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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.

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
1
Rebalance
California
$185M
2
SC
2
Savant Capital
Illinois
$30.7M
3
HCM
3
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.6M
5
MBFW
5
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$24M
3
Betterment LLC
3
Betterment LLC
New York
$357M
4
EK
4
Evensky & Katz
Florida
$195M
5
SCM
5
SCS Capital Management
Massachusetts
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
FNC
51
First National Corp
Massachusetts
$29.4M 1,707,708 +122,934 +8%
SFC
52
SYM Financial Corp
Indiana
$28.1M 1,630,413 +699 +0%
WA
53
WBH Advisory
Maryland
$27.5M 1,596,741 +13,929 +0.9%
PIMG
54
Patriot Investment Management Group
Tennessee
$27.4M 1,590,399 -22,869 -1%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$27.1M 1,574,475 -274,542 -15%
LFS
56
Legacy Financial Strategies
Kansas
$26.9M 1,560,693 +27,093 +2%
CIA
57
Cape Investment Advisory
Georgia
$26.8M 1,556,571 +1,572 +0.1%
BCMO
58
Buckingham Capital Management (Ohio)
Ohio
$26.8M 1,555,272 +8,052 +0.5%
FANJ
59
Financial Architects (New Jersey)
New Jersey
$26.6M 1,543,578 +8,307 +0.5%
Osaic Holdings
60
Osaic Holdings
Arizona
$26M 1,509,915 -139,809 -8%
LPT
61
Legacy Private Trust
Wisconsin
$25M 1,451,916 +52,638 +4%
UCFA
62
United Capital Financial Advisors
Texas
$24.8M 1,441,545 -75,888 -5%
LPL Financial
63
LPL Financial
California
$24.5M 1,422,387 +1,080 +0.1%
DLCIG
64
D.L. Carlson Investment Group
New Hampshire
$24.5M 1,420,626 +105,198 +8%
AWM
65
AE Wealth Management
Kansas
$24M 1,394,367 -919,803 -40%
Wells Fargo
66
Wells Fargo
California
$23.3M 1,352,319 +23,655 +2%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$22.7M 1,318,323 -18,804 -1%
BC
68
Bartlett & Co
Ohio
$22.7M 1,318,323 -18,804 -1%
TI
69
Truepoint Inc
Ohio
$21.6M 1,255,758 -843 -0.1%
JWS
70
Juncture Wealth Strategies
Arizona
$21.3M 1,234,410 -31,077 -2%
JIP
71
Jaffetilchin Investment Partners
Florida
$20.8M 1,208,535 +75,372 +7%
UBS Group
72
UBS Group
Switzerland
$20.4M 1,181,334 -30,216 -2%
PAM
73
Pegasus Asset Management
New York
$20.1M 1,167,714 +3,462 +0.3%
CCA
74
Cobblestone Capital Advisors
New York
$19.2M 1,114,851 -37,752 -3%
AIS
75
American Investment Services
Massachusetts
$19M 1,100,637 +18 +0%
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