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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.

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
1
Waverly Advisors
Alabama
$21.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$79.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$33.7M
5
MWM
5
Mission Wealth Management
California
$12.6M

Top Sellers

1
FWM
1
FFT Wealth Management
Pennsylvania
$5.87M
2
LP
2
LGL Partners
Pennsylvania
$865K
3
Morgan Stanley
3
Morgan Stanley
New York
$56.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.34B
5
MIS
5
Morningstar Investment Services
Illinois
$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
76
Gemmer Asset Management
California
$23.4M +$6.41K +315 +0%
FFN
77
Focus Financial Network
Minnesota
$22.9M -$905K -46,767 -4%
BCWM
78
Bartlett & Co Wealth Management
Ohio
$22.8M +$46.3K +2,274 +0.2%
AIS
79
American Investment Services
Massachusetts
$22.6M -$610 -30 -0%
OAJ
80
Ogorek Anthony Joseph
New York
$22.5M -$440K -21,627 -2%
SA
81
Shilanski & Associates
Alaska
$22.4M +$523K +25,683 +2%
SA
82
Strategic Advisors
New York
$22.3M -$451K -22,167 -2%
GB
83
Goepper Burkhardt
South Carolina
$21.8M +$331K +16,398 +2%
UCFA
84
United Capital Financial Advisors
Texas
$21.5M -$1.31M -64,194 -6%
WA
85
Waverly Advisors
Alabama
$21.5M +$19.5M +958,221 +992%
VNA
86
Valley National Advisers
Pennsylvania
$21.3M +$1.47M +72,057 +7%
CCA
87
Cobblestone Capital Advisors
New York
$21M -$385K -18,915 -2%
AWM
88
Avior Wealth Management
Nebraska
$20.8M +$41.1K +2,022 +0.2%
PRS
89
Pinkerton Retirement Specialists
Idaho
$20.7M -$5.54M -272,223 -21%
UBS Group
90
UBS Group
Switzerland
$20.4M +$1.16M +56,931 +6%
SFP
91
Strategic Financial Planning
Texas
$19.9M -$793K -38,970 -4%
BIM
92
Breakwater Investment Management
Washington
$19.6M +$19.6M +962,319 New
LEFP
93
Leading Edge Financial Planning
Tennessee
$19.6M +$1.44M +70,833 +8%
GA
94
GSG Advisors
New Jersey
$19.3M -$932K -46,194 -5%
RC
95
Roundview Capital
New Jersey
$18.8M +$2.77M +135,885 +17%
GLR
96
Great Lakes Retirement
Ohio
$18.6M -$432K -21,204 -2%
MFGP
97
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.4M -$168K -8,277 -0.9%
RSWA
98
Robinson Smith Wealth Advisors
Maine
$18.3M +$215K +10,563 +1%
CHJWM
99
Carlton Hofferkamp & Jenks Wealth Management
Texas
$17.6M -$1.2M -61,536 -6%
EI
100
Ellevest Inc
New York
$17.5M -$53.2K -2,613 -0.3%
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4
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