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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 %
Pathstone Holdings
351
Pathstone Holdings
New Jersey
$2.28M +$2.28M +122,811 New
CA
352
CGN Advisors
Kansas
$2.26M +$1.16M +62,625 +106%
BWM
353
BCS Wealth Management
Tennessee
$2.25M +$21.9K +1,182 +1%
TC
354
TAP Consulting
Missouri
$2.24M -$172K -9,267 -7%
NCM
355
Novare Capital Management
North Carolina
$2.23M -$382K -20,577 -15%
AIM
356
AMI Investment Management
Indiana
$2.23M -$375K -20,235 -14%
WWM
357
Western Wealth Management
Colorado
$2.21M +$49.7K +2,679 +2%
SOS
358
Silver Oak Securities
Tennessee
$2.19M +$1.69M +90,861 +334%
RWP
359
RWA Wealth Partners
Massachusetts
$2.18M +$8.18K +441 +0.4%
FWP
360
FAS Wealth Partners
Kansas
$2.17M -$91.8K -4,947 -4%
JHCP
361
Jackson Hole Capital Partners
Oklahoma
$2.17M -$12.6K -681 -0.6%
CI
362
CX Institutional
Indiana
$2.16M +$1.47M +79,398 +216%
PCWA
363
Pacific Capital Wealth Advisors
California
$2.15M -$648K -34,938 -23%
Renaissance Technologies
364
Renaissance Technologies
New York
$2.15M +$1.67M +90,000 +345%
WPA
365
West Paces Advisors
Georgia
$2.12M – – –
LIG
366
Lokken Investment Group
Delaware
$2.1M -$223 -12 -0%
FG
367
Fiduciary Group
Georgia
$2.09M -$265K -14,262 -11%
FPAS
368
Focus Partners Advisor Solutions
Missouri
$2.08M -$359K -19,332 -15%
NRI
369
NFP Retirement Inc
California
$2.06M +$12.4K +669 +0.6%
CAM
370
Carret Asset Management
New York
$2.06M -$18.8K -1,014 -0.9%
GWWM
371
Great Waters Wealth Management
Minnesota
$2.05M -$36.9K -2,022 -2%
LCC
372
Lincoln Capital Corp
Rhode Island
$2.04M +$16.6K +897 +0.8%
LSAG
373
Lake Street Advisors Group
New Hampshire
$2.04M -$26.7K -1,440 -1%
VAF
374
Values Added Financial
District of Columbia
$2.03M +$36.2K +1,953 +2%
CAI
375
Capital Advisors Inc
Oklahoma
$2.03M -$390 -21 -0%
13 14
15
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