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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
TCM
1
TruNorth Capital Management
Michigan
$78.9M
2
BWA
2
Boulder Wealth Advisors
Colorado
$29.6M
3
BIM
3
Breakwater Investment Management
Washington
$19.6M
4
WA
4
Waverly Advisors
Alabama
$21.5M
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$35.5M

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 Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.34B 21,898,621 -889,698 -4%
Betterment LLC
2
Betterment LLC
New York
$386M 6,316,312 -201,136 -3%
SCM
3
SCS Capital Management
Massachusetts
$245M 4,017,209 -17,106 -0.4%
R
4
Rebalance
California
$220M 3,600,779 +31,142 +0.9%
EK
5
Evensky & Katz
Florida
$207M 3,395,015 -138,970 -4%
HCM
6
Hengehold Capital Management
Ohio
$184M 3,021,902 +6,210 +0.2%
SG
7
Strid Group
Pennsylvania
$156M 2,557,530 +103,234 +4%
BFG
8
Bouchey Financial Group
New York
$149M 2,440,675 +47,401 +2%
HighTower Advisors
9
HighTower Advisors
Illinois
$146M 2,398,587 +56,392 +2%
HWM
10
HB Wealth Management
Georgia
$139M 2,271,096 -73,051 -3%
HP
11
HT Partners
Connecticut
$136M 2,232,927 +13,326 +0.6%
EA
12
Evergreen Advisors
Tennessee
$132M 2,161,447 -45,441 -2%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$127M 2,076,056 -78,921 -4%
CC
14
Callan Capital
California
$124M 2,024,860 -100,756 -5%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$117M 1,921,202 +22,419 +1%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$104M 1,709,132 +91,079 +6%
HWA
17
HHM Wealth Advisors
Tennessee
$93.4M 1,529,784 -10,507 -0.7%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$89.2M 1,460,625 +106,847 +8%
SFS
19
Summit Financial Strategies
Ohio
$83.5M 1,367,918 -14,268 -1%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$79.5M 1,312,484 +236,862 +22%
TCM
21
TruNorth Capital Management
Michigan
$78.9M 1,292,052 +1,292,052 New
Mariner
22
Mariner
Kansas
$74.6M 1,222,585 -19,642 -2%
BP
23
Ballentine Partners
Massachusetts
$67.2M 1,100,496 -17,730 -2%
Bank of America
24
Bank of America
North Carolina
$65.3M 1,068,885 -7,404 -0.7%
MBFW
25
Morton Brown Family Wealth
Pennsylvania
$63.9M 1,046,435 +4,904 +0.5%
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