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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 %
JIC
201
Johnson Investment Counsel
Ohio
$6.36M -$19.2K -942 -0.3%
BF
202
Brooklyn FI
New York
$6.34M +$1.11M +54,438 +21%
DWM
203
Destination Wealth Management
California
$6.27M -$3.25M -159,738 -34%
AIA
204
Arcadia Investment Advisors
Idaho
$6.17M -$25K -1,230 -0.4%
CFO
205
CVA Family Office
Colorado
$6.11M -$256K -12,576 -4%
MSS
206
Mitchell Sinkler & Starr
Pennsylvania
$6.02M -$1.37M -67,128 -18%
VA
207
Valmark Advisers
Ohio
$5.92M +$140K +6,861 +2%
CAM
208
Cresset Asset Management
Illinois
$5.91M +$343K +16,836 +6%
FWM
209
FFT Wealth Management
Pennsylvania
$5.87M -$93.8M -4,609,767 -94%
BA
210
Ballast Advisors
Minnesota
$5.76M -$28.1K -1,380 -0.5%
JPLA
211
Joseph P. Lucia & Associates
New York
$5.62M +$1.88M +92,241 +50%
LJAC
212
L.J. Altfest & Co
New York
$5.61M -$2.69K -132 -0%
WKWM
213
Walter & Keenan Wealth Management
Indiana
$5.6M +$16.5K +810 +0.3%
PMG
214
ProVise Management Group
Florida
$5.46M +$90.8K +4,464 +2%
MPI
215
Mairs & Power Inc
Minnesota
$5.45M +$324K +15,900 +6%
WBCM
216
Wilson & Boucher Capital Management
California
$5.42M +$136K +6,660 +3%
AWS
217
Atria Wealth Solutions
New York
$5.41M -$398K -19,566 -7%
WFA
218
Wade Financial Advisory
California
$5.4M +$21.5K +1,056 +0.4%
BSW
219
Buckingham Strategic Wealth
Missouri
$5.33M -$576K -28,290 -10%
Northern Trust
220
Northern Trust
Illinois
$5.27M -$94.2K -4,629 -2%
PA
221
PFG Advisors
Arizona
$5.26M -$330K -16,218 -6%
SFWC
222
Strategic Family Wealth Counselors
New Jersey
$5.19M +$41.1K +2,019 +0.8%
GAM
223
Garrison Asset Management
Arkansas
$5.18M -$40.7K -2,001 -0.8%
AQR Capital Management
224
AQR Capital Management
Connecticut
$5.17M +$4.48M +220,068 +648%
ACA
225
Aspire Capital Advisors
Washington
$5.16M +$768K +37,746 +17%
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