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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 %
JWCA
701
J.W. Cole Advisors
Florida
$467K – – –
WA
702
Waterford Advisors
New York
$467K – – –
SWM
703
Sterling Wealth Management
Illinois
$464K +$464K +22,806 New
NFW
704
Noble Family Wealth
Florida
$464K -$17.3K -849 -4%
BP
705
Broadleaf Partners
Ohio
$463K +$5.43K +267 +1%
SAM
706
Summit Asset Management
Tennessee
$462K +$11K +543 +2%
CAG
707
Crestwood Advisors Group
Massachusetts
$462K -$20.3K -996 -4%
CAL
708
Capital Analysts LLC
Pennsylvania
$460K +$100K +4,935 +28%
WIA
709
World Investment Advisors
California
$458K +$23.7K +1,167 +5%
LWM
710
Lakeridge Wealth Management
Ohio
$457K -$8.06K -396 -2%
TW
711
TritonPoint Wealth
Maryland
$453K -$19.8K -1,023 -4%
PCI
712
Planning Center Inc
Illinois
$449K +$122 +6 +0%
PF
713
Penney Financial
Texas
$446K -$944K -46,410 -68%
BFM
714
Boston Financial Management
Massachusetts
$446K +$31.9K +1,569 +8%
AMIM
715
Aull & Monroe Investment Management
Alabama
$445K +$8K +393 +2%
MPW
716
Monterey Private Wealth
California
$444K -$44.9K -2,208 -9%
ATC
717
Argent Trust Co
Tennessee
$444K – – –
SWP
718
Stratos Wealth Partners
Ohio
$443K +$12.6K +618 +3%
RWP
719
Revolve Wealth Partners
New Jersey
$442K -$672 -33 -0.2%
NL
720
NWAM LLC
Washington
$438K +$438K +21,612 New
B
721
BetterWealth
California
$437K – – –
SFG
722
Sovereign Financial Group
Connecticut
$437K -$427 -21 -0.1%
CFB
723
Cullen/Frost Bankers
Texas
$437K – – –
FEM
724
Fulcrum Equity Management
Texas
$434K +$434K +21,342 New
PWA
725
Physician Wealth Advisors
Utah
$433K – – –
27 28
29
30 31