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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

1
R
1
Rebalance
California
$185M
2
SC
2
Savant Capital
Illinois
$30.7M
3
HCM
3
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.6M
5
MBFW
5
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$24M
3
Betterment LLC
3
Betterment LLC
New York
$357M
4
EK
4
Evensky & Katz
Florida
$195M
5
SCM
5
SCS Capital Management
Massachusetts
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Circle Wealth Management
New Jersey
$52.5M +$50K +2,901 +0.1%
AAIM
27
Asset Advisors Investment Management
Georgia
$50.5M -$437K -25,356 -0.9%
SFG
28
Socha Financial Group
New York
$49.1M +$2.23M +129,552 +5%
Bank of America
29
Bank of America
North Carolina
$48.8M -$4.27M -247,728 -8%
AI
30
Accredited Investors
Minnesota
$48.2M +$1.92M +111,501 +4%
MBFW
31
Morton Brown Family Wealth
Pennsylvania
$47.5M +$6.43M +373,251 +16%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$47M -$2.55M -147,990 -5%
NSAM
33
North Star Asset Management
Wisconsin
$46.7M +$1.28M +74,544 +3%
CCWA
34
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.1M -$167K -9,663 -0.4%
National Bank of Canada
35
National Bank of Canada
Quebec, Canada
$44.3M -$976K -56,628 -2%
AP
36
Agilis Partners
Massachusetts
$44.3M -$28.6K -1,659 -0.1%
Brown Advisory
37
Brown Advisory
Maryland
$43M -$5.25M -304,554 -11%
MF
38
Manchester Financial
California
$41.5M +$277K +16,071 +0.7%
CG
39
Caprock Group
Idaho
$40.5M -$811K -47,070 -2%
Morgan Stanley
40
Morgan Stanley
New York
$39.4M +$3.01M +174,726 +8%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$39.2M -$2.09M -121,506 -5%
MAG
42
Members Advisory Group
New York
$38.3M +$492K +28,521 +1%
Creative Planning
43
Creative Planning
Kansas
$36.6M -$97.2K -5,640 -0.3%
Truist Financial
44
Truist Financial
North Carolina
$34.8M +$847K +49,170 +2%
M
45
MYeCFO
California
$33.7M -$1.08M -62,748 -3%
SFG
46
SNS Financial Group
Minnesota
$32.4M -$512K -29,682 -2%
MIS
47
Morningstar Investment Services
Illinois
$31.8M +$2.56M +150,498 +9%
FFN
48
Focus Financial Network
Minnesota
$31.2M +$1.02M +59,289 +3%
SC
49
Savant Capital
Illinois
$30.7M +$17.9M +1,038,105 +140%
PRS
50
Pinkerton Retirement Specialists
Idaho
$29.8M +$71.4K +4,143 +0.2%
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