SCHB icon

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 %
BRWA
176
B. Riley Wealth Advisors
Florida
$8.38M -$155K -9,354 -2%
Cetera Investment Advisers
177
Cetera Investment Advisers
Illinois
$8.3M +$8.3M +408,039 New
BDFN
178
Bond & Devick Financial Network
Minnesota
$8.16M +$7.14K +351 +0.1%
VFIC
179
Valley Forge Investment Consultants
Pennsylvania
$8.11M +$21.2K +1,041 +0.3%
PFM
180
Peak Financial Management
Massachusetts
$8.04M +$172K +8,469 +2%
SCM
181
Spreng Capital Management
Ohio
$7.85M -$349K -17,172 -4%
SSWM
182
Sheets Smith Wealth Management
North Carolina
$7.83M +$232K +11,400 +3%
PP
183
Pegasus Partners
Wisconsin
$7.82M – – –
EFG
184
Embree Financial Group
Illinois
$7.8M -$329K -16,164 -4%
ICM
185
Islay Capital Management
Texas
$7.74M +$71.9K +3,534 +0.9%
CPG
186
Custom Portfolio Group
Colorado
$7.64M – – –
SA
187
SRH Advisors
Kansas
$7.59M +$116K +5,685 +2%
JFG
188
JMG Financial Group
Illinois
$7.37M -$114K -5,613 -2%
TFF
189
The Family Firm
Maryland
$7.24M +$534K +26,250 +8%
MWP
190
Madison Wealth Partners
Wisconsin
$7.21M +$501K +24,597 +7%
CFMC
191
Curbstone Financial Management Corp
New Hampshire
$7.2M -$235K -11,562 -3%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$7.09M +$242K +11,892 +4%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$6.98M +$591K +29,061 +9%
LCM
194
Liberty Capital Management
Michigan
$6.96M -$558K -27,420 -7%
NA
195
NewEdge Advisors
Louisiana
$6.88M +$906K +44,502 +15%
CAN
196
Cetera Advisor Networks
California
$6.82M +$1.42M +69,723 +26%
EFN
197
Equita Financial Network
Pennsylvania
$6.8M -$3.09M -151,857 -31%
OFG
198
Orcam Financial Group
California
$6.78M -$214K -10,497 -3%
BIP
199
Blueprint Investment Partners
North Carolina
$6.53M +$7.69K +378 +0.1%
JWA
200
JFS Wealth Advisors
Pennsylvania
$6.49M -$122K -6,015 -2%
6 7
8
9 10