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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 %
MWA
151
Motive Wealth Advisors
Michigan
$9.76M – – –
RMC
152
Regis Management Company
California
$9.71M – – –
PCIA
153
Prime Capital Investment Advisors
Kansas
$9.69M -$374K -18,381 -4%
LIM
154
Leavell Investment Management
Alabama
$9.67M +$396K +19,458 +4%
RIM
155
Rockbridge Investment Management
New York
$9.57M -$433K -21,276 -4%
DBRC
156
D.B. Root & Company
Pennsylvania
$9.51M -$861K -42,333 -8%
SFA
157
Sequoia Financial Advisors
Ohio
$9.47M +$354K +17,403 +4%
JJBC
158
James J. Burns & Company
New York
$9.46M -$4.7M -233,229 -33%
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$9.38M -$109K -5,373 -1%
ZF
160
Zhang Financial
Michigan
$9.3M -$90K -4,425 -1%
SWM
161
SigFig Wealth Management
California
$9.2M -$596K -34,977 -6%
EE
162
EWG Elevate
California
$9.2M -$2.58M -126,549 -22%
WPW
163
Waldron Private Wealth
Pennsylvania
$9.16M – – –
TA
164
TruWealth Advisors
Louisiana
$9.14M +$153K +7,497 +2%
Goldman Sachs
165
Goldman Sachs
New York
$9.1M -$25.7M -1,260,579 -74%
HCA
166
Horan Capital Advisors
Ohio
$9.08M -$306K -15,015 -3%
FOA
167
Five Oceans Advisors
California
$8.89M +$366 +18 +0%
SHJ
168
Sharkey, Howes & Javer
Colorado
$8.81M +$530K +26,064 +6%
CPIG
169
Chicago Partners Investment Group
Illinois
$8.74M +$839K +42,774 +11%
IA
170
IFP Advisors
Florida
$8.71M -$35K -1,722 -0.4%
AA
171
Apriem Advisors
California
$8.58M -$3.3K -162 -0%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$8.57M -$225K -11,052 -3%
PF
173
Prosperitas Financial
California
$8.54M +$985K +48,426 +13%
RF
174
RHS Financial
California
$8.53M +$79.4K +3,900 +0.9%
Ameriprise
175
Ameriprise
Minnesota
$8.5M -$1.02M -50,142 -11%
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