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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 %
EW
1051
Element Wealth
Mississippi
$4.47K +$1.47K +72 +49%
SMA
1052
Sage Mountain Advisors
Georgia
$4.34K -$5.37K -264 -55%
DAM
1053
Delta Asset Management
Tennessee
$4.07K +$61 +3 +2%
BNP Paribas Financial Markets
1054
BNP Paribas Financial Markets
France
$3.97K +$3.97K +195 New
WBC
1055
West Branch Capital
Massachusetts
$3.69K – – –
BBHC
1056
Brown Brothers Harriman & Co
New York
$3.66K – – –
RP
1057
Rice Partnership
Hawaii
$3.34K +$3.34K +165 New
NC
1058
NewSquare Capital
Pennsylvania
$3.05K -$550 -27 -15%
NB
1059
NBT Bank
New York
$2.59K – – –
HCP
1060
Hexagon Capital Partners
Arkansas
$2.45K -$5.62K -276 -70%
PWMG
1061
Private Wealth Management Group
New Jersey
$2.44K +$2.44K +120 New
AWM
1062
AllSquare Wealth Management
New York
$1.34K – – –
FFA
1063
Founders Financial Alliance
North Carolina
$855 +$855 +42 New
SIS
1064
Sound Income Strategies
Florida
$611 -$38K -1,866 -98%
GI
1065
Gradient Investments
Minnesota
$611 -$22.9K -1,122 -97%
WCM
1066
Weaver Capital Management
Georgia
$611 +$611 +30 New
RWA
1067
Redmont Wealth Advisors
Illinois
$401 +$401 +21 New
AT
1068
Arlington Trust
Alabama
$366 – – –
GEA
1069
Glen Eagle Advisors
New Jersey
$244 – – –
RDFA
1070
Ritter Daniher Financial Advisory
Ohio
$123 – – –
IA
1071
IFS Advisors
Kansas
$42 -$38 – –
AC
1072
AlphaCore Capital
California
– -$6.19M -333,813 Closed
MWM
1073
Meridian Wealth Management
Kentucky
– -$6.17M -332,700 Closed
Renaissance Technologies
1074
Renaissance Technologies
New York
– -$2.15M -116,100 Closed
ECML
1075
Eagle Capital Management (Louisiana)
Louisiana
– -$1.8M -97,176 Closed
41 42
43
44 45