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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 %
TCM
576
Twele Capital Management
Minnesota
$504K -$93.2K -5,607 -16%
ODIJL
577
One Day In July LLC
Vermont
$499K +$7.73K +465 +2%
HBT
578
Hills Bank & Trust
Iowa
$499K – – –
BAM
579
Bosun Asset Management
Illinois
$499K – – –
PA
580
Perennial Advisors
New York
$494K -$3.34K -201 -0.7%
TIM
581
Total Investment Management
Arizona
$493K +$3.74K +225 +0.8%
APP
582
Avantax Planning Partners
Iowa
$493K +$2.29K +138 +0.5%
OFP
583
OLIO Financial Planning
Virginia
$492K +$6.23K +375 +1%
LIM
584
Loudon Investment Management
New Hampshire
$491K – – –
GW
585
GW & Wade
Massachusetts
$490K +$29.5K +1,776 +6%
NSIM
586
North Star Investment Management
Illinois
$488K – – –
GC
587
Gratus Capital
Georgia
$484K +$484K +29,118 New
RCWM
588
Royal Capital Wealth Management
Indiana
$484K +$151K +9,114 +46%
AWM
589
Altus Wealth Management
Kentucky
$483K +$25.9K +1,557 +6%
WCM
590
Wealthcare Capital Management
Virginia
$483K – – –
WPIC
591
White Pine Investment Company
Michigan
$479K -$112K -6,735 -19%
MWM
592
Mission Wealth Management
California
$478K -$9.17K -552 -2%
HNB
593
Huntington National Bank
Ohio
$478K -$495K – –
HS
594
Horan Securities
United States
$477K -$1.16M -69,894 -71%
AC
595
Abbrea Capital
California
$475K +$997 +60 +0.2%
FM
596
Foster & Motley
Ohio
$474K -$36K -2,163 -7%
CWMU
597
Caliber Wealth Management (Utah)
Utah
$474K +$1.8K +108 +0.4%
SI
598
Saxon Interests
Texas
$474K +$474K +28,512 New
FA
599
Faithward Advisors
Pennsylvania
$473K -$153 -9 -0%
IF
600
Ironwood Financial
Arizona
$472K -$20.6K -1,239 -4%
22 23
24
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