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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 %
MFA
451
Morling Financial Advisors
California
$1.27M -$19.1K -1,029 -1%
PF
452
Penney Financial
Texas
$1.27M +$1.27M +68,346 New
WA
453
Wealth Architects
California
$1.27M +$668 +36 +0.1%
JF
454
Joule Financial
Kentucky
$1.26M -$161K -8,649 -11%
RWM
455
Ritholtz Wealth Management
New York
$1.26M +$52.1K +2,805 +4%
SHWM
456
Smith & Howard Wealth Management
Georgia
$1.24M -$100K -5,388 -7%
SCA
457
STALEY CAPITAL ADVISERS
Pennsylvania
$1.22M +$946 +51 +0.1%
NHC
458
Nicholas Hoffman & Company
Georgia
$1.2M -$98K -5,283 -8%
AFAS
459
Acorn Financial Advisory Services
Virginia
$1.19M -$149K -8,187 -11%
OCM
460
One Capital Management
California
$1.19M +$134K +7,239 +13%
EFM
461
Eley Financial Management
Vermont
$1.19M -$1.11K -60 -0.1%
IAN
462
Integrated Advisors Network
Texas
$1.19M -$57.1K -3,078 -5%
GT
463
Glenmede Trust
Pennsylvania
$1.18M – – –
PFA
464
Pinnacle Family Advisors
Missouri
$1.17M +$259K +13,956 +28%
GSAM
465
Grant Street Asset Management
Pennsylvania
$1.17M +$43.9K +2,367 +4%
B
466
Bailard
California
$1.16M +$4.29K +231 +0.4%
KWM
467
Keebeck Wealth Management
Illinois
$1.16M +$835 +45 +0.1%
MMA
468
Miracle Mile Advisors
California
$1.15M +$28.5K +1,536 +3%
PIM
469
Penobscot Investment Management
Massachusetts
$1.15M +$56 +3 +0%
CW
470
Connectus Wealth
Ohio
$1.14M -$10.6K -570 -0.9%
CA
471
Cetera Advisors
Colorado
$1.14M +$98.8K +5,322 +9%
Rockefeller Capital Management
472
Rockefeller Capital Management
New York
$1.14M +$314K +16,899 +38%
MPM
473
Meritage Portfolio Management
Kansas
$1.13M -$99.2K -5,343 -8%
GA
474
Gateway Advisory
New Jersey
$1.13M -$1.5K -81 -0.1%
OSAM
475
O'Shaughnessy Asset Management
Connecticut
$1.12M +$536K +28,887 +92%
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