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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 %
CWM
251
Chesapeake Wealth Management
Virginia
$4.14M +$214K +11,550 +5%
KIA
252
KCM Investment Advisors
California
$4.11M +$1K +54 +0%
SWM
253
Seed Wealth Management
Illinois
$4.06M – – –
ACA
254
Aspire Capital Advisors
Washington
$4.01M +$784K +42,246 +24%
SAMC
255
Spectrum Asset Management (California)
California
$3.99M +$1.87M +100,818 +88%
DPI
256
Diversified Portfolios Inc
Michigan
$3.97M -$42K -2,262 -1%
SP
257
Successful Portfolios
Florida
$3.95M +$18K +969 +0.5%
CI
258
Cordant Inc
Oregon
$3.94M -$240K -12,942 -6%
MHR
259
Matthew Hamilton Rosenberg
$3.92M +$81.2K +4,377 +2%
NI
260
NYL Investors
New York
$3.9M +$1.17M +63,300 +43%
SOAG
261
Silver Oak Advisory Group
Oregon
$3.85M -$335K -18,063 -8%
MA
262
Mutual Advisors
Nebraska
$3.83M +$236K +12,738 +7%
ACI
263
Alpha Cubed Investments
California
$3.81M +$6.18K +333 +0.2%
PA
264
Parallel Advisors
California
$3.79M -$221K -11,928 -6%
ADL
265
Asset Dedication LLC
California
$3.77M -$132K -7,146 -3%
CPA
266
Clear Point Advisors
New York
$3.76M +$3.76M +202,467 New
VVP
267
Venture Visionary Partners
Ohio
$3.72M +$1.12M +60,348 +43%
FPCG
268
Fort Pitt Capital Group
Pennsylvania
$3.69M -$23.9K -1,287 -0.6%
BAM
269
Berkshire Asset Management
Pennsylvania
$3.66M +$42.6K +2,295 +1%
Kovitz Investment Group Partners
270
Kovitz Investment Group Partners
Illinois
$3.66M -$1.22M -65,910 -25%
PAG
271
Private Advisor Group
New Jersey
$3.65M +$246K +13,275 +7%
FCM
272
Firestone Capital Management
Florida
$3.6M +$48.3K +2,601 +1%
IWC
273
Integrated Wealth Concepts
Massachusetts
$3.57M +$28.1K +1,512 +0.8%
AAP
274
Arax Advisory Partners
Colorado
$3.52M +$263K +14,172 +8%
RW
275
REDW Wealth
New Mexico
$3.51M -$37.9K -2,040 -1%
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