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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 %
HGERS
1001
Householder Group Estate & Retirement Specialist
Arizona
$27.3K – – –
CWA
1002
Core Wealth Advisors
Florida
$27.2K – – –
GFPC
1003
Global Financial Private Client
Florida
$27K – – –
Franklin Resources
1004
Franklin Resources
California
$25.6K – – –
AFG
1005
Albion Financial Group
Utah
$25.6K – – –
JFGIW
1006
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.5K -$19.5K -957 -43%
MCA
1007
Maryland Capital Advisors
Maryland
$25.5K – – –
JGIA
1008
Jackson Grant Investment Advisers
Connecticut
$25.2K +$61 +3 +0.2%
BCMLT
1009
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.4K – – –
WAG
1010
Wiser Advisor Group
Arizona
$23.7K -$61 -3 -0.3%
BCM
1011
Blume Capital Management
California
$22.6K – – –
JFA
1012
JNBA Financial Advisors
Minnesota
$22.2K – – –
GWSA
1013
Global Wealth Strategies & Associates
Colorado
$21.7K – – –
AWM
1014
Aberdeen Wealth Management
Illinois
$21.4K – – –
FGAM
1015
Financial Gravity Asset Management
Texas
$20.3K +$20.2K +990 +16,500%
LC
1016
Lindbrook Capital
California
$20K -$489 -24 -2%
TAM
1017
Tucker Asset Management
Colorado
$19.7K +$19.7K +969 New
CTA
1018
Colonial Trust Advisors
South Carolina
$19.5K +$19.5K +960 New
BHWM
1019
Beaird Harris Wealth Management
Texas
$18.8K – – –
RIL
1020
Rothschild Investment LLC
Illinois
$18.1K +$18.1K +888 New
RF
1021
Robbins Farley
New Hampshire
$15K – – –
First Manhattan
1022
First Manhattan
New York
$14.5K – – –
FP
1023
Financial Perspectives
Minnesota
$14.4K +$61 +3 +0.4%
T
1024
Tidemark
California
$13.3K – – –
VWM
1025
Valley Wealth Managers
New Jersey
$13.2K -$82.7K -4,062 -86%
39 40
41
42 43