SCHB icon

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 %
EL
326
Essex LLC
Illinois
$2.26M -$74.6K -4,326 -3%
MWM
327
Madison Wealth Management
Ohio
$2.26M -$12.9K -750 -0.6%
VCM
328
Virtue Capital Management
Tennessee
$2.22M -$283K -16,455 -11%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$2.21M +$2.21M +128,364 New
FG
330
Fiduciary Group
Georgia
$2.19M -$78.7K -4,566 -3%
MCM
331
MAI Capital Management
Ohio
$2.19M +$164K +9,540 +8%
TC
332
TAP Consulting
Missouri
$2.17M +$123K +7,140 +6%
YIA
333
YHB Investment Advisors
Connecticut
$2.12M -$54.4K -3,159 -3%
RTL
334
Red Tortoise LLC
Georgia
$2.11M +$246K +14,250 +13%
GWWM
335
Great Waters Wealth Management
Minnesota
$2.09M -$26K -1,506 -1%
FWP
336
FAS Wealth Partners
Kansas
$2.09M -$89.1K -5,169 -4%
MA
337
MBA Advisors
Pennsylvania
$2.08M -$81.6K -4,737 -4%
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$2.06M -$22.6K -1,311 -1%
WPA
339
West Paces Advisors
Georgia
$2.04M -$18.8K -1,092 -0.9%
FPAS
340
Focus Partners Advisor Solutions
Missouri
$2.02M -$52.5K -3,048 -3%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$2.02M +$139K +8,061 +7%
RWP
342
RWA Wealth Partners
Massachusetts
$2.02M +$2.02M +117,021 New
EH
343
Equitable Holdings
New York
$1.98M +$2.22K +129 +0.1%
SAMC
344
Spectrum Asset Management (California)
California
$1.97M +$86.2K +5,001 +5%
MWM
345
Modera Wealth Management
New Jersey
$1.96M +$1.96M +113,532 New
VAF
346
Values Added Financial
District of Columbia
$1.94M +$1.94M +112,284 New
AA
347
Advisory Alpha
Michigan
$1.92M +$30.5K +1,767 +2%
LCC
348
Lincoln Capital Corp
Rhode Island
$1.91M -$15.1K -876 -0.8%
NL
349
NEPC LLC
Massachusetts
$1.9M -$82.2K -4,770 -4%
OIM
350
Opus Investment Management
Massachusetts
$1.89M – – –
12 13
14
15 16