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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.

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
1
Waverly Advisors
Alabama
$21.5M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$35.5M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$79.5M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$33.7M
5
MWM
5
Mission Wealth Management
California
$12.6M

Top Sellers

1
FWM
1
FFT Wealth Management
Pennsylvania
$5.87M
2
LP
2
LGL Partners
Pennsylvania
$865K
3
Morgan Stanley
3
Morgan Stanley
New York
$56.7M
4
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.34B
5
MIS
5
Morningstar Investment Services
Illinois
$44.2M
Name Market Value Shares Shares
Change 		Shares
Change %
ODG
1101
O'Dell Group
Ohio
– – -3,306 Closed
ITIM
1102
Indiana Trust & Investment Management
Indiana
– – -2,526 Closed
CMAI
1103
Capital Management Associates Inc
Minnesota
– – -2,520 Closed
SA
1104
Scarborough Advisors
Maryland
– – -2,337 Closed
BWM
1105
BKM Wealth Management
Wisconsin
– – -2,190 Closed
RWM
1106
Ruedi Wealth Management
Illinois
– – -1,962 Closed
Simplex Trading
1107
Simplex Trading
Illinois
– – -1,329 Closed
NECFA
1108
New England Capital Financial Advisors
Connecticut
– – -1,026 Closed
MSWM
1109
McGlone Suttner Wealth Management
Wisconsin
– – -618 Closed
LPP
1110
Life Planning Partners
Florida
– – -510 Closed
FWM
1111
Focused Wealth Management
New York
– – -450 Closed
OP
1112
ORG Partners
Indiana
– – -402 Closed
HT
1113
Headlands Technologies
Illinois
– – -204 Closed
AIM
1114
Arcadia Investment Management
Michigan
– – -36 Closed
TVAMP
1115
Tennessee Valley Asset Management Partners
Tennessee
– – -18 Closed
Twin Tree Management
1116
Twin Tree Management
Texas
– – – –
KA
1117
Kozak & Associates
Colorado
– – – –
CG
1118
Cutler Group
California
– – – –
Wolverine Trading
1119
Wolverine Trading
Illinois
– – – –
Group One Trading
1120
Group One Trading
Illinois
– – – –
IMC Chicago
1121
IMC Chicago
Illinois
– – – –
Citadel Advisors
1122
Citadel Advisors
Florida
– – – –
41 42 43 44
45