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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
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

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 %
PFS
651
Prospera Financial Services
Texas
$395K 7,915 +246 +3%
ACA
652
Aptus Capital Advisors
Alabama
$394K 7,901 +18 +0.2%
CFO
653
Custos Family Office
Texas
$393K 7,888 – –
WS
654
Wedbush Securities
California
$393K 7,877 +276 +4%
SWA
655
Sightline Wealth Advisors
Connecticut
$387K 7,773 +169 +2%
GC
656
Garde Capital
Washington
$387K 7,770 +47 +0.6%
MRWM
657
ML&R Wealth Management
Texas
$386K 7,752 -1,457 -16%
CFB
658
Cullen/Frost Bankers
Texas
$382K 7,658 – –
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$380K 7,631 +1 +0%
CA
660
Crewe Advisors
Utah
$380K 7,628 +22 +0.3%
WP
661
WealthSource Partners
California
$374K 7,493 -193 -3%
AP
662
Appleton Partners
Massachusetts
$372K 7,458 -1,455 -16%
ACM
663
AlphaStar Capital Management
North Carolina
$370K 7,426 -195 -3%
FVWA
664
Foster Victor Wealth Advisors
South Carolina
$369K 7,386 +212 +3%
SAM
665
Summit Asset Management
Tennessee
$369K 7,395 – –
PCI
666
Planning Center Inc
Illinois
$367K 7,353 +2 +0%
RWP
667
Revolve Wealth Partners
New Jersey
$366K 7,337 -161 -2%
ATC
668
Argent Trust Co
Tennessee
$363K 7,272 – –
AMIM
669
Aull & Monroe Investment Management
Alabama
$357K 7,164 +320 +5%
B
670
BetterWealth
California
$357K 7,161 +7,161 New
SSI
671
Scott & Selber Inc
Texas
$356K 7,149 +4 +0.1%
SFG
672
Sovereign Financial Group
Connecticut
$355K 7,118 -63 -0.9%
BP
673
Broadleaf Partners
Ohio
$355K 7,116 +10 +0.1%
WIA
674
World Investment Advisors
California
$355K 7,113 – –
BL
675
Balentine LLC
Georgia
$353K 7,078 +1,936 +38%
25 26
27
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