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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 %
BIA
376
Bigelow Investment Advisors
Maine
$2.01M +$59.6K +3,210 +3%
TSWM
377
Triangle Securities Wealth Management
North Carolina
$1.98M +$348K +18,771 +21%
EWM
378
Empirical Wealth Management
Washington
$1.98M -$126K -6,804 -6%
EL
379
Essex LLC
Illinois
$1.97M -$128K -6,906 -6%
AFP
380
Ausdal Financial Partners
Iowa
$1.97M +$128K +6,876 +7%
OIM
381
Opus Investment Management
Massachusetts
$1.96M -$71.3K -3,840 -4%
TIAA Trust, National Association
382
TIAA Trust, National Association
North Carolina
$1.94M – – –
MWM
383
Modera Wealth Management
New Jersey
$1.92M -$18K -972 -0.9%
PA
384
Pinnacle Associates
New York
$1.9M +$1.5K +81 +0.1%
SW
385
SVB Wealth
Massachusetts
$1.89M -$21.2K -1,143 -1%
WWC
386
Waypoint Wealth Counsel
Georgia
$1.88M -$1.37M -73,674 -42%
YIA
387
YHB Investment Advisors
Connecticut
$1.88M -$186K -10,032 -9%
SA
388
Skyline Advisors
Washington
$1.86M +$1.86M +100,440 New
DCM
389
Donaldson Capital Management
Indiana
$1.85M +$339K +18,285 +22%
SIC
390
Sigma Investment Counselors
Michigan
$1.85M +$18.5K +996 +1%
EWA
391
EP Wealth Advisors
California
$1.84M +$725K +39,057 +65%
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$1.82M -$10.4K -558 -0.6%
SWM
393
Segment Wealth Management
Texas
$1.81M -$19.4K -1,044 -1%
ECML
394
Eagle Capital Management (Louisiana)
Louisiana
$1.8M -$35.2K -1,899 -2%
WA
395
Waverly Advisors
Alabama
$1.79M +$1.4M +75,501 +358%
BA
396
Bridgewater Advisors
New York
$1.79M -$9.46K -510 -0.5%
AMG
397
Asset Management Group
Connecticut
$1.79M -$34K -1,830 -2%
AA
398
Advisory Alpha
Michigan
$1.78M -$271K -14,592 -13%
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$1.76M -$129K -6,963 -7%
BWL
400
Bogart Wealth LLC
Virginia
$1.76M +$195K +10,485 +12%
14 15
16
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