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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 Holding Trade Value Shares
Change 		Shares
Change %
SF
101
Schaeffer Financial
Maryland
$17.5M -$4.88K -240 -0%
GVAG
102
Great Valley Advisor Group
Delaware
$17M -$606K -29,772 -3%
IF
103
Intrua Financial
Texas
$17M +$758K +37,263 +5%
TW
104
TrinityPoint Wealth
Connecticut
$16.8M +$82.8K +4,071 +0.5%
MWP
105
Meridian Wealth Partners
Pennsylvania
$16.5M -$4.65M -228,639 -22%
RBC
106
Roble Belko & Company
Pennsylvania
$16.4M -$420K -20,643 -3%
WC
107
Wynn Capital
Georgia
$16.3M -$476K -23,406 -3%
MAS
108
Madden Advisory Services
Florida
$16.3M -$390K -19,170 -2%
HI
109
Harbour Investments
Wisconsin
$16.3M +$297K +14,583 +2%
TWM
110
Tradition Wealth Management
Minnesota
$16.2M +$504K +24,747 +3%
SFC
111
SYM Financial Corp
Indiana
$15.8M -$10.8M -531,039 -41%
TWM
112
Tanglewood Wealth Management
Texas
$15.7M -$333K -16,371 -2%
AA
113
Ashford Advisors
New York
$15.7M -$775K -38,076 -5%
Corient Private Wealth
114
Corient Private Wealth
Florida
$15.4M +$623K +30,633 +4%
JWS
115
Juncture Wealth Strategies
Arizona
$15.2M +$390K +19,176 +3%
ECM
116
Elgethun Capital Management
South Dakota
$15M +$248K +12,156 +2%
PP
117
PrairieView Partners
Minnesota
$14.5M -$420K -20,634 -3%
AIP
118
Almanack Investment Partners
Pennsylvania
$14.5M +$3.9M +191,535 +37%
CKAIS
119
Christensen King & Associates Investment Services
Washington
$14.3M +$187K +9,189 +1%
LPAM
120
Lodestar Private Asset Management
California
$14.3M -$350K -17,181 -2%
Stifel Financial
121
Stifel Financial
Missouri
$13.3M +$362K +17,799 +3%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$13.1M -$211K -10,380 -2%
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$13.1M -$214K -10,536 -2%
SIG
124
Spinnaker Investment Group
California
$13M -$239K -11,745 -2%
DCM
125
Davis Capital Management
Florida
$12.7M +$211K +10,419 +2%
3 4
5
6 7