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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
+$38.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$15.5M
4
HCM
Hengehold Capital Management
Ohio
+$10.8M
5
EW
Evoke Wealth
California
+$10.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$39.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
3
Cerity Partners
Cerity Partners
New York
-$11.9M
4
EK
Evensky & Katz
Florida
-$10.3M
5
JWS
Juncture Wealth Strategies
Arizona
-$9.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
326
Janney Montgomery Scott
Pennsylvania
$2.11M +$165K +9,930 +8%
SWM
327
Seaside Wealth Management
California
$2.1M -$184K -11,067 -8%
MCM
328
MAI Capital Management
Ohio
$2.1M -$14.7K -885 -0.7%
CTWM
329
Cherry Tree Wealth Management
Minnesota
$2.08M -$53.8K -3,237 -3%
RTL
330
Red Tortoise LLC
Georgia
$2.05M +$16.7K +1,005 +0.8%
S
331
SignatureFD
Georgia
$2.04M +$439K +26,394 +27%
FWP
332
FAS Wealth Partners
Kansas
$2.02M +$5.83K +351 +0.3%
MG
333
Mather Group
Illinois
$2.01M -$281K -16,881 -12%
BWM
334
BCS Wealth Management
Tennessee
$1.99M +$1.99M +119,997 New
GRP
335
Global Retirement Partners
California
$1.98M +$1.25M +76,038 +172%
WOSD
336
WFA of San Diego
California
$1.97M -$337K -20,280 -15%
BJL
337
Brighton Jones LLC
Washington
$1.96M -$510K -30,711 -21%
JHCP
338
Jackson Hole Capital Partners
Oklahoma
$1.95M -$32.8K -1,971 -2%
RWP
339
RWA Wealth Partners
Massachusetts
$1.95M +$598 +36 +0%
EH
340
Equitable Holdings
New York
$1.94M +$35.3K +2,127 +2%
WWM
341
Western Wealth Management
Colorado
$1.93M +$302K +18,159 +18%
GWWM
342
Great Waters Wealth Management
Minnesota
$1.91M -$119K -7,128 -6%
SAMC
343
Spectrum Asset Management (California)
California
$1.9M -$1.5K -90 -0.1%
WPA
344
West Paces Advisors
Georgia
$1.9M -$69K -4,155 -4%
EWM
345
Empirical Wealth Management
Washington
$1.89M -$390K -23,454 -17%
LIG
346
Lokken Investment Group
Delaware
$1.88M +$305K +18,342 +19%
EL
347
Essex LLC
Illinois
$1.88M -$307K -18,504 -14%
CAM
348
Carret Asset Management
New York
$1.86M +$48K +2,886 +3%
YIA
349
YHB Investment Advisors
Connecticut
$1.85M -$194K -11,658 -9%
LSAG
350
Lake Street Advisors Group
New Hampshire
$1.85M +$38.4K +2,313 +2%
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