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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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$102M
2
MIS
Morningstar Investment Services
Illinois
$79.7M
3
CAG
Compass Advisory Group
New York
$40.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$130M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
2
IAS
IMA Advisory Services
Colorado
$0
3
Betterment LLC
Betterment LLC
New York
$363M
4
SCM
SCS Capital Management
Massachusetts
$225M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWM
501
Twelve Points Wealth Management
Massachusetts
$997K -$56.3K -3,036 -5%
SSWM
502
Smith Salley Wealth Management
North Carolina
$997K -$38K -2,049 -4%
FWP
503
Firethorn Wealth Partners
Georgia
$994K +$53.1K +2,859 +6%
KWA
504
Kingswood Wealth Advisors
California
$992K +$216K +11,622 +28%
DADC
505
D.A. Davidson & Co
Montana
$989K -$14.6K -786 -1%
OPWM
506
Oakwell Private Wealth Management
Texas
$983K -$59.9K -3,228 -6%
GT
507
Greenleaf Trust
Michigan
$976K +$976K +52,575 New
Baird Financial Group
508
Baird Financial Group
Wisconsin
$974K +$266K +14,325 +38%
PWS
509
Physician Wealth Solutions
Nevada
$966K +$966K +52,065 New
CRC
510
Curi RMB Capital
Illinois
$955K +$5.9K +318 +0.6%
GL
511
Graypoint LLC
New York
$953K +$953K +51,360 New
GWA
512
GGM Wealth Advisors
Maryland
$952K +$37.3K +1,968 +4%
CWM
513
Cahill Wealth Management
Michigan
$950K +$3.95K +213 +0.4%
VCM
514
Virtue Capital Management
Tennessee
$928K -$1.42M -78,165 -61%
DOA
515
D'Orazio & Associates
Virginia
$915K +$3.51K +189 +0.4%
CA
516
Callahan Advisors
Texas
$908K -$26.4K -1,425 -3%
ICG
517
InterOcean Capital Group
Tennessee
$907K -$178K -9,597 -16%
AWE
518
Avidian Wealth Enterprises
Texas
$903K +$3.17K +171 +0.4%
MAG
519
Mayfair Advisory Group
Alabama
$896K +$142K +7,689 +19%
LWMT
520
Legacy Wealth Management (Tennessee)
Tennessee
$885K -$10K -540 -1%
SGCA
521
Steel Grove Capital Advisors
Tennessee
$884K – – –
RG
522
Retirement Group
California
$880K +$23K +1,242 +3%
WMWM
523
Whitaker-Myers Wealth Managers
Ohio
$879K -$13.7K -738 -2%
ECG
524
EPIQ Capital Group
California
$864K +$3.62K +195 +0.4%
MS
525
Madden Securities
Texas
$861K -$835 -45 -0.1%
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