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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 %
FSWA
751
Financial Synergies Wealth Advisors
Texas
$261K 5,240 +2 +0%
FIA
752
Foundations Investment Advisors
Arizona
$261K 5,240 +5,240 New
LWM
753
Liberty Wealth Management
California
$261K 5,240 +47 +0.9%
Qube Research & Technologies (QRT)
754
Qube Research & Technologies (QRT)
United Kingdom
$260K 5,224 +4,785 +1,090%
ACP
755
Aveo Capital Partners
Colorado
$260K 5,220 -3,988 -43%
WTC
756
WhitTier Trust Company
Nevada
$255K 5,119 +1 +0%
ONSWM
757
Old North State Wealth Management
North Carolina
$254K 5,093 +20 +0.4%
OIA
758
Optimum Investment Advisors
Illinois
$252K 5,064 – –
BFM
759
Broadview Financial Management
Wisconsin
$248K 4,976 +19 +0.4%
LWM
760
Ledge Wealth Management
Minnesota
$245K 4,912 – –
UB
761
UMB Bank
Missouri
$244K 4,900 – –
FA
762
Fiduciary Alliance
South Carolina
$243K 4,873 -58 -1%
EW
763
Element Wealth
Mississippi
$242K 4,863 +691 +17%
WP
764
WealthShield Partners
North Carolina
$241K 4,837 -97 -2%
VCM
765
Versant Capital Management
Arizona
$239K 4,794 +17 +0.4%
CGPCS
766
Capital Group Private Client Services
California
$239K 4,787 +16 +0.3%
BAWC
767
Boyce & Associates Wealth Consulting
Texas
$238K 4,775 +1 +0%
JPWM
768
Jamison Private Wealth Management
Georgia
$237K 4,746 +4,746 New
CWM
769
Connecticut Wealth Management
Connecticut
$236K 4,729 -226 -5%
AWC
770
Adamsbrown Wealth Consultants
Kansas
$234K 4,700 -586 -11%
CIA
771
Capital Investment Advisors
Georgia
$234K 4,696 +4,696 New
GLLW
772
Graves Light Lenhart Wealth
Virginia
$233K 4,657 – –
PK
773
Pflug Koory
Nebraska
$231K 4,636 -135 -3%
CIP
774
Capital Insight Partners
Arizona
$230K 4,606 – –
PI
775
Pachira Investments
California
$229K 4,598 -56 -1%
29 30
31
32 33