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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 %
EB
401
Exchange Bank
California
$1.3M -$99.7K -6,000 -7%
GCA
402
Gradient Capital Advisors
California
$1.3M +$16.7K +1,005 +1%
NL
403
NEPC LLC
Massachusetts
$1.3M -$529K -31,830 -29%
PIA
404
Panoramic Investment Advisors
Colorado
$1.29M +$1.29M +77,790 New
Jones Financial Companies
405
Jones Financial Companies
Missouri
$1.28M +$190K +11,418 +17%
CL
406
Choreo LLC
Illinois
$1.28M +$57.7K +3,474 +5%
JF
407
Joule Financial
Kentucky
$1.27M -$349 -21 -0%
HR
408
Hardy Reed
Mississippi
$1.27M +$1.27M +76,548 New
AWM
409
Adams Wealth Management
Utah
$1.27M -$1.35K -81 -0.1%
GG
410
Gleason Group
Kentucky
$1.26M +$87.7K +5,277 +8%
OA
411
Operose Advisors
Wisconsin
$1.25M +$4.74K +285 +0.4%
AL
412
Aspiriant LLC
California
$1.24M – – –
NCM
413
Northwest Capital Management
Oregon
$1.23M – – –
WWP
414
Waypoint Wealth Partners
California
$1.23M – – –
AFAS
415
Acorn Financial Advisory Services
Virginia
$1.22M -$28.4K -1,710 -2%
DI
416
Diligent Investors
California
$1.22M -$78.4K -4,719 -6%
GWM
417
Guardian Wealth Management
Illinois
$1.2M +$698 +42 +0.1%
SHWM
418
Smith & Howard Wealth Management
Georgia
$1.2M -$45.2K -2,721 -4%
PFA
419
Pure Financial Advisors
California
$1.18M +$20.6K +1,242 +2%
HIC
420
Holderness Investments Company
North Carolina
$1.17M +$77.2K +4,644 +7%
PIP
421
Peachtree Investment Partners
Florida
$1.17M +$26.3K +1,581 +2%
NHC
422
Nicholas Hoffman & Company
Georgia
$1.17M +$2.79K +168 +0.2%
BWM
423
BNC Wealth Management
Oregon
$1.16M +$8.08K +486 +0.7%
SAM
424
S.A. Mason
Michigan
$1.16M -$74.3K -4,470 -6%
MFA
425
Morling Financial Advisors
California
$1.15M -$33.9K -2,043 -3%
15 16
17
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