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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 %
PFC
301
Phocas Financial Corp
California
$2.36M -$142K -8,550 -6%
DFA
302
DHJJ Financial Advisors
Illinois
$2.35M -$51.3K -3,090 -2%
NCM
303
Novare Capital Management
North Carolina
$2.34M -$504K -30,318 -18%
ZIC
304
ZWJ Investment Counsel
Georgia
$2.34M +$51K +3,072 +2%
SIC
305
Salem Investment Counselors
North Carolina
$2.33M -$16.2K -975 -0.7%
AIM
306
AMI Investment Management
Indiana
$2.33M -$328K -19,713 -12%
CA
307
Cambridge Advisors
Nebraska
$2.33M -$42.9K -2,580 -2%
VVP
308
Venture Visionary Partners
Ohio
$2.33M -$11.9K -714 -0.5%
BWM
309
Benchmark Wealth Management
Connecticut
$2.32M +$20.1K +1,209 +0.9%
PWMG
310
Prestige Wealth Management Group
New Jersey
$2.32M -$140K -8,436 -6%
PPP
311
Private Portfolio Partners
New Jersey
$2.32M – – –
MAM
312
McCarthy Asset Management
California
$2.31M -$47.9K -2,883 -2%
JWBC
313
John W. Brooker & Co
California
$2.31M -$43K -2,586 -2%
CPWM
314
Cypress Point Wealth Management
Texas
$2.3M +$1.94M +117,036 +550%
QCG
315
Quadrant Capital Group
Ohio
$2.28M +$4.14K +249 +0.2%
PCMC
316
Private Capital Management (Colorado)
Colorado
$2.25M -$107K -6,432 -5%
VCM
317
Virtue Capital Management
Tennessee
$2.22M – – –
RW
318
RVW Wealth
California
$2.2M +$4.44K +267 +0.2%
FPAS
319
Focus Partners Advisor Solutions
Missouri
$2.18M +$229K +13,785 +12%
TC
320
TAP Consulting
Missouri
$2.16M +$67.5K +4,062 +3%
MWM
321
Madison Wealth Management
Ohio
$2.14M -$39.1K -2,355 -2%
LRPA
322
L. Roy Papp & Associates
Arizona
$2.13M -$359K -21,612 -14%
SMC
323
Smith, Moore & Co
Missouri
$2.13M -$76.4K -4,596 -3%
MA
324
MBA Advisors
Pennsylvania
$2.12M +$116K +6,999 +6%
FG
325
Fiduciary Group
Georgia
$2.11M -$6.33K -381 -0.3%
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