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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 %
HR
376
Howe & Rusling
New York
$1.54M +$171K +10,320 +13%
BWM
377
Blossom Wealth Management
California
$1.49M +$9.87K +594 +0.7%
AWA
378
Acorn Wealth Advisors
Michigan
$1.48M +$124K +7,449 +9%
RPWA
379
Regent Peak Wealth Advisors
Georgia
$1.47M – – –
WCM
380
Weik Capital Management
Pennsylvania
$1.47M -$39.9K -2,400 -3%
TYCC
381
Texas Yale Capital Corp
Florida
$1.47M -$15.1K -909 -1%
TSWM
382
Triangle Securities Wealth Management
North Carolina
$1.46M +$655K +39,417 +81%
ASN
383
Advisory Services Network
Georgia
$1.45M +$325K +19,533 +29%
FG
384
Foster Group
Iowa
$1.45M -$90.2K -5,427 -6%
TIA
385
Traphagen Investment Advisors
New Jersey
$1.43M -$292K -17,598 -17%
BWL
386
Bogart Wealth LLC
Virginia
$1.4M +$101K +6,087 +8%
GWA
387
Geometric Wealth Advisors
District of Columbia
$1.39M +$24.1K +1,452 +2%
AA
388
Ancora Advisors
Ohio
$1.39M +$30.1K +1,812 +2%
HI
389
Hendershot Investments
Virginia
$1.38M +$10.5K +633 +0.8%
BIA
390
Bell Investment Advisors
California
$1.38M +$5.23K +315 +0.4%
GWM
391
Gray Wealth Management
Maine
$1.37M +$165K +9,939 +14%
FNBOMD
392
First National Bank of Mount Dora
Florida
$1.36M – – –
DI
393
Disciplined Investments
Oklahoma
$1.36M +$5.14K +309 +0.4%
DCM
394
Donaldson Capital Management
Indiana
$1.36M +$1.36M +81,645 New
PS
395
Planned Solutions
California
$1.35M +$38.3K +2,307 +3%
MA
396
Modus Advisors
Minnesota
$1.33M -$5.93K -357 -0.4%
BCM
397
Brookstone Capital Management
Illinois
$1.33M -$28.9K -1,749 -2%
BCM
398
Barden Capital Management
Texas
$1.33M +$58K +3,492 +5%
SMA
399
Sage Mountain Advisors
Georgia
$1.32M – – –
Susquehanna International Group
400
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +78,804 New
14 15
16
17 18