SCHB icon

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 %
RCAG
676
Rehmann Capital Advisory Group
Michigan
$352K 7,069 – –
ESB
677
Essex Savings Bank
Connecticut
$352K 7,064 +64 +0.9%
SRWM
678
Shira Ridge Wealth Management
California
$351K 7,038 – –
WA
679
Waverly Advisors
Alabama
$350K 7,025 -93 -1%
AAG
680
Armstrong Advisory Group
Massachusetts
$343K 6,874 +33 +0.5%
AFG
681
ABLE Financial Group
Arizona
$342K 6,865 -949 -12%
EWP
682
Elevation Wealth Partners
California
$342K 6,851 -609 -8%
RVPG
683
Relative Value Partners Group
$341K 6,839 +2 +0%
RPA
684
Rock Point Advisors
Vermont
$339K 6,792 -110 -2%
BFM
685
Boston Financial Management
Massachusetts
$337K 6,750 +25 +0.4%
MFC
686
Morris Financial Concepts
South Carolina
$333K 6,677 – –
PIA
687
Pinion Investment Advisors
Kansas
$333K 6,674 -93 -1%
SWP
688
Stratos Wealth Partners
Ohio
$332K 6,667 +198 +3%
LAIC
689
Lederer & Associates Investment Counsel
California
$332K 6,658 – –
WCFA
690
Walkner Condon Financial Advisors
Wisconsin
$330K 6,614 – –
PL
691
Plancorp LLC
Missouri
$324K 6,502 +6,502 New
IC
692
IEQ Capital
California
$323K 6,489 – –
CGFA
693
Colton Groome Financial Advisors
North Carolina
$323K 6,478 – –
RA
694
Ruggaard & Associates
Ohio
$322K 6,458 -330 -5%
ECM
695
Evergreen Capital Management
Washington
$321K 6,442 – –
WAM
696
Worth Asset Management
Texas
$318K 6,384 -3,630 -36%
AC
697
Apella Capital
Connecticut
$318K 6,377 +1,734 +37%
PB
698
Pinnacle Bancorp
Nebraska
$312K 6,260 – –
TIA
699
Tiemann Investment Advisors
California
$312K 6,253 -19 -0.3%
TBWA
700
Three Bridge Wealth Advisors
California
$310K 6,224 +6 +0.1%
26 27
28
29 30