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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
$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 %
Natixis Advisors
526
Natixis Advisors
Massachusetts
$666K +$666K +40,056 New
SPFA
527
Summit Place Financial Advisors
New Jersey
$662K -$1.5K -90 -0.2%
VHAM
528
Van Hulzen Asset Management
California
$661K +$2.24K +135 +0.3%
USCWA
529
U.S. Capital Wealth Advisors
Texas
$661K -$23.5K -1,413 -3%
CFG
530
Citizens Financial Group
Rhode Island
$655K -$14.8K -888 -2%
DSAM
531
Dock Street Asset Management
Florida
$648K – – –
CIC
532
Carnegie Investment Counsel
Ohio
$645K +$3.99K +240 +0.6%
BAM
533
Belpointe Asset Management
Nevada
$640K +$378K +22,731 +144%
PAMG
534
Patton Albertson Miller Group
Tennessee
$638K -$124K -7,449 -16%
Baird Financial Group
535
Baird Financial Group
Wisconsin
$634K -$473K -28,449 -43%
RWRC
536
R.W. Roge & Company
New York
$623K -$3.62K -228 -0.6%
GJIA
537
Glass Jacobson Investment Advisors
Maryland
$622K +$199 +12 +0%
HI
538
Hudock Inc
Pennsylvania
$622K -$24.2K -1,455 -4%
TI
539
Trexquant Investment
Connecticut
$619K +$97.6K +5,871 +19%
CI
540
CX Institutional
Indiana
$611K -$2.7M -162,378 -82%
DP
541
Denver PWM
Colorado
$606K +$12.2K +741 +2%
NCMW
542
Northern Capital Management (Washington)
Washington
$598K +$18.2K +1,095 +3%
RA
543
Regis Acquisition
Colorado
$597K – – –
TAM
544
Townsend Asset Management
North Carolina
$597K -$498 -30 -0.1%
AWM
545
Axxcess Wealth Management
California
$595K -$361K -21,735 -38%
CWM
546
Curi Wealth Management
North Carolina
$594K -$133K -8,016 -18%
EPM
547
Elm Partners Management
Pennsylvania
$592K +$13.5K +813 +2%
PAS
548
Park Avenue Securities
New York
$590K +$590K +35,535 New
BFC
549
Bedel Financial Consulting
Indiana
$589K +$897 +54 +0.2%
GC
550
Grimes & Company
Massachusetts
$585K +$2.19K +132 +0.4%
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