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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
Morgan Stanley
New York
$102M
2
MIS
Morningstar Investment Services
Illinois
$79.7M
3
CAG
Compass Advisory Group
New York
$40.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$130M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
2
IAS
IMA Advisory Services
Colorado
$0
3
Betterment LLC
Betterment LLC
New York
$363M
4
SCM
SCS Capital Management
Massachusetts
$225M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCAM
401
Van Cleef Asset Management
Ohio
$1.76M -$10K -540 -0.6%
BWP
402
BSW Wealth Partners
Colorado
$1.75M -$7.46K -402 -0.4%
AF
403
Advisornet Financial
Minnesota
$1.75M -$50K -2,694 -3%
PFA
404
Pure Financial Advisors
California
$1.72M +$405K +21,804 +31%
PS
405
Planned Solutions
California
$1.69M +$181K +9,741 +12%
MSG
406
Main Street Group
Virginia
$1.69M +$1.69M +90,990 New
AWM
407
Adams Wealth Management
Utah
$1.69M +$267K +14,412 +19%
GG
408
Gleason Group
Kentucky
$1.65M +$250K +13,494 +18%
TYCC
409
Texas Yale Capital Corp
Florida
$1.64M – – –
RPWA
410
Regent Peak Wealth Advisors
Georgia
$1.62M -$21.6K -1,164 -1%
OA
411
Operose Advisors
Wisconsin
$1.61M +$212K +11,427 +15%
TIA
412
Traphagen Investment Advisors
New Jersey
$1.6M +$2.45K +132 +0.2%
HR
413
Howe & Rusling
New York
$1.59M -$122K -6,567 -7%
ATI
414
ARK & TLK Investments
Oklahoma
$1.59M +$1.59M +85,842 New
WCM
415
Weik Capital Management
Pennsylvania
$1.58M -$60.1K -3,240 -4%
ASN
416
Advisory Services Network
Georgia
$1.57M -$48.8K -2,628 -3%
AA
417
Ancora Advisors
Ohio
$1.57M +$23.5K +1,266 +2%
Jones Financial Companies
418
Jones Financial Companies
Missouri
$1.57M +$132K +7,098 +9%
GWA
419
Geometric Wealth Advisors
District of Columbia
$1.56M +$14.3K +768 +0.9%
AWA
420
Acorn Wealth Advisors
Michigan
$1.55M -$93.5K -5,037 -6%
HI
421
Hendershot Investments
Virginia
$1.55M +$12.5K +675 +0.8%
TWM
422
Tolleson Wealth Management
Texas
$1.54M -$413K -22,260 -21%
GWM
423
Gray Wealth Management
Maine
$1.52M -$7.01K -378 -0.5%
FNBOMD
424
First National Bank of Mount Dora
Florida
$1.52M – – –
DI
425
Disciplined Investments
Oklahoma
$1.5M -$15.5K -834 -1%
15 16
17
18 19