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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,068 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, 397 reducing their positions, and 44 closing their positions.

Holders
1,068
Holders Change
+38
Holders Change %
+3.69%
% of All Funds
15.48%
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
397
Closed
44
Calls
$36.6M
Puts
$12.3M
Net Calls
+$24.2M
Net Calls Change
-$117M

Top Buyers

1
WA
1
Waverly Advisors
Alabama
$21.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$79.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$33.7M
5
MWM
5
Mission Wealth Management
California
$12.6M

Top Sellers

1
FWM
1
FFT Wealth Management
Pennsylvania
$5.87M
2
LP
2
LGL Partners
Pennsylvania
$865K
3
Morgan Stanley
3
Morgan Stanley
New York
$56.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.34B
5
MIS
5
Morningstar Investment Services
Illinois
$44.2M
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$36.4M 1,787,007 +42,651 +2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$35.8M 1,760,685 +25,116 +1%
SC
53
Savant Capital
Illinois
$35.8M 1,757,103 -59,757 -3%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$35.5M 4,050,618 +1,804,887 +80%
Truist Financial
55
Truist Financial
North Carolina
$35.3M 1,734,177 +32,808 +2%
Wells Fargo
56
Wells Fargo
California
$34.6M 1,701,420 +165,429 +11%
EFG
57
Ethos Financial Group
Pennsylvania
$34.1M 1,669,842 +20,553 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$33.7M 1,653,879 +683,787 +70%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$33M 1,620,327 +13,146 +0.8%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$31.8M 1,564,554 -21,258 -1%
JIP
61
Jaffetilchin Investment Partners
Florida
$31.4M 1,545,093 +148,038 +11%
Osaic Holdings
62
Osaic Holdings
Arizona
$31.4M 1,541,373 +135,120 +10%
CIA
63
Cape Investment Advisory
Georgia
$31.2M 1,531,788 +15,960 +1%
GCA
64
Genesee Capital Advisors
New York
$30.2M 1,485,666 +460,095 +45%
SFG
65
Sunburst Financial Group
Alabama
$29.9M 1,471,305 +173,457 +13%
BWA
66
Boulder Wealth Advisors
Colorado
$29.6M 1,452,354 +1,452,354 New
LPT
67
Legacy Private Trust
Wisconsin
$29.5M 1,447,869 -20,568 -1%
FNC
68
First National Corp
Massachusetts
$26.4M 1,424,178 -1,251 -0.1%
WWM
69
WT Wealth Management
Arizona
$25.9M 1,273,164 +19,485 +2%
FSA
70
Financial Services Advisory
Maryland
$25.3M 1,242,708 -24,258 -2%
PAM
71
Pegasus Asset Management
New York
$24.9M 1,222,023 +19,734 +2%
TI
72
Truepoint Inc
Ohio
$24.7M 1,212,012 -20,454 -2%
PIMG
73
Patriot Investment Management Group
Tennessee
$24.1M 1,184,430 -40,725 -3%
Cerity Partners
74
Cerity Partners
New York
$24M 1,179,984 -4,881 -0.4%
WAG
75
Winthrop Advisory Group
Massachusetts
$23.9M 1,174,524 +10,650 +0.9%
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