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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 %
MA
426
Modus Advisors
Minnesota
$1.48M -$6.9K -372 -0.5%
EB
427
Exchange Bank
California
$1.46M – – –
FG
428
Foster Group
Iowa
$1.45M – – –
GCA
429
Gradient Capital Advisors
California
$1.44M -$11.2K -606 -0.8%
SRCM
430
Signature Resources Capital Management
California
$1.44M +$1.44M +77,565 New
CL
431
Choreo LLC
Illinois
$1.43M +$1.28K +69 +0.1%
JIR
432
James Investment Research
Ohio
$1.42M +$206K +11,082 +17%
PIA
433
Panoramic Investment Advisors
Colorado
$1.39M -$48.7K -2,625 -3%
SAG
434
SageView Advisory Group
California
$1.38M +$508K +26,625 +58%
AL
435
Aspiriant LLC
California
$1.38M – – –
NCM
436
Northwest Capital Management
Oregon
$1.38M – – –
WWP
437
Waypoint Wealth Partners
California
$1.37M – – –
PIP
438
Peachtree Investment Partners
Florida
$1.36M +$60K +3,231 +5%
FFA
439
Farther Finance Advisors
California
$1.35M +$147K +7,944 +12%
BWM
440
Blossom Wealth Management
California
$1.34M -$318K -17,154 -19%
GWM
441
Guardian Wealth Management
Illinois
$1.34M +$724 +39 +0.1%
SCM
442
SOL Capital Management
Maryland
$1.34M +$79K +4,254 +6%
KPWS
443
Kestra Private Wealth Services
Texas
$1.33M +$189K +10,191 +17%
BCM
444
Barden Capital Management
Texas
$1.33M – – –
FWI
445
Facet Wealth Inc
Maryland
$1.32M -$16.3K -849 -1%
BWM
446
BNC Wealth Management
Oregon
$1.31M +$13.1K +708 +1%
BIA
447
Bell Investment Advisors
California
$1.3M -$238K -12,837 -15%
HIC
448
Holderness Investments Company
North Carolina
$1.3M -$11K -591 -0.8%
SAM
449
S.A. Mason
Michigan
$1.29M – – –
FWM
450
Fonville Wealth Management
Virginia
$1.28M +$1.28M +68,736 New
16 17
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