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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.

New
Increased
Maintained
Reduced
Closed
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
HighTower Advisors
Illinois
+$38.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$15.5M
4
HCM
Hengehold Capital Management
Ohio
+$10.8M
5
EW
Evoke Wealth
California
+$10.1M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$39.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.1M
3
Cerity Partners
Cerity Partners
New York
-$11.9M
4
EK
Evensky & Katz
Florida
-$10.3M
5
JWS
Juncture Wealth Strategies
Arizona
-$9.08M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Seascape Capital Management
New Hampshire
$906K +$2.19K +132 +0.2%
DADC
477
D.A. Davidson & Co
Montana
$899K +$15K +900 +2%
PWM
478
Perigon Wealth Management
California
$874K -$2.99K -180 -0.3%
CRC
479
Curi RMB Capital
Illinois
$849K -$19.6K -1,179 -2%
SQA
480
Simon Quick Advisors
New Jersey
$849K +$65.1K +3,918 +8%
CWM
481
Cahill Wealth Management
Michigan
$847K -$2.99K -180 -0.4%
TWM
482
Thrive Wealth Management
Pennsylvania
$843K +$94K +5,658 +13%
FWP
483
Firethorn Wealth Partners
Georgia
$843K +$1.8K +108 +0.2%
CA
484
Callahan Advisors
Texas
$837K +$9.07K +546 +1%
MA
485
MCF Advisors
Kentucky
$833K -$274K -16,470 -25%
DOA
486
D'Orazio & Associates
Virginia
$817K +$277K +16,686 +51%
PFA
487
Pinnacle Family Advisors
Missouri
$814K -$367K -22,104 -31%
AWE
488
Avidian Wealth Enterprises
Texas
$806K +$2.54K +153 +0.3%
GWA
489
GGM Wealth Advisors
Maryland
$803K -$897 -54 -0.1%
LWMT
490
Legacy Wealth Management (Tennessee)
Tennessee
$802K -$36.9K -2,220 -4%
WMWM
491
Whitaker-Myers Wealth Managers
Ohio
$799K +$3.04K +183 +0.4%
SGCA
492
Steel Grove Capital Advisors
Tennessee
$792K – – –
MS
493
Madden Securities
Texas
$771K -$9.87K -594 -1%
ECG
494
EPIQ Capital Group
California
$771K +$2.94K +177 +0.4%
RG
495
Retirement Group
California
$767K -$13.5K -813 -2%
WC
496
Waterloo Capital
Texas
$764K -$174K -10,479 -19%
SAG
497
SageView Advisory Group
California
$760K +$426K +25,665 +128%
ECM
498
Exchange Capital Management
Michigan
$759K -$29.1K -1,752 -4%
MFG
499
Midwest Financial Group
Kansas
$757K +$2.89K +174 +0.4%
CPA
500
Capital Performance Advisors
California
$751K – – –
18 19
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