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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 %
MWM
126
Mission Wealth Management
California
$12.6M +$11.4M +558,876 +934%
MIA
127
Milestone Investment Advisors
Wisconsin
$12.5M -$322K -15,825 -3%
LW
128
Libra Wealth
California
$12.5M -$356K -17,490 -3%
IDA
129
Intelligence Driven Advisers
California
$12.2M -$609K -29,934 -5%
TW
130
Transform Wealth
Colorado
$12.1M +$1.92M +94,422 +19%
Empower Advisory Group
131
Empower Advisory Group
Colorado
$12M +$57.7K +2,835 +0.5%
VCP
132
Vista Capital Partners
Oregon
$12M -$130K -6,366 -1%
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$11.7M +$18.6K +912 +0.2%
Fidelity Investments
134
Fidelity Investments
Massachusetts
$11.6M +$2.46M +120,771 +27%
RWIA
135
Roger Wittlin Investment Advisory
California
$11.5M -$1.62M -79,614 -12%
VAS
136
Valicenti Advisory Services
New York
$11.4M -$14.3K -702 -0.1%
WAM
137
Weinberger Asset Management
California
$11.4M -$42.4K -2,082 -0.4%
PCM
138
Passive Capital Management
Maryland
$11.3M -$46.9K -2,307 -0.4%
DW
139
Dodds Wealth
Colorado
$11.3M +$2.1M +103,320 +23%
GFS
140
GYL Financial Synergies
Connecticut
$11.1M +$356K +17,472 +3%
OWM
141
Opes Wealth Management
California
$11M -$1.47K -72 -0%
RJA
142
Raymond James & Associates
Florida
$10.5M +$1.19M +58,578 +13%
Lido Advisors
143
Lido Advisors
California
$10.5M -$331K -16,254 -3%
BIP
144
Blue Investment Partners
California
$10.5M +$1.24M +61,023 +13%
TCM
145
Towercrest Capital Management
Pennsylvania
$10.2M -$223K -10,971 -2%
AWMG
146
Alliance Wealth Management Group
New Jersey
$10.2M -$223K -10,956 -2%
AFG
147
Atomi Financial Group
New York
$10.1M -$336K -16,533 -3%
CHA
148
Carmichael Hill & Associates
Maryland
$10.1M +$109K +5,337 +1%
EFG
149
Everhart Financial Group
Ohio
$9.99M -$55.1K -2,706 -0.5%
BWL
150
Beacon Wealthcare LLC
North Carolina
$9.8M -$133K -6,555 -1%
4 5
6
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