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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 %
MWA
701
Monograph Wealth Advisors
California
$312K – – –
UAS
702
United Asset Strategies
New York
$310K – – –
BTI
703
Blue Trust Inc
Georgia
$309K -$9.66K -606 -3%
SPWM
704
Schrum Private Wealth Management
Florida
$308K – – –
EW
705
Evoke Wealth
California
$306K – – –
SGWM
706
Sterling Group Wealth Management
California
$305K +$1.14K +66 +0.4%
SCM
707
Schnieders Capital Management
California
$304K – – –
SFP
708
Shepherd Financial Partners
Massachusetts
$303K +$1.09K +63 +0.4%
FRA
709
Front Row Advisors
California
$302K -$122K -7,059 -29%
VIA
710
Vickerman Investment Advisors
Washington
$300K +$827 +48 +0.3%
Millennium Management
711
Millennium Management
New York
$299K +$299K +17,361 New
CPC
712
Cookson Peirce & Co
Pennsylvania
$299K – – –
BWA
713
Burt Wealth Advisors
Maryland
$299K – – –
CAM
714
Cubic Asset Management
Massachusetts
$299K +$1.5K +87 +0.5%
IAM
715
Innovis Asset Management
Illinois
$298K – – –
PO
716
Private Ocean
California
$296K +$236K +13,686 +392%
BDF
717
Black Diamond Financial
Maryland
$295K +$17.2K +999 +6%
PSF
718
Pacific Sun Financial
California
$295K +$295K +18,480 New
SHA
719
Seneca House Advisors
Virginia
$295K -$517 -30 -0.2%
LNC
720
Lincoln National Corp
Pennsylvania
$293K +$414 +24 +0.1%
AMM
721
American Money Management
California
$292K – – –
JC
722
Jacobs & Co
California
$291K – – –
KA
723
Klingman & Associates
New York
$290K – – –
GLA
724
Good Life Advisors
Pennsylvania
$287K +$1.09K +63 +0.4%
MIM
725
Moseley Investment Management
Florida
$287K +$10.3K +600 +4%
27 28
29
30 31