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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.

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
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$71.2M
4
HCM
4
Hengehold Capital Management
Ohio
$149M
5
EW
5
Evoke Wealth
California
$10.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
601
Alaska Wealth Advisors
Alaska
$471K 28,374 -12,045 -30%
GC
602
Gilbert & Cook
Iowa
$471K 28,350 – –
CWA
603
Clarity Wealth Advisors
California
$469K 28,236 -2,649 -9%
CIA
604
Choate Investment Advisors
Massachusetts
$466K 28,038 +15,408 +122%
FCA
605
FinTrust Capital Advisors
South Carolina
$465K 27,987 -9 -0%
APG
606
Abacus Planning Group
South Carolina
$463K 27,891 +633 +2%
VFA
607
Valeo Financial Advisors
Indiana
$460K 27,666 +6,300 +29%
WCM
608
Washburn Capital Management
Florida
$459K 27,636 -1,104 -4%
GKWIM
609
Gerber Kawasaki Wealth & Investment Management
California
$458K 27,549 +3,846 +16%
AA
610
AF Advisors
California
$458K 27,546 +3 +0%
RPSA
611
Richard P. Slaughter Associates
Texas
$457K 27,486 -2,238 -8%
RI
612
Rinkey Investments
California
$455K 27,402 +24 +0.1%
UW
613
Unique Wealth
Florida
$454K 27,294 – –
RWP
614
Reliant Wealth Planning
Kentucky
$452K 27,189 – –
AWA
615
Aquire Wealth Advisors
Utah
$452K 27,180 – –
SOS
616
Silver Oak Securities
Tennessee
$451K 27,165 -34,620 -56%
WFA
617
West Financial Advisors
Iowa
$450K 27,054 -201 -0.7%
WAM
618
Weatherly Asset Management
California
$449K 27,045 – –
Financial Engines Advisors
619
Financial Engines Advisors
California
$443K 26,652 +4,341 +19%
RF
620
Rollins Financial
Georgia
$441K 26,562 +285 +1%
CAG
621
Crestwood Advisors Group
Massachusetts
$439K 26,415 -630 -2%
H
622
HoyleCohen
California
$439K 26,400 +12 +0%
BAAM
623
Baker Avenue Asset Management
California
$435K 26,205 – –
Renaissance Technologies
624
Renaissance Technologies
New York
$434K 26,100 -22,800 -47%
ACP
625
Aviance Capital Partners
Florida
$433K 26,085 – –
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25
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