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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 %
PA
251
Planning Alternatives
Michigan
$3.38M -$73.3K -4,410 -2%
FPCG
252
Fort Pitt Capital Group
Pennsylvania
$3.32M -$173K -10,419 -5%
AC
253
Avant Capital
Louisiana
$3.27M -$13.7K -822 -0.4%
OCG
254
Opus Capital Group
Ohio
$3.25M +$34.1K +2,055 +1%
BAM
255
Berkshire Asset Management
Pennsylvania
$3.24M +$20K +1,206 +0.6%
MA
256
Mutual Advisors
Nebraska
$3.22M +$25K +1,503 +0.8%
RW
257
REDW Wealth
New Mexico
$3.18M -$106K -6,408 -3%
FCM
258
Firestone Capital Management
Florida
$3.18M -$172K -10,335 -5%
IWC
259
Integrated Wealth Concepts
Massachusetts
$3.17M +$17.3K +1,041 +0.5%
CAM
260
Cozad Asset Management
Illinois
$3.08M -$49.9K -3,000 -2%
PAG
261
Private Advisor Group
New Jersey
$3.05M -$32.5K -1,956 -1%
WAP
262
Wealthcare Advisory Partners
Pennsylvania
$3.03M -$460K -27,696 -13%
Koshinski Asset Management
263
Koshinski Asset Management
Illinois
$3.03M -$45.3K -2,724 -1%
IWMA
264
Ironwood Wealth Management (Arizona)
Arizona
$3M -$262K -15,756 -8%
William Blair & Company
265
William Blair & Company
Illinois
$3M -$73.8K -4,440 -2%
KF
266
Krilogy Financial
Missouri
$2.99M -$183K -11,043 -6%
KJWM
267
Kiley Juergens Wealth Management
Washington
$2.99M +$92.8K +5,586 +3%
MGIA
268
Moneta Group Investment Advisors
Missouri
$2.98M +$165K +9,903 +6%
NGA
269
Naples Global Advisors
Florida
$2.94M -$238K -14,310 -7%
FT
270
Fiduciary Trust
Massachusetts
$2.92M -$48.9K -2,940 -2%
CIA
271
Compass Ion Advisors
Pennsylvania
$2.92M +$3.89K +234 +0.1%
AAP
272
Arax Advisory Partners
Colorado
$2.92M +$538K +32,394 +23%
WWC
273
Waypoint Wealth Counsel
Georgia
$2.91M +$42.7K +2,568 +1%
HCMT
274
Highland Capital Management (Tennessee)
Tennessee
$2.89M +$100 +6 +0%
ACA
275
Aspire Capital Advisors
Washington
$2.88M +$50 +3 +0%
9 10
11
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