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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 %
DLCIG
51
D.L. Carlson Investment Group
New Hampshire
$28.8M 577,359 +103,817 +22%
PRS
52
Pinkerton Retirement Specialists
Idaho
$28.2M 566,057 -10,815 -2%
SFC
53
SYM Financial Corp
Indiana
$27.1M 543,050 -421 -0.1%
WA
54
WBH Advisory
Maryland
$27M 542,228 +9,981 +2%
Osaic Holdings
55
Osaic Holdings
Arizona
$26.6M 534,096 +30,791 +6%
BCMO
56
Buckingham Capital Management (Ohio)
Ohio
$26.3M 528,490 +10,066 +2%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$25.4M 509,321 -15,504 -3%
Wealth Enhancement Advisory Services
58
Wealth Enhancement Advisory Services
Minnesota
$25.3M 507,589 +341,750 +206%
CIA
59
Cape Investment Advisory
Georgia
$25.2M 505,930 -12,927 -2%
LPL Financial
60
LPL Financial
California
$24.8M 498,292 +24,163 +5%
FNC
61
First National Corp
Massachusetts
$24.3M 488,384 -80,852 -14%
LPT
62
Legacy Private Trust
Wisconsin
$24M 481,156 -2,816 -0.6%
Wells Fargo
63
Wells Fargo
California
$23.4M 470,339 +19,566 +4%
UCFA
64
United Capital Financial Advisors
Texas
$23.2M 464,729 -15,786 -3%
EFG
65
Ethos Financial Group
Pennsylvania
$23.1M 463,034 +80,310 +21%
CFGSD
66
Compass Financial Group (South Dakota)
South Dakota
$21.4M 429,258 +74,867 +21%
BCWM
67
Bartlett & Co Wealth Management
Ohio
$21.3M 426,569 -12,872 -3%
BC
68
Bartlett & Co
Ohio
$21.3M 426,569 -12,872 -3%
PIMG
69
Patriot Investment Management Group
Tennessee
$21.1M 424,146 -105,987 -20%
TI
70
Truepoint Inc
Ohio
$20.8M 418,175 -411 -0.1%
WWM
71
WT Wealth Management
Arizona
$20.8M 417,513 +74,361 +22%
JIP
72
Jaffetilchin Investment Partners
Florida
$20M 400,674 -2,171 -0.5%
SFG
73
Sunburst Financial Group
Alabama
$19.8M 397,438 +33,318 +9%
PAM
74
Pegasus Asset Management
New York
$19.7M 395,970 +6,732 +2%
UBS Group
75
UBS Group
Switzerland
$19.1M 384,095 -9,683 -2%
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