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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.

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
1
Morgan Stanley
New York
$102M
2
MIS
2
Morningstar Investment Services
Illinois
$79.7M
3
CAG
3
Compass Advisory Group
New York
$40.7M
4
CMAI
4
Capital Management Associates Inc
Minnesota
$30.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$130M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.27B
2
IAS
2
IMA Advisory Services
Colorado
$0
3
Betterment LLC
3
Betterment LLC
New York
$363M
4
SCM
4
SCS Capital Management
Massachusetts
$225M
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BP
26
Ballentine Partners
Massachusetts
$62.3M 1,118,226 +13,757 +1%
Bank of America
27
Bank of America
North Carolina
$59.9M 1,076,289 +118,293 +12%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$59.5M 1,075,622 +162,792 +18%
MBFW
29
Morton Brown Family Wealth
Pennsylvania
$58M 1,041,531 +34,367 +3%
HSA
30
HBK Sorce Advisory
Pennsylvania
$57.3M 1,029,768 -43,000 -4%
CWM
31
Circle Wealth Management
New Jersey
$57.1M 1,025,983 +786 +0.1%
AI
32
Accredited Investors
Minnesota
$56.2M 1,009,113 +84,558 +9%
AAIM
33
Asset Advisors Investment Management
Georgia
$55.9M 1,003,584 +27,127 +3%
SFG
34
Socha Financial Group
New York
$55.1M 990,003 -5,740 -0.6%
NSAM
35
North Star Asset Management
Wisconsin
$52.5M 942,554 +33,943 +4%
CCWA
36
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.8M 912,272 -4,430 -0.5%
AP
37
Agilis Partners
Massachusetts
$50.3M 903,629 +55,670 +7%
Brown Advisory
38
Brown Advisory
Maryland
$46.5M 836,174 +3,920 +0.5%
DLCIG
39
D.L. Carlson Investment Group
New Hampshire
$44.5M 758,815 +181,456 +31%
CG
40
Caprock Group
Idaho
$44M 790,598 +4,066 +0.5%
MF
41
Manchester Financial
California
$43.4M 779,515 -3,222 -0.4%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$42.2M 758,179 +7,950 +1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$41.7M 748,577 -36,119 -5%
CAG
44
Compass Advisory Group
New York
$40.7M 730,442 +579,689 +385%
MAG
45
Members Advisory Group
New York
$40.2M 721,681 -26,113 -3%
M
46
MYeCFO
California
$40.1M 720,615 +30,500 +4%
Creative Planning
47
Creative Planning
Kansas
$38M 682,939 -25,045 -4%
OIA
48
OneDigital Investment Advisors
Kansas
$35.8M 642,199 +374,305 +140%
SFG
49
SNS Financial Group
Minnesota
$35.7M 641,358 -4,920 -0.8%
SC
50
Savant Capital
Illinois
$33.7M 605,620 +14,586 +2%
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