SCHB icon

Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,068 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, 397 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
+38
Holders Change %
+3.69%
% of All Funds
15.48%
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
397
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 %
PP
851
Patten & Patten
Tennessee
$252K – – –
GD
852
Grandfield & Dodd
New York
$252K -$916 -45 -0.4%
QCMNJ
853
Quantum Capital Management (New Jersey)
New Jersey
$251K -$12.1K -597 -5%
FBB
854
Fulton Breakefield Broenniman
Maryland
$251K +$244 +12 +0.1%
PI
855
Pachira Investments
California
$249K -$9.83K -483 -4%
FA
856
Fiduciary Alliance
South Carolina
$246K -$44.3K -2,181 -15%
FFWA
857
FRG Family Wealth Advisors
Washington
$244K – – –
SIMC
858
Squire Investment Management Company
Utah
$244K – – –
CGA
859
Crescent Grove Advisors
Illinois
$244K – – –
PWP
860
Precedent Wealth Partners
Texas
$243K – – –
VWM
861
Vigilare Wealth Management
Arizona
$241K -$14.5K -714 -6%
CCMI
862
Creative Capital Management Investments
California
$240K – – –
AP
863
Americana Partners
Texas
$240K +$733 +36 +0.3%
MSWMA
864
Market Street Wealth Management Advisors
Indiana
$239K -$46.8K -2,301 -16%
CWS
865
Cypress Wealth Services
California
$238K -$15.1K -741 -6%
GT
866
Glenview Trust
Kentucky
$238K +$238K +11,712 New
WFAG
867
Wescott Financial Advisory Group
Pennsylvania
$238K -$88.2K -4,332 -27%
RP
868
Riverwater Partners
Wisconsin
$236K – – –
OPWM
869
Oxinas Partners Wealth Management
Indiana
$236K -$9.16K -450 -4%
CA
870
Claris Advisors
Missouri
$236K +$733 +36 +0.3%
CIA
871
Capital Investment Advisors
Georgia
$236K -$62.4K -3,069 -21%
SG
872
StoneX Group
New York
$234K -$8.06K -396 -3%
D.E. Shaw & Co
873
D.E. Shaw & Co
New York
$234K +$234K +11,505 New
EIG
874
Ellenbecker Investment Group
Wisconsin
$233K +$233K +11,472 New
TBWA
875
Three Bridge Wealth Advisors
California
$233K -$147K -7,227 -39%
33 34
35
36 37