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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 %
US Bancorp
551
US Bancorp
Minnesota
$580K -$673K -40,476 -54%
CWA
552
Consilium Wealth Advisory
Texas
$573K – – –
GP
553
Greenline Partners
New York
$567K -$182K -10,968 -24%
AWA
554
Aletheian Wealth Advisors
Washington
$566K +$748 +45 +0.1%
BCI
555
Brinker Capital Investments
Pennsylvania
$557K -$69.7K -4,197 -11%
OPS
556
Orion Portfolio Solutions
Nebraska
$557K -$69.7K -4,197 -11%
AAS
557
Annex Advisory Services
Wisconsin
$554K -$88.2K -5,310 -14%
JIC
558
Joel Isaacson & Co
New York
$553K +$2.94K +177 +0.5%
EAM
559
Evanson Asset Management
California
$552K +$548 +33 +0.1%
FNBT
560
FineMark National Bank & Trust
Florida
$548K -$725K -43,626 -57%
SFG
561
StrategIQ Financial Group
Indiana
$548K +$3.99K +240 +0.7%
CBFP
562
Cedar Brook Financial Partners
Ohio
$546K +$11.2K +675 +2%
CF
563
Cantor Fitzgerald
New York
$542K -$798 -48 -0.1%
JWM
564
Jeppson Wealth Management
California
$538K +$1.99K +120 +0.4%
CSIA
565
Charles Schwab Investment Advisory
California
$533K +$23.4K +1,410 +5%
TF
566
TLWM Financial
Texas
$531K +$3.09K +186 +0.6%
TRCT
567
Tower Research Capital (TRC)
New York
$529K +$472K +28,398 +830%
ML
568
McAdam LLC
Pennsylvania
$528K +$86.2K +5,187 +19%
IIC
569
Ironwood Investment Counsel
Arizona
$520K +$15.9K +954 +3%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$519K +$3.84K +231 +0.7%
JWM
571
Janiczek Wealth Management
Colorado
$519K +$14.3K +858 +3%
WWA
572
WCG Wealth Advisors
Nevada
$515K +$515K +31,020 New
SIG
573
Stonegate Investment Group
Alabama
$512K -$4.89K -294 -0.9%
WP
574
Westmount Partners
California
$508K +$5.58K +336 +1%
IFS
575
Ifrah Financial Services
Arkansas
$506K +$14.4K +867 +3%
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