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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 %
BL
726
Balentine LLC
Georgia
$432K – – –
HFS
727
Heritage Financial Services
Massachusetts
$432K -$48.9K -2,403 -10%
Bank of Montreal
728
Bank of Montreal
Ontario, Canada
$431K +$550 +27 +0.1%
SSI
729
Scott & Selber Inc
Texas
$430K +$305 +15 +0.1%
SRWM
730
Shira Ridge Wealth Management
California
$430K – – –
KFP
731
Keener Financial Planning
Texas
$428K – – –
PFC
732
Phocas Financial Corp
California
$425K – – –
IC
733
IEQ Capital
California
$424K +$5.13K +252 +1%
WS
734
Wedbush Securities
California
$423K -$38.8K -1,905 -8%
S4W
735
Solutions 4 Wealth
Texas
$422K +$366 +18 +0.1%
PIA
736
Pinion Investment Advisors
Kansas
$421K +$7.94K +390 +2%
WCFA
737
Walkner Condon Financial Advisors
Wisconsin
$421K – – –
ESB
738
Essex Savings Bank
Connecticut
$421K – – –
AFG
739
ABLE Financial Group
Arizona
$419K – – –
GC
740
Garde Capital
Washington
$418K -$5.37K -264 -1%
AAMC
741
Asset Allocation & Management Company
Illinois
$413K +$413K +20,280 New
ECM
742
Evergreen Capital Management
Washington
$407K +$14.2K +696 +4%
RCWM
743
Royal Capital Wealth Management
Indiana
$407K -$185K -9,105 -31%
OWM
744
OneAscent Wealth Management
Alabama
$407K +$42.1K +2,070 +12%
EW
745
Evoke Wealth
California
$407K +$407K +19,998 New
MFC
746
Morris Financial Concepts
South Carolina
$406K – – –
SEM
747
Strategic Equity Management
Arizona
$405K -$10.3K -504 -2%
VPIM
748
Vanguard Personalized Indexing Management
California
$402K -$2.36M -115,872 -85%
EF
749
Empowered Funds
Pennsylvania
$400K +$400K +19,674 New
MPCL
750
My Personal CFO LLC
Washington
$390K – – –
28 29
30
31 32