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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,031 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 146 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,031
Holders Change
+94
Holders Change %
+10.03%
% of All Funds
15.11%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
146
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$53.6M
2
MIS
Morningstar Investment Services
Illinois
+$42.5M
3
CAG
Compass Advisory Group
New York
+$32.3M
4
HighTower Advisors
HighTower Advisors
Illinois
+$28.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$25.8M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$45.5M
2
IAS
IMA Advisory Services
Colorado
-$13.9M
3
Betterment LLC
Betterment LLC
New York
-$12.1M
4
SCM
SCS Capital Management
Massachusetts
-$11.1M
5
EW
Evoke Wealth
California
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
726
Appleton Partners
Massachusetts
$384K -$31.2K -1,683 -8%
Millennium Management
727
Millennium Management
New York
$383K -$434K -23,373 -53%
IC
728
IEQ Capital
California
$382K +$21K +1,134 +6%
Vanguard Group
729
Vanguard Group
Pennsylvania
$382K +$382K +20,598 New
AFG
730
ABLE Financial Group
Arizona
$382K – – –
RVPG
731
Relative Value Partners Group
$381K +$111 +6 +0%
SEM
732
Strategic Equity Management
Arizona
$379K -$2.45M -132,249 -87%
RPA
733
Rock Point Advisors
Vermont
$378K – – –
BFM
734
Boston Financial Management
Massachusetts
$377K +$1.61K +87 +0.4%
PIA
735
Pinion Investment Advisors
Kansas
$377K +$5.4K +291 +1%
LAIC
736
Lederer & Associates Investment Counsel
California
$371K – – –
MFC
737
Morris Financial Concepts
South Carolina
$370K -$1.5K -81 -0.4%
AC
738
Apella Capital
Connecticut
$366K +$18K +987 +5%
PL
739
Plancorp LLC
Missouri
$361K -$1.34K -72 -0.4%
ECM
740
Evergreen Capital Management
Washington
$359K – – –
OC
741
Oarsman Capital
Wisconsin
$358K +$358K +19,317 New
MPCL
742
My Personal CFO LLC
Washington
$356K +$356K +19,164 New
PB
743
Pinnacle Bancorp
Nebraska
$348K – – –
TIA
744
Tiemann Investment Advisors
California
$348K – – –
TBWA
745
Three Bridge Wealth Advisors
California
$347K +$334 +18 +0.1%
GM
746
GeoWealth Management
Illinois
$345K +$345K +18,600 New
PSF
747
Pacific Sun Financial
California
$343K – – –
HR
748
Hardy Reed
Mississippi
$337K -$1.08M -58,362 -76%
WPIC
749
White Pine Investment Company
Michigan
$336K -$199K -10,722 -37%
MWA
750
Monograph Wealth Advisors
California
$335K – – –
28 29
30
31 32