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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 %
CAM
951
Creekmur Asset Management
Illinois
$96.2K -$25.8K -1,269 -21%
DWM
952
Dogwood Wealth Management
Kansas
$94.8K – – –
PGAM
953
Princeton Global Asset Management
New Jersey
$90.4K +$61 +3 +0.1%
TSWM
954
Tyler-Stone Wealth Management
Ohio
$89.1K – – –
AssetMark Inc
955
AssetMark Inc
California
$89.1K +$71.6K +3,519 +410%
ME
956
McIlrath & Eck
Washington
$86.1K – – –
EWA
957
Elevate Wealth Advisory
Georgia
$85.9K – – –
WT
958
Whittier Trust
California
$85.3K – – –
Qube Research & Technologies (QRT)
959
Qube Research & Technologies (QRT)
United Kingdom
$85.2K -$105K -5,160 -55%
MA
960
Montag & Associates
Georgia
$76.1K +$244 +12 +0.3%
TCOV
961
Trust Company of Vermont
Vermont
$74.1K +$74.1K +3,639 New
PS
962
Principal Securities
Iowa
$73.3K +$23K +1,131 +46%
GWS
963
Glassman Wealth Services
Virginia
$73K – – –
CFGS
964
Concourse Financial Group Securities
Alabama
$72.8K – – –
EA
965
Evolution Advisers
Virginia
$70K +$23.3K +1,134 +50%
NIC
966
Northwest Investment Counselors
Oregon
$63.7K +$63.7K +3,129 New
HFS
967
Hantz Financial Services
Michigan
$63K +$183 +9 +0.3%
VWA
968
Valued Wealth Advisors
Utah
$61.1K +$61.1K +3,000 New
MAM
969
Marquette Asset Management
Minnesota
$60.6K – – –
PP
970
Pacifica Partners
Canada
$60.5K -$82.3K -4,080 -58%
IPW
971
Impact Partnership Wealth
Georgia
$56.8K – – –
PAM
972
Palisade Asset Management
Minnesota
$56.5K +$56.5K +2,775 New
CTC
973
Central Trust Company
Missouri
$55.6K – – –
HRC
974
Hoertkorn Richard Charles
$54.9K – – –
AWM
975
Angeles Wealth Management
California
$54.3K – – –
37 38
39
40 41