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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 %
KFI
1026
Key Financial Inc
Pennsylvania
$12.9K – – –
IF
1027
Integrity Financial
Wyoming
$12.7K – – –
AFS
1028
Annapolis Financial Services
Maryland
$12.5K -$11.5K -567 -48%
VL
1029
Vima LLC
Michigan
$12.4K – – –
SL
1030
Salomon & Ludwin
Virginia
$12.2K – – –
WT
1031
Washington Trust
Rhode Island
$11.5K – – –
SAM
1032
Smartleaf Asset Management
Massachusetts
$11.5K +$11.5K +564 New
BMC
1033
Bear Mountain Capital
Washington
$11.1K -$7.62K -393 -41%
AW
1034
Avion Wealth
Texas
$11K – – –
BSB
1035
Bangor Savings Bank
Maine
$10.4K – – –
CAM
1036
Costello Asset Management
Pennsylvania
$10.1K +$1.95K +96 +24%
NRC
1037
New Republic Capital
North Carolina
$9.77K – – –
SVCP
1038
Silicon Valley Capital Partners
California
$9.06K +$9.06K +444 New
BAM
1039
Bellevue Asset Management
Washington
$8.55K – – –
CPG
1040
Cornerstone Planning Group
New Jersey
$8.52K – – –
MIM
1041
MTM Investment Management
South Carolina
$8.18K +$8.18K +402 New
FFL
1042
Financial Freedom LLC
Ohio
$7.71K – – –
IGWM
1043
ICA Group Wealth Management
Colorado
$7.33K – – –
PCM
1044
Penserra Capital Management
California
$7K +$7K +381 New
MIM
1045
Macroview Investment Management
Maryland
$6.9K – – –
CMA
1046
Cedar Mountain Advisors
Oregon
$6.47K – – –
CP
1047
Castleview Partners
Texas
$5.81K -$37.9K -1,860 -87%
AA
1048
Addison Advisors
Vermont
$5.62K -$5.5K -270 -49%
CJH
1049
Christopher J. Hasenberg
Wisconsin
$5.37K +$5.37K +264 New
GWP
1050
Gen-Wealth Partners
Michigan
$5.19K +$5.19K +255 New
40 41
42
43 44