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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,030 hedge funds and large institutions have $8.73B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

Holders
1,030
Holders Change
+93
Holders Change %
+9.93%
% of All Funds
15.1%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
145
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$102M
2
MIS
2
Morningstar Investment Services
Illinois
$79.7M
3
CAG
3
Compass Advisory Group
New York
$40.7M
4
CMAI
4
Capital Management Associates Inc
Minnesota
$30.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$130M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.27B
2
IAS
2
IMA Advisory Services
Colorado
$0
3
Betterment LLC
3
Betterment LLC
New York
$363M
4
SCM
4
SCS Capital Management
Massachusetts
$225M
5
EW
5
Evoke Wealth
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LFS
51
Legacy Financial Strategies
Kansas
$32.4M 581,452 +9,806 +2%
JPMorgan Chase & Co
52
JPMorgan Chase & Co
New York
$32.2M 578,523 +463,021 +401%
Goldman Sachs
53
Goldman Sachs
New York
$31.7M 569,299 +401,485 +239%
Truist Financial
54
Truist Financial
North Carolina
$31.6M 567,123 -52,072 -8%
WA
55
WBH Advisory
Maryland
$31M 556,907 +14,679 +3%
CMAI
56
Capital Management Associates Inc
Minnesota
$30.6M 840 +840 New
EFG
57
Ethos Financial Group
Pennsylvania
$30.6M 549,763 +86,729 +19%
CFGSD
58
Compass Financial Group (South Dakota)
South Dakota
$30.3M 543,789 +114,531 +27%
BCMO
59
Buckingham Capital Management (Ohio)
Ohio
$29.8M 535,727 +7,237 +1%
LPL Financial
60
LPL Financial
California
$29.4M 528,694 +30,402 +6%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$29.4M 528,604 +21,015 +4%
Wells Fargo
62
Wells Fargo
California
$28.5M 511,997 +41,658 +9%
CIA
63
Cape Investment Advisory
Georgia
$28.1M 505,276 -654 -0.1%
LPT
64
Legacy Private Trust
Wisconsin
$27.2M 489,479 +8,323 +2%
FNC
65
First National Corp
Massachusetts
$26.5M 475,143 -13,241 -3%
Osaic Holdings
66
Osaic Holdings
Arizona
$26.1M 468,751 -65,345 -12%
JIP
67
Jaffetilchin Investment Partners
Florida
$25.9M 465,685 +65,011 +16%
SFC
68
SYM Financial Corp
Indiana
$24.3M 435,695 -107,355 -20%
SFG
69
Sunburst Financial Group
Alabama
$24.1M 432,616 +35,178 +9%
PRS
70
Pinkerton Retirement Specialists
Idaho
$24M 430,244 -135,813 -24%
FSA
71
Financial Services Advisory
Maryland
$23.5M 422,322 +422,322 New
WWM
72
WT Wealth Management
Arizona
$23.3M 417,893 +380 +0.1%
TI
73
Truepoint Inc
Ohio
$22.9M 410,822 -7,353 -2%
FFN
74
Focus Financial Network
Minnesota
$22.8M 410,055 -179,686 -30%
PIMG
75
Patriot Investment Management Group
Tennessee
$22.7M 408,385 -15,761 -4%
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