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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 %
DAS
626
Dynamic Advisor Solutions
Arizona
$433K 26,067 -4,176 -14%
PRWA
627
Platte River Wealth Advisors
Colorado
$432K 25,971 – –
BlackRock
628
BlackRock
New York
$428K 25,785 – –
BIG
629
Builder Investment Group
Georgia
$428K 25,767 +525 +2%
QCM
630
QRG Capital Management
Illinois
$428K 25,764 +25,764 New
HIS
631
Horizon Investment Services
Indiana
$426K 25,626 +1,116 +5%
CAAM
632
Cornerstone Advisors Asset Management
Pennsylvania
$425K 25,596 – –
FW
633
FirstPurpose Wealth
Utah
$425K 25,563 -8,355 -25%
CCM
634
Carlson Capital Management
Minnesota
$423K 25,470 +150 +0.6%
Bank of Montreal
635
Bank of Montreal
Ontario, Canada
$423K 24,264 -16,521 -41%
IF
636
IRON Financial
Illinois
$422K 25,422 -57 -0.2%
G
637
Gainplan
Michigan
$420K 25,257 -912 -3%
BF
638
Blankinship & Foster
California
$416K 25,041 -714 -3%
ACM
639
Armbruster Capital Management
New York
$416K 25,020 +153 +0.6%
MFA
640
Mayflower Financial Advisors
Massachusetts
$414K 24,942 +24,942 New
AL
641
ACAS LLC
California
$414K 24,927 -1,455 -6%
PWMAG
642
Pinnacle Wealth Management Advisory Group
New Jersey
$410K 24,681 -240 -1%
NS
643
NBC Securities
Alabama
$408K 24,600 +24,600 New
AIM
644
Anchor Investment Management
South Carolina
$406K 24,453 -240 -1%
PWM
645
Paulson Wealth Management
Illinois
$405K 24,360 -2,535 -9%
CNWM
646
Clay Northam Wealth Management
California
$404K 24,306 – –
WA
647
Waterford Advisors
New York
$402K 24,183 – –
KC
648
Kades & Cheifetz
Pennsylvania
$399K 23,985 +90 +0.4%
NFW
649
Noble Family Wealth
Florida
$398K 23,946 -729 -3%
PWA
650
Physician Wealth Advisors
Utah
$396K 23,649 -1,125 -5%
24 25
26
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