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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 %
EHC
826
Everett Harris & Co
California
$278K +$45.8K +2,250 +20%
VFA
827
Valeo Financial Advisors
Indiana
$277K +$10.9K +555 +4%
ACM
828
Advisors Capital Management
New Jersey
$276K -$9.15K -450 -3%
PSCM
829
Per Stirling Capital Management
Texas
$276K – – –
RA
830
Ruggaard & Associates
Ohio
$274K -$1.71K -84 -0.6%
PRI
831
Prepared Retirement Institute
Pennsylvania
$273K +$794 +39 +0.3%
CWM
832
Connecticut Wealth Management
Connecticut
$272K -$12K -591 -4%
CAM
833
Councilmark Asset Management
Tennessee
$270K +$270K +13,290 New
CASC
834
Coppell Advisory Solutions Corp
Texas
$269K +$269K +13,233 New
CIP
835
Capital Insight Partners
Arizona
$269K – – –
CA
836
Clearstead Advisors
Ohio
$268K +$7.22K +357 +3%
Citigroup
837
Citigroup
New York
$267K +$83.8K +4,116 +46%
NPI
838
New Perspectives Inc
Mississippi
$266K +$266K +13,089 New
PFP
839
Pinnacle Financial Partners
Tennessee
$266K – – –
BW
840
BIP Wealth
Georgia
$264K +$5.98K +294 +2%
CCB
841
Cutter & Co Brokerage
Missouri
$261K +$9.28K +456 +4%
MA
842
MONECO Advisors
Connecticut
$260K – – –
SG
843
Somerset Group
Minnesota
$260K +$30.3K +1,488 +13%
ANB
844
Amarillo National Bank
Texas
$259K – – –
HPA
845
High Probability Advisors
New York
$257K +$257K +12,645 New
CIA
846
Choate Investment Advisors
Massachusetts
$257K – – –
EFG
847
Ehrlich Financial Group
California
$257K +$3.05K +150 +1%
AIM
848
Aurora Investment Managers
Florida
$256K – – –
PK
849
Pflug Koory
Nebraska
$256K -$27.1K -1,332 -10%
LF
850
LifeSteps Financial
California
$255K +$12.4K +609 +5%
32 33
34
35 36