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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

1
R
Rebalance
California
+$31.1M
2
SC
Savant Capital
Illinois
+$17.9M
3
HCM
Hengehold Capital Management
Ohio
+$17.8M
4
Stifel Financial
Stifel Financial
Missouri
+$9.64M
5
MBFW
Morton Brown Family Wealth
Pennsylvania
+$6.43M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$76.4M
2
AWM
AE Wealth Management
Kansas
-$15.9M
3
Betterment LLC
Betterment LLC
New York
-$11.1M
4
EK
Evensky & Katz
Florida
-$7.87M
5
SCM
SCS Capital Management
Massachusetts
-$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPA
676
Rock Point Advisors
Vermont
$357K -$3.1K -180 -0.9%
AMIM
677
Aull & Monroe Investment Management
Alabama
$354K – – –
AAG
678
Armstrong Advisory Group
Massachusetts
$354K +$4.08K +237 +1%
RVPG
679
Relative Value Partners Group
$353K +$103 +6 +0%
BWP
680
Baldwin Wealth Partners
Massachusetts
$352K +$310 +18 +0.1%
RA
681
Ruggaard & Associates
Ohio
$351K – – –
PIA
682
Pinion Investment Advisors
Kansas
$350K -$96.1K -5,574 -22%
BFM
683
Boston Financial Management
Massachusetts
$348K -$15.8K -915 -4%
SAG
684
SageView Advisory Group
California
$346K +$346K +20,061 New
MFC
685
Morris Financial Concepts
South Carolina
$345K – – –
RCWM
686
Royal Capital Wealth Management
Indiana
$344K +$5.27K +306 +2%
LAIC
687
Lederer & Associates Investment Counsel
California
$344K – – –
WCFA
688
Walkner Condon Financial Advisors
Wisconsin
$342K – – –
IC
689
IEQ Capital
California
$335K +$20.4K +1,182 +6%
CGFA
690
Colton Groome Financial Advisors
North Carolina
$335K -$16K -927 -5%
SWP
691
Stratos Wealth Partners
Ohio
$334K -$8.79K -510 -3%
FFM
692
Forum Financial Management
Illinois
$333K -$20.7K -1,200 -6%
ECM
693
Evergreen Capital Management
Washington
$333K – – –
AWM
694
Apollon Wealth Management
South Carolina
$332K +$11.6K +672 +4%
DBT
695
Dubuque Bank & Trust
Iowa
$327K – – –
TIA
696
Tiemann Investment Advisors
California
$324K -$362 -21 -0.1%
PB
697
Pinnacle Bancorp
Nebraska
$324K – – –
TCWA
698
Ten Capital Wealth Advisors
Washington
$323K -$136K -7,902 -30%
TBWA
699
Three Bridge Wealth Advisors
California
$321K +$259 +15 +0.1%
SG
700
StoneX Group
New York
$320K +$89.6K +5,202 +39%
26 27
28
29 30