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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

937 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 353 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
-6
Holders Change %
-0.64%
% of All Funds
14.94%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
57
Increased
370
Reduced
353
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$71.2M
4
HCM
Hengehold Capital Management
Ohio
$149M
5
EW
Evoke Wealth
California
$10.4M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
Cerity Partners
New York
$5.47M
4
EK
Evensky & Katz
Florida
$178M
5
JWS
Juncture Wealth Strategies
Arizona
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
226
Red Door Wealth Management
Tennessee
$4.01M +$58.3K +3,507 +1%
SFA
227
Souders Financial Advisors
Ohio
$4.01M +$95K +5,715 +2%
OFS
228
OneAscent Financial Services
Alabama
$3.99M +$3.99M +240,027 New
RWM
229
RKL Wealth Management
Pennsylvania
$3.95M -$65.3K -3,930 -2%
SWRP
230
Summit Wealth & Retirement Planning
California
$3.92M +$7.03K +423 +0.2%
AIM
231
AHL Investment Management
Florida
$3.9M -$9.92K -597 -0.3%
LBC
232
Lowe Brockenbrough & Co
Virginia
$3.87M -$110K -6,648 -3%
VCM
233
Vivaldi Capital Management
Illinois
$3.8M -$13.4K -807 -0.4%
CI
234
Cordant Inc
Oregon
$3.74M +$25.8K +1,554 +0.7%
SOAG
235
Silver Oak Advisory Group
Oregon
$3.74M -$13.6K -819 -0.4%
RSWM
236
Robertson Stephens Wealth Management
California
$3.74M -$547K -32,895 -13%
KIA
237
KCM Investment Advisors
California
$3.68M -$49.1K -2,952 -1%
CAN
238
Cetera Advisor Networks
California
$3.67M +$502K +30,204 +16%
SWM
239
Seed Wealth Management
Illinois
$3.66M -$51.3K -3,087 -1%
AWS
240
Atria Wealth Solutions
New York
$3.66M -$1.63M -98,277 -31%
PA
241
Parallel Advisors
California
$3.59M -$844K -50,763 -19%
DPI
242
Diversified Portfolios Inc
Michigan
$3.59M -$20.5K -1,233 -0.6%
SFC
243
Strategic Financial Concepts
Texas
$3.58M +$136K +8,175 +4%
AIP
244
Almanack Investment Partners
Pennsylvania
$3.56M -$1.77M -106,695 -33%
SP
245
Successful Portfolios
Florida
$3.52M -$169K -10,164 -5%
CWM
246
Chesapeake Wealth Management
Virginia
$3.52M +$98.7K +5,937 +3%
ADL
247
Asset Dedication LLC
California
$3.49M -$82.3K -4,965 -2%
MHR
248
Matthew Hamilton Rosenberg
$3.44M -$10.8K -651 -0.3%
ACI
249
Alpha Cubed Investments
California
$3.41M – – –
DWM
250
Destination Wealth Management
California
$3.4M -$376K -22,626 -10%
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