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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 %
AMM
776
American Money Management
California
$345K – – –
GLA
777
Good Life Advisors
Pennsylvania
$343K +$1.1K +54 +0.3%
KA
778
Klingman & Associates
New York
$342K – – –
BFG
779
Berger Financial Group
Minnesota
$342K +$342K +16,788 New
BC
780
Brio Consultants
California
$340K +$3.79K +186 +1%
JC
781
Jacobs & Co
California
$340K -$3.65K -180 -1%
YAL
782
Your Advocates Ltd
Texas
$339K +$1.04K +51 +0.3%
BWP
783
Baldwin Wealth Partners
Massachusetts
$337K -$25.9K -1,275 -7%
SFG
784
Sage Financial Group
Pennsylvania
$337K +$4.64K +228 +1%
MIM
785
Moseley Investment Management
Florida
$335K – – –
TCWM
786
Total Clarity Wealth Management
Illinois
$334K +$61 +3 +0%
RWG
787
Ratio Wealth Group
Colorado
$331K – – –
AA
788
AlphaQ Advisors
Florida
$331K -$2.81K -138 -0.8%
WCM
789
WealthBridge Capital Management
Ohio
$328K +$6.29K +309 +2%
AFA
790
AA Financial Advisors
Ohio
$328K +$328K +16,119 New
AWM
791
Abound Wealth Management
Tennessee
$327K +$60.6K +2,979 +23%
CW
792
CreativeOne Wealth
Kansas
$326K +$23.5K +1,155 +8%
BFA
793
Bill Few Associates
Pennsylvania
$325K – – –
CCM
794
Coldstream Capital Management
Washington
$323K +$4.27K +210 +1%
PP
795
PDS Planning
Ohio
$323K +$855 +42 +0.3%
BWA
796
Bordeaux Wealth Advisors
California
$323K – – –
BDF
797
Black Diamond Financial
Maryland
$321K – – –
LWM
798
Liberty Wealth Management
California
$321K +$46.3K +2,280 +17%
FSWA
799
Financial Synergies Wealth Advisors
Texas
$320K +$794 +39 +0.2%
AFA
800
American Financial Advisors
Georgia
$319K +$1.4K +69 +0.4%
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