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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,030 hedge funds and large institutions have $8.73B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+93
Holders Change %
+9.93%
% of All Funds
15.1%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
145
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
MIS
2
Morningstar Investment Services
Illinois
$79.7M
3
CAG
3
Compass Advisory Group
New York
$40.7M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$130M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.2M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.27B
2
IAS
2
IMA Advisory Services
Colorado
$0
3
Betterment LLC
3
Betterment LLC
New York
$363M
4
SCM
4
SCS Capital Management
Massachusetts
$225M
5
EW
5
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MPI
226
Mairs & Power Inc
Minnesota
$4.68M -$40.1K -2,160 -0.8%
WCM
227
Whitener Capital Management
North Carolina
$4.67M -$117K -6,306 -2%
Chevy Chase Trust
228
Chevy Chase Trust
Maryland
$4.67M – – –
BFPW
229
BOK Financial Private Wealth
Colorado
$4.66M -$87.5K -4,713 -2%
CPA
230
Cardiff Park Advisors
California
$4.64M +$26.1K +1,404 +0.6%
Koshinski Asset Management
231
Koshinski Asset Management
Illinois
$4.62M +$1.24M +66,903 +37%
BA
232
Brightwater Advisory
Florida
$4.62M +$4.62M +249,126 New
SWM
233
SeaCrest Wealth Management
New York
$4.61M -$279K -15,294 -6%
AllianceBernstein
234
AllianceBernstein
Tennessee
$4.59M -$18.8K -1,011 -0.4%
BPA
235
Beacon Pointe Advisors
California
$4.57M -$677K -36,483 -13%
BL
236
BCWM LLC
Kansas
$4.53M -$59.3K -3,198 -1%
RDWM
237
Red Door Wealth Management
Tennessee
$4.5M +$14.1K +762 +0.3%
AOWM
238
Alpha Omega Wealth Management
Virginia
$4.48M -$109K -5,871 -2%
SFA
239
Souders Financial Advisors
Ohio
$4.47M +$946 +51 +0%
CSWM
240
Cassady Schiller Wealth Management
Ohio
$4.47M -$57.9K -3,120 -1%
FA
241
Fagan Associates
New York
$4.46M -$68.6K -3,699 -2%
FIM
242
Freedom Investment Management
Connecticut
$4.43M -$344K -18,534 -7%
RWA
243
Redhawk Wealth Advisors
Minnesota
$4.4M +$4.4M +237,006 New
OFS
244
OneAscent Financial Services
Alabama
$4.39M -$64.9K -3,498 -1%
SWRP
245
Summit Wealth & Retirement Planning
California
$4.38M +$8.63K +465 +0.2%
LBC
246
Lowe Brockenbrough & Co
Virginia
$4.37M +$40.7K +2,193 +0.9%
RWM
247
RKL Wealth Management
Pennsylvania
$4.35M -$59.9K -3,228 -1%
AIM
248
AHL Investment Management
Florida
$4.33M -$17.8K -960 -0.4%
VCM
249
Vivaldi Capital Management
Illinois
$4.32M -$66.8K -3,480 -2%
RSWM
250
Robertson Stephens Wealth Management
California
$4.2M +$21.9K +1,179 +0.5%
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