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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.

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
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Circle Wealth Management
New Jersey
$51.1M 1,025,197 +10,262 +1%
MBFW
27
Morton Brown Family Wealth
Pennsylvania
$50.2M 1,007,164 +87,439 +10%
SFG
28
Socha Financial Group
New York
$49.6M 995,743 +46,394 +5%
AAIM
29
Asset Advisors Investment Management
Georgia
$48.7M 976,457 -287 -0%
Bank of America
30
Bank of America
North Carolina
$47.8M 957,996 +14,613 +2%
AI
31
Accredited Investors
Minnesota
$46.1M 924,555 -7,585 -0.8%
CCWA
32
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.7M 916,702 +24,541 +3%
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$45.4M 912,830 +55,580 +6%
NSAM
34
North Star Asset Management
Wisconsin
$45.3M 908,611 +4,887 +0.5%
Morgan Stanley
35
Morgan Stanley
New York
$43.5M 872,112 +110,823 +15%
AP
36
Agilis Partners
Massachusetts
$42.3M 847,959 -8,514 -1%
Brown Advisory
37
Brown Advisory
Maryland
$41.5M 832,254 +393 +0%
CG
38
Caprock Group
Idaho
$39.2M 786,532 +2,264 +0.3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$39.1M 784,696 -125,079 -14%
MF
40
Manchester Financial
California
$39M 782,737 -20,028 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$37.4M 750,229 -8,762 -1%
MAG
42
Members Advisory Group
New York
$37.3M 747,794 +7,885 +1%
Creative Planning
43
Creative Planning
Kansas
$35.3M 707,984 +210 +0%
M
44
MYeCFO
California
$34.5M 690,115 +39,133 +6%
MIS
45
Morningstar Investment Services
Illinois
$33.2M 664,824 +43,035 +7%
SFG
46
SNS Financial Group
Minnesota
$32.2M 646,278 +20,066 +3%
Truist Financial
47
Truist Financial
North Carolina
$30.9M 619,195 -53,020 -8%
SC
48
Savant Capital
Illinois
$29.5M 591,034 -2,410 -0.4%
FFN
49
Focus Financial Network
Minnesota
$29.4M 589,741 -14,345 -2%
LFS
50
Legacy Financial Strategies
Kansas
$29M 571,646 +51,415 +10%
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