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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 %
SAG
1076
SageView Advisory Group
California
– -$1.38M -72,351 Closed
AFAS
1077
Acorn Financial Advisory Services
Virginia
– -$1.19M -65,385 Closed
GL
1078
Graypoint LLC
New York
– -$953K -51,360 Closed
VHAM
1079
Van Hulzen Asset Management
California
– -$762K -41,046 Closed
ARC
1080
Advisor Resource Council
Texas
– -$720K -38,796 Closed
WCM
1081
Winthrop Capital Management
Indiana
– -$673K -36,243 Closed
TI
1082
Trexquant Investment
Connecticut
– -$567K -30,537 Closed
SGWM
1083
Sterling Group Wealth Management
California
– -$565K -30,435 Closed
CCM
1084
Carlson Capital Management
Minnesota
– -$474K -25,566 Closed
CAP
1085
Columbia Advisory Partners
Washington
– -$430K -23,157 Closed
ACM
1086
AlphaStar Capital Management
North Carolina
– -$413K -22,278 Closed
MAWA
1087
Moss Adams Wealth Advisors
Washington
– -$390K -21,003 Closed
Millennium Management
1088
Millennium Management
New York
– -$383K -20,637 Closed
PCM
1089
Pennsylvania Capital Management
Pennsylvania
– -$257K -13,836 Closed
GBWM
1090
Granite Bay Wealth Management
New Hampshire
– -$228K -13,230 Closed
HF
1091
HRT Financial
New York
– -$236K -12,741 Closed
CST
1092
Charles Schwab Trust
Nevada
– -$233K -12,570 Closed
SM
1093
Sensible Money
Arizona
– -$229K -12,336 Closed
PPA
1094
Painted Porch Advisors
California
– -$219K -11,778 Closed
CIM
1095
Chapman Investment Management
California
– -$218K -11,745 Closed
CCM
1096
Condor Capital Management
New Jersey
– -$209K -11,235 Closed
AWA
1097
Arkadios Wealth Advisors
Georgia
– -$205K -11,046 Closed
NFA
1098
Northwest Financial Advisors
Virginia
– -$166K -8,943 Closed
LB
1099
Legacy Bridge
Iowa
– -$114K -6,150 Closed
HI
1100
Hoey Investments
Pennsylvania
– -$68.2K -3,675 Closed
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44
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