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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 %
GJIA
526
Glass Jacobson Investment Advisors
Maryland
$854K +$159K +8,565 +23%
MFG
527
Midwest Financial Group
Kansas
$849K +$3.51K +189 +0.4%
ECM
528
Exchange Capital Management
Michigan
$849K +$1.23K +66 +0.1%
WC
529
Waterloo Capital
Texas
$847K -$5.96K -321 -0.7%
SQA
530
Simon Quick Advisors
New Jersey
$841K -$107K -5,766 -11%
BCM
531
Bowie Capital Management
Texas
$835K – – –
Fifth Third Bancorp
532
Fifth Third Bancorp
Ohio
$832K +$835 +45 +0.1%
TW
533
Traveka Wealth
California
$831K +$831K +44,808 New
ECG
534
Edge Capital Group
Georgia
$818K – – –
KFP
535
KMG Fiduciary Partners
Ohio
$813K – – –
FWA
536
FSM Wealth Advisors
Ohio
$812K – – –
IAP
537
Indie Asset Partners
Indiana
$811K – – –
MAC
538
Mason & Associates (California)
California
$811K +$557 +30 +0.1%
MWA
539
Muirfield Wealth Advisors
North Carolina
$811K +$811K +43,689 New
CPL
540
CAP Partners LLC
Tennessee
$809K +$809K +43,623 New
BAM
541
Belpointe Asset Management
Nevada
$805K +$91.1K +4,911 +13%
MCM
542
Mengis Capital Management
Oregon
$805K +$557 +30 +0.1%
FFO
543
Fiduciary Family Office
Florida
$796K +$796K +42,918 New
SWM
544
Spire Wealth Management
Virginia
$795K -$25.9K -1,383 -3%
SAF
545
Smith Anglin Financial
Texas
$793K +$3.28K +177 +0.4%
SWM
546
Stockman Wealth Management
Montana
$792K +$5.34K +288 +0.7%
WCF
547
West Coast Financial
California
$788K – – –
EFS
548
Econ Financial Services
Pennsylvania
$786K +$786K +42,375 New
CAL
549
Capital Advisors Ltd
Ohio
$783K -$39.7K -2,139 -5%
FF
550
Farrow Financial
Vermont
$768K +$768K +41,373 New
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