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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
$21.5M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$35.5M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$79.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$33.7M
5
MWM
Mission Wealth Management
California
$12.6M

Top Sellers

1
FWM
FFT Wealth Management
Pennsylvania
$5.87M
2
LP
LGL Partners
Pennsylvania
$865K
3
Morgan Stanley
Morgan Stanley
New York
$56.7M
4
Wealthfront Advisers
Wealthfront Advisers
California
$1.34B
5
MIS
Morningstar Investment Services
Illinois
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
926
SJS Investment Consulting
Ohio
$168K – – –
SSB
927
Sandy Spring Bank
Maryland
$164K +$122 +6 +0.1%
TWP
928
TFO Wealth Partners
Ohio
$163K – – –
SPIA
929
Steward Partners Investment Advisory
New York
$158K +$20.1K +990 +15%
WIA
930
Wetzel Investment Advisors
Indiana
$151K – – –
BF
931
BOK Financial
Oklahoma
$150K – – –
FF
932
Friedenthal Financial
New Jersey
$149K -$12.5K -612 -8%
RCM
933
Richardson Capital Management
Wisconsin
$147K +$10.3K +504 +8%
SS
934
Sunbelt Securities
Texas
$141K – – –
PFSC
935
Peoples Financial Services Corp
Pennsylvania
$140K – – –
BFO
936
Biltmore Family Office
North Carolina
$137K – – –
PCFFS
937
Pacific Center for Financial Services
California
$136K +$794 +39 +0.6%
TF
938
Tompkins Financial
New York
$133K – – –
PCA
939
Providence Capital Advisors
North Carolina
$122K -$79.4K -3,900 -39%
WIC
940
Woodmont Investment Counsel
Tennessee
$122K +$122K +5,988 New
CCP
941
Clarkston Capital Partners
Michigan
$119K -$48.6K -2,388 -29%
HPC
942
HM Payson & Co
Maine
$118K – – –
HPIA
943
Hamilton Point Investment Advisors
North Carolina
$114K – – –
IRC
944
Investors Research Corp
Georgia
$108K – – –
CT
945
Colonial Trust
South Carolina
$108K +$108K +5,304 New
PCM
946
Perritt Capital Management
Illinois
$107K +$2.63K +129 +3%
CWC
947
Carolinas Wealth Consulting
North Carolina
$103K -$1.83K -90 -2%
PFBT
948
Parkside Financial Bank & Trust
Missouri
$99.6K +$244 +12 +0.2%
VWM
949
Venturi Wealth Management
Texas
$99.4K – – –
SWS
950
SYSTM Wealth Solutions
Illinois
$98.8K +$98.8K +4,857 New
36 37
38
39 40