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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 %
Comerica Bank
801
Comerica Bank
Texas
$315K +$42.6K +2,091 +16%
ONSWM
802
Old North State Wealth Management
North Carolina
$314K +$2.02K +99 +0.6%
WTC
803
WhitTier Trust Company
Nevada
$312K – – –
FCIM
804
Fairview Capital Investment Management
California
$312K – – –
OIA
805
Optimum Investment Advisors
Illinois
$309K – – –
BFM
806
Broadview Financial Management
Wisconsin
$306K +$916 +45 +0.3%
CANC
807
Culbertson A N & Co
Virginia
$305K +$305K +15,000 New
AWM
808
Able Wealth Management
New Jersey
$303K -$15K -738 -5%
UB
809
UMB Bank
Missouri
$299K – – –
TP
810
Tranquility Partners
Tennessee
$299K -$1.04K -51 -0.3%
AC
811
Apella Capital
Connecticut
$296K -$110K -5,442 -27%
VCM
812
Versant Capital Management
Arizona
$295K +$855 +42 +0.3%
CWA
813
Carolina Wealth Advisors
South Carolina
$292K -$37.7K -1,851 -11%
LFG
814
Larson Financial Group
Missouri
$292K +$10.4K +510 +4%
CGPCS
815
Capital Group Private Client Services
California
$291K +$794 +39 +0.3%
AWC
816
Adamsbrown Wealth Consultants
Kansas
$289K +$855 +42 +0.3%
BAWC
817
Boyce & Associates Wealth Consulting
Texas
$285K -$6.47K -318 -2%
GLLW
818
Graves Light Lenhart Wealth
Virginia
$284K – – –
WP
819
WealthShield Partners
North Carolina
$284K -$11.5K -567 -4%
IFA
820
Index Fund Advisors
California
$284K – – –
JPWM
821
Jamison Private Wealth Management
Georgia
$283K -$5.68K -279 -2%
FFA
822
Fragasso Financial Advisors
Pennsylvania
$283K +$244 +12 +0.1%
CFA
823
Cahill Financial Advisors
Minnesota
$280K +$611 +30 +0.2%
WPIC
824
White Pine Investment Company
Michigan
$279K -$88.4K -4,350 -24%
AAG
825
Armstrong Advisory Group
Massachusetts
$278K – – –
31 32
33
34 35