$478K +23,508 New
MFA
695
Mayflower Financial Advisors
Massachusetts
$477K -$30.5K -1,500 -6%
FVWA
696
Foster Victor Wealth Advisors
South Carolina
$475K +$11.5K +570 +2%
RPA
697
Rock Point Advisors
Vermont
$475K +$60.1K +2,955 +15%
HR
698
Hardy Reed
Mississippi
$471K +$101K +4,971 +27%
PS
699
Portfolio Strategies
New York
$471K +$471K +23,157 New
NP
700
NorthRock Partners
Minnesota
$468K +$234K +11,481 +100%
26 27
28
29 30