SCHB icon

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
$90.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$71.2M
4
HCM
Hengehold Capital Management
Ohio
$149M
5
EW
Evoke Wealth
California
$10.4M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
Cerity Partners
New York
$5.47M
4
EK
Evensky & Katz
Florida
$178M
5
JWS
Juncture Wealth Strategies
Arizona
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
501
Bowie Capital Management
Texas
$748K – – –
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$744K +$199 +12 +0%
GI
503
GS Investments
Minnesota
$740K -$2.24K -135 -0.3%
CAL
504
Capital Advisors Ltd
Ohio
$737K – – –
Rockefeller Capital Management
505
Rockefeller Capital Management
New York
$737K +$132K +7,932 +22%
ECG
506
Edge Capital Group
Georgia
$732K – – –
Millennium Management
507
Millennium Management
New York
$731K +$443K +26,649 +153%
BTWM
508
Baker Tilly Wealth Management
Wisconsin
$731K -$189K -11,382 -21%
SWM
509
Spire Wealth Management
Virginia
$728K +$6.48K +390 +0.9%
KFP
510
KMG Fiduciary Partners
Ohio
$728K – – –
FWA
511
FSM Wealth Advisors
Ohio
$727K – – –
IAP
512
Indie Asset Partners
Indiana
$726K -$56.1K -3,375 -7%
MAC
513
Mason & Associates (California)
California
$726K -$13K -783 -2%
MCM
514
Mengis Capital Management
Oregon
$721K -$80K -4,815 -10%
SAF
515
Smith Anglin Financial
Texas
$707K +$2.69K +162 +0.4%
WCF
516
West Coast Financial
California
$705K – – –
SWM
517
Stockman Wealth Management
Montana
$705K -$39.4K -2,370 -5%
KWA
518
Kingswood Wealth Advisors
California
$696K +$696K +41,862 New
WIM
519
Waycross Investment Management
Washington
$693K – – –
MWM
520
Merriman Wealth Management
Washington
$690K +$34K +2,049 +5%
MAG
521
Mayfair Advisory Group
Alabama
$689K -$152 -9 -0%
BC
522
Barrett & Company
Rhode Island
$684K -$18.1K -1,089 -3%
LSIA
523
LaSalle St. Investment Advisors
Illinois
$674K +$674K +40,614 New
MIA
524
MainStreet Investment Advisors
Illinois
$667K -$25.3K -1,521 -4%
MPWT
525
MassMutual Private Wealth & Trust
Connecticut
$667K -$25.3K -1,521 -4%
19 20
21
22 23