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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

1
R
Rebalance
California
+$31.1M
2
SC
Savant Capital
Illinois
+$17.9M
3
HCM
Hengehold Capital Management
Ohio
+$17.8M
4
Stifel Financial
Stifel Financial
Missouri
+$9.64M
5
MBFW
Morton Brown Family Wealth
Pennsylvania
+$6.43M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$76.4M
2
AWM
AE Wealth Management
Kansas
-$15.9M
3
Betterment LLC
Betterment LLC
New York
-$11.1M
4
EK
Evensky & Katz
Florida
-$7.87M
5
SCM
SCS Capital Management
Massachusetts
-$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
276
Sawgrass Asset Management
Florida
$2.98M +$9.82K +570 +0.3%
WWC
277
Waypoint Wealth Counsel
Georgia
$2.98M +$620 +36 +0%
GIP
278
Granite Investment Partners
California
$2.96M – – –
NCM
279
Novare Capital Management
North Carolina
$2.95M -$46.5K -2,700 -2%
FC
280
Financial Consulate
Maryland
$2.95M -$221K -12,834 -7%
MGIA
281
Moneta Group Investment Advisors
Missouri
$2.92M +$419K +24,321 +17%
AAG
282
Avalon Advisory Group
Pennsylvania
$2.89M – – –
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.88M +$2.02K +117 +0.1%
LB
284
Leo Brokerage
Texas
$2.8M -$17.7K -1,029 -0.6%
TIM
285
Tortoise Investment Management
New York
$2.79M -$71.3K -4,140 -2%
ISWM
286
Independent Solutions Wealth Management
New York
$2.77M +$223K +12,942 +9%
RFA
287
RTD Financial Advisors
Pennsylvania
$2.76M -$27.6K -1,602 -1%
AIM
288
AMI Investment Management
Indiana
$2.76M -$152K -8,841 -5%
BF
289
Brooklyn FI
New York
$2.76M +$2.36M +137,205 +605%
BP
290
BBR Partners
New York
$2.75M – – –
BCM
291
Boltwood Capital Management
California
$2.75M -$269K -15,627 -9%
SEM
292
Strategic Equity Management
Arizona
$2.7M -$118K -6,834 -4%
CG
293
Colony Group
Massachusetts
$2.68M -$29K -1,683 -1%
IWM
294
IHT Wealth Management
Illinois
$2.67M -$444K -25,785 -14%
CFS
295
CRA Financial Services
New Jersey
$2.66M -$49.7K -2,886 -2%
PCWA
296
Pacific Capital Wealth Advisors
California
$2.62M -$164K -9,531 -6%
PFC
297
Phocas Financial Corp
California
$2.59M -$69.8K -4,050 -3%
LRPA
298
L. Roy Papp & Associates
Arizona
$2.58M -$4.4K -255 -0.2%
FMP
299
Financial Management Professionals
Texas
$2.58M +$300K +17,415 +13%
NI
300
NYL Investors
New York
$2.57M +$72.4K +4,200 +3%
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