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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 %
RAG
726
RIA Advisory Group
Iowa
$284K 5,687 +579 +11%
AMM
727
American Money Management
California
$282K 5,650 – –
JC
728
Jacobs & Co
California
$281K 5,643 -1 -0%
KA
729
Klingman & Associates
New York
$280K 5,610 – –
AWM
730
Apollon Wealth Management
South Carolina
$278K 5,586 -845 -13%
GLA
731
Good Life Advisors
Pennsylvania
$278K 5,573 +20 +0.4%
TP
732
Tranquility Partners
Tennessee
$278K 5,573 +584 +12%
MIM
733
Moseley Investment Management
Florida
$277K 5,552 – –
AAS
734
Avantax Advisory Services
Texas
$277K 5,550 +622 +13%
RFC
735
Regions Financial Corp
Alabama
$276K 5,543 – –
YAL
736
Your Advocates Ltd
Texas
$275K 5,510 +21 +0.4%
SRC
737
Sage Rhino Capital
California
$274K 5,499 +17 +0.3%
RWG
738
Ratio Wealth Group
Colorado
$270K 5,425 – –
LFG
739
Larson Financial Group
Missouri
$270K 5,415 +1,245 +30%
CWA
740
Carolina Wealth Advisors
South Carolina
$268K 5,373 +635 +13%
CPSAC
741
Chas P. Smith & Associates (CPS)
Florida
$267K 5,350 +5,350 New
WCM
742
WealthBridge Capital Management
Ohio
$266K 5,342 -1,996 -27%
WFAG
743
Wescott Financial Advisory Group
Pennsylvania
$266K 5,333 +10 +0.2%
BFA
744
Bill Few Associates
Pennsylvania
$265K 5,324 – –
BWA
745
Bordeaux Wealth Advisors
California
$264K 5,289 – –
FCIM
746
Fairview Capital Investment Management
California
$264K 5,288 – –
EWM
747
Executive Wealth Management
Michigan
$263K 5,282 +5,282 New
LOIP
748
Live Oak Investment Partners
Texas
– – – –
PP
749
PDS Planning
Ohio
$263K 5,274 +456 +9%
AFA
750
American Financial Advisors
Georgia
$262K 5,246 +223 +4%
28 29
30
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