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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 %
LWM
901
Lyell Wealth Management
California
$211K +$211K +10,377 New
AIA
902
Armor Investment Advisors
North Carolina
$211K +$244 +12 +0.1%
CA
903
Carson Advisory
Georgia
$211K -$11.4K -558 -5%
MFT
904
Moisand Fitzgerald Tamayo
Florida
$210K -$6.41K -315 -3%
TWM
905
Tanager Wealth Management
United Kingdom
$210K -$34.4K -1,692 -14%
EAM
906
Empirical Asset Management
Massachusetts
$209K +$209K +10,281 New
SXL
907
Summit X LLC
Missouri
$209K +$209K +10,278 New
HA
908
HC Advisors
Georgia
$207K +$207K +10,188 New
SCI
909
Silver Coast Investments
United States
$207K +$207K +10,161 New
FIA
910
FPC Investment Advisory
California
$206K +$206K +10,530 New
TB
911
Treynor Bancshares
Iowa
$206K +$206K +10,122 New
SPA
912
Sentinel Pension Advisors
Massachusetts
$206K +$206K +10,104 New
NCM
913
Noesis Capital Mangement
Florida
$205K +$205K +10,095 New
CJFS
914
Coulter & Justus Financial Services
Tennessee
$205K +$205K +10,095 New
MJRIC
915
Mogy Joel R Investment Counsel
California
$205K +$205K +10,083 New
SI
916
Stephens Inc
Arkansas
$205K +$205K +10,083 New
BPWM
917
Badgley Phelps Wealth Managers
Washington
$204K +$204K +10,029 New
CCA
918
Clarity Capital Advisors
Florida
$204K +$204K +10,020 New
RIA
919
Regal Investment Advisors
Michigan
$204K +$204K +10,014 New
TWM
920
Trevian Wealth Management
Massachusetts
$203K +$203K +9,996 New
QWM
921
Quadcap Wealth Management
Texas
$202K +$202K +9,933 New
KWM
922
Kingsview Wealth Management
Oregon
$202K +$202K +9,930 New
BTI
923
Blue Trust Inc
Georgia
$197K -$57.1K -2,805 -22%
OCM
924
Osterweis Capital Management
California
$195K -$178K – –
GWANC
925
Guardian Wealth Advisors (North Carolina)
North Carolina
$193K +$2.44K +120 +1%
35 36
37
38 39