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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 %
NRI
351
NFP Retirement Inc
California
$1.84M -$2.49M -149,775 -58%
AA
352
Advisory Alpha
Michigan
$1.83M -$13.5K -810 -0.7%
OIM
353
Opus Investment Management
Massachusetts
$1.82M – – –
CAI
354
Capital Advisors Inc
Oklahoma
$1.81M -$449 -27 -0%
LCC
355
Lincoln Capital Corp
Rhode Island
$1.81M -$33.8K -2,037 -2%
VAF
356
Values Added Financial
District of Columbia
$1.78M -$83.2K -5,010 -4%
TWM
357
Tolleson Wealth Management
Texas
$1.75M -$18.2K -1,095 -1%
BIA
358
Bigelow Investment Advisors
Maine
$1.74M -$6.88K -414 -0.4%
TIAA Trust, National Association
359
TIAA Trust, National Association
North Carolina
$1.73M +$1.73M +104,361 New
MWM
360
Modera Wealth Management
New Jersey
$1.73M -$154K -9,240 -8%
CFA
361
Capstone Financial Advisors
Illinois
$1.72M +$299 +18 +0%
SW
362
SVB Wealth
Massachusetts
$1.71M +$484K +29,124 +39%
PA
363
Pinnacle Associates
New York
$1.7M +$16.1K +966 +1%
PNC Financial Services Group
364
PNC Financial Services Group
Pennsylvania
$1.7M +$5.43K +327 +0.3%
ECML
365
Eagle Capital Management (Louisiana)
Louisiana
$1.65M +$6.83K +411 +0.4%
AFP
366
Ausdal Financial Partners
Iowa
$1.65M +$214K +12,870 +15%
SWM
367
Segment Wealth Management
Texas
$1.64M +$7.03K +423 +0.4%
SIC
368
Sigma Investment Counselors
Michigan
$1.64M -$76.6K -4,608 -4%
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$1.64M -$98.1K -5,901 -6%
AMG
370
Asset Management Group
Connecticut
$1.63M -$100 -6 -0%
PFO
371
Pathstone Family Office
New Jersey
$1.62M +$1.37M +82,302 +535%
AF
372
Advisornet Financial
Minnesota
$1.61M +$4.84K +291 +0.3%
BA
373
Bridgewater Advisors
New York
$1.61M +$1.1K +66 +0.1%
VCAM
374
Van Cleef Asset Management
Ohio
$1.58M – – –
BWP
375
BSW Wealth Partners
Colorado
$1.58M +$2.09K +126 +0.1%
13 14
15
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