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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 %
PPP
326
Private Portfolio Partners
New Jersey
$2.59M – – –
PWMG
327
Prestige Wealth Management Group
New Jersey
$2.58M -$6.46K -348 -0.2%
MAM
328
McCarthy Asset Management
California
$2.55M -$31.3K -1,689 -1%
BCM
329
Brookstone Capital Management
Illinois
$2.55M +$1.06M +56,913 +71%
PCMC
330
Private Capital Management (Colorado)
Colorado
$2.52M +$14.1K +762 +0.6%
DFA
331
DHJJ Financial Advisors
Illinois
$2.52M -$107K -5,793 -4%
VPIM
332
Vanguard Personalized Indexing Management
California
$2.52M +$2.52M +135,609 New
FMP
333
Financial Management Professionals
Texas
$2.51M -$200K -10,779 -7%
AF
334
Allworth Financial
California
$2.5M +$1.36M +73,278 +119%
MG
335
Mather Group
Illinois
$2.49M +$249K +13,392 +11%
KNFPWM
336
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.45M +$2.45M +132,117 New
SMC
337
Smith, Moore & Co
Missouri
$2.41M +$31K +1,668 +1%
RW
338
RVW Wealth
California
$2.39M -$66.4K -3,576 -3%
LRPA
339
L. Roy Papp & Associates
Arizona
$2.39M +$8.07K +435 +0.3%
RTL
340
Red Tortoise LLC
Georgia
$2.38M +$92.2K +4,968 +4%
Janney Montgomery Scott
341
Janney Montgomery Scott
Pennsylvania
$2.38M +$22.2K +1,197 +0.9%
GRP
342
Global Retirement Partners
California
$2.36M +$138K +7,497 +6%
EWP
343
Elevation Wealth Partners
California
$2.35M +$2.01M +121,149 +589%
S
344
Sachetta
Massachusetts
$2.34M +$2.34M +126,345 New
SIC
345
Salem Investment Counselors
North Carolina
$2.34M -$261K -14,070 -10%
MCM
346
MAI Capital Management
Ohio
$2.32M -$17.8K -957 -0.8%
CTWM
347
Cherry Tree Wealth Management
Minnesota
$2.32M -$5.73K -309 -0.2%
EH
348
Equitable Holdings
New York
$2.3M +$133K +7,149 +6%
S
349
SignatureFD
Georgia
$2.3M +$17.6K +951 +0.8%
RA
350
Regis Acquisition
Colorado
$2.29M +$1.62M +87,555 +244%
12 13
14
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