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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 %
WANY
276
Wealthspire Advisors (New York)
New York
$3.5M +$2.39M +128,730 +215%
CAM
277
Cozad Asset Management
Illinois
$3.44M – – –
JPLA
278
Joseph P. Lucia & Associates
New York
$3.41M +$372K +20,055 +12%
OCG
279
Opus Capital Group
Ohio
$3.38M -$254K -13,710 -7%
KJWM
280
Kiley Juergens Wealth Management
Washington
$3.32M -$13.5K -729 -0.4%
PA
281
Planning Alternatives
Michigan
$3.32M -$461K -24,846 -12%
CIA
282
Compass Ion Advisors
Pennsylvania
$3.31M +$52.2K +2,814 +2%
IWMA
283
Ironwood Wealth Management (Arizona)
Arizona
$3.3M -$53.7K -2,895 -2%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$3.29M -$90.5K -4,878 -3%
RRCM
285
Rappaport Reiches Capital Management
Illinois
$3.28M +$187K +10,065 +6%
William Blair & Company
286
William Blair & Company
Illinois
$3.28M -$69.1K -3,726 -2%
FT
287
Fiduciary Trust
Massachusetts
$3.27M +$5.01K +270 +0.2%
IAA
288
Independent Advisor Alliance
North Carolina
$3.25M +$95.3K +5,133 +3%
LIWM
289
Long Island Wealth Management
New York
$3.23M +$3.23M +174,261 New
HCMT
290
Highland Capital Management (Tennessee)
Tennessee
$3.21M -$9.24K -498 -0.3%
SAM
291
Sawgrass Asset Management
Florida
$3.21M +$6.57K +354 +0.2%
PCMC
292
Planning Capital Management Corporation
Pennsylvania
$3.2M +$3.2M +172,644 New
NGA
293
Naples Global Advisors
Florida
$3.2M -$83.2K -4,485 -3%
GIP
294
Granite Investment Partners
California
$3.17M -$12.5K -675 -0.4%
CPWM
295
Cypress Point Wealth Management
Texas
$3.16M +$589K +31,743 +23%
BJL
296
Brighton Jones LLC
Washington
$3.15M +$962K +51,834 +44%
ISWM
297
Independent Solutions Wealth Management
New York
$3.15M -$72.6K -3,912 -2%
MGIA
298
Moneta Group Investment Advisors
Missouri
$3.15M -$180K -9,675 -5%
Susquehanna International Group
299
Susquehanna International Group
Pennsylvania
$3.11M +$1.65M +89,031 +113%
AAG
300
Avalon Advisory Group
Pennsylvania
$3.11M – – –
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