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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 %
WA
426
Wealth Architects
California
$1.13M +$25.5K +1,533 +2%
SCM
427
SOL Capital Management
Maryland
$1.13M +$27.6K +1,659 +3%
FWI
428
Facet Wealth Inc
Maryland
$1.12M -$118K -7,284 -9%
IAN
429
Integrated Advisors Network
Texas
$1.11M +$2.44K +147 +0.2%
MPM
430
Meritage Portfolio Management
Kansas
$1.1M +$118K +7,092 +12%
SCA
431
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M -$4.19K -252 -0.4%
JIR
432
James Investment Research
Ohio
$1.09M +$358K +21,561 +49%
RWM
433
Ritholtz Wealth Management
New York
$1.08M +$10.1K +609 +0.9%
FFA
434
Farther Finance Advisors
California
$1.08M +$178K +10,722 +20%
EFM
435
Eley Financial Management
Vermont
$1.07M -$29.7K -1,785 -3%
GT
436
Glenmede Trust
Pennsylvania
$1.05M -$14.6K -876 -1%
KAS
437
Kestra Advisory Services
Texas
$1.05M -$36.6K -2,205 -3%
KWM
438
Keebeck Wealth Management
Illinois
$1.03M -$4.74K -285 -0.5%
CW
439
Connectus Wealth
Ohio
$1.03M -$31.9K -1,917 -3%
B
440
Bailard
California
$1.03M -$86.2K -5,190 -8%
PIM
441
Penobscot Investment Management
Massachusetts
$1.03M -$17.9K -1,080 -2%
KPWS
442
Kestra Private Wealth Services
Texas
$1.02M +$15.6K +936 +2%
AF
443
Allworth Financial
California
$1.02M +$91.3K +5,493 +10%
WWM
444
Windsor Wealth Management
Indiana
$1.01M -$598 -36 -0.1%
GA
445
Gateway Advisory
New Jersey
$1.01M -$29.8K -1,791 -3%
KeyBank National Association
446
KeyBank National Association
Ohio
$1.01M – – –
GSAM
447
Grant Street Asset Management
Pennsylvania
$1M -$1.7K -102 -0.2%
MMA
448
Miracle Mile Advisors
California
$1M -$318K -19,119 -24%
EWA
449
EP Wealth Advisors
California
$1M -$4.73M -284,751 -83%
WANY
450
Wealthspire Advisors (New York)
New York
$995K +$172K +10,374 +21%
16 17
18
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