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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 %
AP
751
Appleton Partners
Massachusetts
$387K -$34.3K -1,686 -8%
LAIC
752
Lederer & Associates Investment Counsel
California
$387K -$19.9K -975 -5%
RVPG
753
Relative Value Partners Group
$385K – – –
PB
754
Pinnacle Bancorp
Nebraska
$382K – – –
OC
755
Oarsman Capital
Wisconsin
$381K -$12.1K -594 -3%
RPSA
756
Richard P. Slaughter Associates
Texas
$380K -$164K -8,043 -30%
TIA
757
Tiemann Investment Advisors
California
$380K -$1.71K -84 -0.4%
SHA
758
Seneca House Advisors
Virginia
$373K +$6.78K +333 +2%
BWA
759
Burt Wealth Advisors
Maryland
$371K +$18.1K +888 +5%
VIA
760
Vickerman Investment Advisors
Washington
$370K +$3.85K +189 +1%
RFC
761
Regions Financial Corp
Alabama
$367K -$145K -7,125 -28%
PSF
762
Pacific Sun Financial
California
$366K -$9.77K -480 -3%
UAS
763
United Asset Strategies
New York
$366K – – –
CAM
764
Cubic Asset Management
Massachusetts
$366K +$1.34K +66 +0.4%
IFS
765
Ifrah Financial Services
Arkansas
$364K -$57.2K -2,811 -14%
SPWM
766
Schrum Private Wealth Management
Florida
$363K – – –
BL
767
BCWM LLC
Kansas
$363K -$4.6M -226,131 -93%
SFP
768
Shepherd Financial Partners
Massachusetts
$361K +$1.1K +54 +0.3%
AAS
769
Ameritas Advisory Services
Nebraska
$361K +$87.9K +4,368 +32%
SCM
770
Schnieders Capital Management
California
$359K – – –
FFM
771
Forum Financial Management
Illinois
$357K +$122 +6 +0%
SSA
772
Sierra Summit Advisors
Nevada
$357K – – –
PO
773
Private Ocean
California
$353K +$977 +48 +0.3%
SRC
774
Sage Rhino Capital
California
$351K +$14.5K +714 +4%
FRA
775
Front Row Advisors
California
$349K -$1.71K -84 -0.5%
29 30
31
32 33