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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 %
TIM
301
Tortoise Investment Management
New York
$3.09M +$146K +7,872 +5%
W
302
WealthCollab
Washington
$3.08M +$3.08M +165,867 New
KF
303
Krilogy Financial
Missouri
$3.05M -$283K -15,249 -8%
CMBA
304
C.M. Bidwell & Associates
Hawaii
$3.01M -$23.2K -1,251 -0.8%
GPFA
305
Game Plan Financial Advisors
Ohio
$3.01M +$3.01M +162,069 New
TWG
306
The Wealth Group
Minnesota
$2.99M +$2.99M +156,072 New
ACA
307
Atlas Capital Advisors
Wyoming
$2.98M +$33.9K +1,827 +1%
LWL
308
Leo Wealth LLC
Texas
$2.97M +$2.97M +149,922 New
BP
309
BBR Partners
New York
$2.96M – – –
BWM
310
Benchmark Wealth Management
Connecticut
$2.93M +$340K +18,342 +13%
IWM
311
IHT Wealth Management
Illinois
$2.93M +$52.9K +2,853 +2%
CFS
312
CRA Financial Services
New Jersey
$2.92M -$79.4K -4,278 -3%
KBFS
313
Kohmann Bosshard Financial Services
Ohio
$2.85M -$10.2K -549 -0.4%
QCG
314
Quadrant Capital Group
Ohio
$2.85M +$306K +16,500 +12%
RFA
315
RTD Financial Advisors
Pennsylvania
$2.84M -$39.9K -2,148 -1%
PA
316
Pineridge Advisors
Missouri
$2.82M +$2.82M +152,184 New
Focus Partners Wealth
317
Focus Partners Wealth
Massachusetts
$2.81M +$2.81M +151,338 New
CAG
318
Csenge Advisory Group
Florida
$2.73M -$53.6K -2,889 -2%
MA
319
MBA Advisors
Pennsylvania
$2.73M +$355K +19,143 +15%
SWM
320
Seaside Wealth Management
California
$2.7M +$360K +19,389 +15%
BCM
321
Boltwood Capital Management
California
$2.65M -$98.6K -5,316 -4%
JWBC
322
John W. Brooker & Co
California
$2.63M +$46.8K +2,523 +2%
FC
323
Financial Consulate
Maryland
$2.62M -$276K -14,898 -10%
CA
324
Cambridge Advisors
Nebraska
$2.61M +$6.07K +327 +0.2%
ZIC
325
ZWJ Investment Counsel
Georgia
$2.6M -$3.51K -189 -0.1%
11 12
13
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