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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 %
LFAS
876
Level Four Advisory Services
Texas
$233K – – –
OCM
877
Orion Capital Management
California
$233K +$23K +1,128 +11%
LA
878
LexAurum Advisors
Kansas
$232K +$9.16K +450 +4%
SCA
879
Snowden Capital Advisors
New York
$231K – – –
Bessemer Group
880
Bessemer Group
New Jersey
$229K -$5.62K -276 -2%
SAM
881
Silvercrest Asset Management
New York
$228K – – –
MM
882
Main Management
California
$228K – – –
WPC
883
Wedmont Private Capital
Pennsylvania
$226K +$61 +3 +0%
GCIM
884
Gunn & Company Investment Management
Florida
$223K – – –
CPSAC
885
Chas P. Smith & Associates (CPS)
Florida
$223K – – –
GFP
886
Guardian Financial Partners
California
$223K -$549 -27 -0.2%
ACP
887
Aveo Capital Partners
Colorado
$219K -$82.3K -4,149 -27%
AIMC
888
Alley Investment Management Company
Illinois
$217K +$217K +10,686 New
PMFA
889
Plante Moran Financial Advisors
Michigan
$217K -$10.6K -522 -5%
WWS
890
Wellington Wealth Strategies
Indiana
$216K +$216K +10,638 New
RWA
891
River Wealth Advisors
Pennsylvania
$216K +$216K +10,590 New
AWM
892
Act Wealth Management
Texas
$214K +$214K +10,524 New
ACI
893
Alpha Cubed Investments
California
$214K -$3.97M -195,015 -95%
BFWM
894
Bright Futures Wealth Management
New York
$214K +$214K +10,170 New
CAC
895
Certified Advisory Corp
Florida
$213K +$213K +10,449 New
CPRC
896
Consolidated Portfolio Review Corp
New York
$212K +$212K +10,431 New
PI
897
PFG Investments
New York
$212K +$212K +10,431 New
UFA
898
US Financial Advisors
Massachusetts
$212K +$212K +10,428 New
SPIS
899
Steward Partners Investment Solutions
Oregon
$212K +$212K +10,422 New
LWM
900
Lyell Wealth Management
California
$211K +$211K +10,377 New
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36
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