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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 %
ISWM
276
Independent Solutions Wealth Management
New York
$2.88M +$213K +12,798 +8%
SAM
277
Sawgrass Asset Management
Florida
$2.87M – – –
GIP
278
Granite Investment Partners
California
$2.85M – – –
IAA
279
Independent Advisor Alliance
North Carolina
$2.83M -$756K -45,519 -21%
AAG
280
Avalon Advisory Group
Pennsylvania
$2.79M -$3.84K -231 -0.1%
RRCM
281
Rappaport Reiches Capital Management
Illinois
$2.77M -$314K -18,885 -10%
JPLA
282
Joseph P. Lucia & Associates
New York
$2.72M +$376K +22,614 +16%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.72M -$58.3K -3,507 -2%
CFS
284
CRA Financial Services
New Jersey
$2.68M +$115K +6,906 +4%
BP
285
BBR Partners
New York
$2.65M – – –
ACA
286
Atlas Capital Advisors
Wyoming
$2.64M +$202K +12,135 +8%
TIM
287
Tortoise Investment Management
New York
$2.63M -$53.6K -3,225 -2%
FC
288
Financial Consulate
Maryland
$2.59M -$249K -14,979 -9%
CG
289
Colony Group
Massachusetts
$2.58M – – –
RFA
290
RTD Financial Advisors
Pennsylvania
$2.58M -$85K -5,118 -3%
IWM
291
IHT Wealth Management
Illinois
$2.58M -$50 -3 -0%
SIS
292
Strategic Investment Solutions
Illinois
$2.58M +$2.53M +146,409 +6,209%
KBFS
293
Kohmann Bosshard Financial Services
Ohio
$2.57M +$136K +8,166 +6%
SEM
294
Strategic Equity Management
Arizona
$2.54M -$65.1K -3,918 -3%
PCWA
295
Pacific Capital Wealth Advisors
California
$2.51M -$21.1K -1,269 -0.8%
CAG
296
Csenge Advisory Group
Florida
$2.49M +$38K +2,286 +2%
BCM
297
Boltwood Capital Management
California
$2.46M -$184K -11,085 -7%
NA
298
NewEdge Advisors
Louisiana
$2.45M -$27.2K -1,638 -1%
NI
299
NYL Investors
New York
$2.44M -$44.9K -2,700 -2%
FMP
300
Financial Management Professionals
Texas
$2.43M -$54.8K -3,300 -2%
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