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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 %
HWM
976
HighMark Wealth Management
Minnesota
$51.3K +$122 +6 +0.2%
FFA
977
Frazier Financial Advisors
Ohio
$51K -$1.34K -66 -3%
ACA
978
American Capital Advisory
Idaho
$49.7K +$4.74K +297 +11%
LWANC
979
Laurel Wealth Advisors (North Carolina)
North Carolina
$49.6K – – –
MCM
980
Manchester Capital Management
Vermont
$49K +$732 +36 +2%
HCM
981
Hollencrest Capital Management
California
$48.4K – – –
NRG
982
Nemes Rush Group
Michigan
$46K +$29.1K +1,428 +172%
BL
983
BFSG LLC
California
$45.6K +$244 +12 +0.5%
RIA
984
Realta Investment Advisors
Delaware
$44.5K +$44.5K +2,184 New
GGI
985
Godsey & Gibb Inc
Virginia
$42.8K -$3.85K -189 -8%
FHA
986
First Horizon Advisors
Tennessee
$41.1K +$122 +6 +0.3%
CA
987
CoreCap Advisors
Michigan
$38.8K +$38.8K +1,905 New
CFD
988
Creative Financial Designs
Indiana
$37.9K – – –
RDIA
989
RE Dickinson Investment Advisors
Iowa
$35K +$989 +48 +3%
CIAS
990
Capital Investment Advisory Services
North Carolina
$34.9K -$101K -4,941 -74%
MFA
991
McClarren Financial Advisors
Pennsylvania
$34K +$123 +6 +0.4%
GWM
992
Geneos Wealth Management
Colorado
$34K -$61 -3 -0.2%
B
993
Birchbrook
Maine
$33.9K -$12.2K -600 -26%
MWA
994
Moser Wealth Advisors
Washington
$33.4K +$61 +3 +0.2%
EWA
995
EverSource Wealth Advisors
Alabama
$32.6K -$3.27K -168 -9%
OFG
996
Oxford Financial Group
Indiana
$32K – – –
WPWM
997
Western Pacific Wealth Management
Illinois
$31.5K +$122 +6 +0.4%
NG
998
NWK Group
California
$31.4K – – –
GWSG
999
GPS Wealth Strategies Group
Colorado
$31K – – –
TFM
1000
TFC Financial Management
Massachusetts
$30.7K – – –
38 39
40
41 42