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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 %
GBWM
776
Granite Bay Wealth Management
New Hampshire
$229K 4,410 +4,410 New
HWA
777
Heritage Wealth Advisors
Virginia
$229K 4,585 – –
CCP
778
Clarkston Capital Partners
Michigan
$228K 4,575 -192 -4%
CFA
779
Cahill Financial Advisors
Minnesota
$228K 4,569 +11 +0.2%
CWM
780
C2C Wealth Management
Arizona
$228K 4,598 +2 +0%
BC
781
Brio Consultants
California
$227K 4,544 +4,544 New
PSCM
782
Per Stirling Capital Management
Texas
$225K 4,513 -266 -6%
TFA
783
Triad Financial Advisors
North Carolina
$225K 4,510 – –
QCMNJ
784
Quantum Capital Management (New Jersey)
New Jersey
$223K 4,470 -311 -7%
PPW
785
Parcion Private Wealth
Washington
$221K 4,443 +4,443 New
PMFA
786
Plante Moran Financial Advisors
Michigan
$221K 4,434 – –
PFP
787
Pinnacle Financial Partners
Tennessee
$217K 4,350 – –
CAP
788
Columbia Advisory Partners
Washington
$216K 4,334 -245 -5%
BTI
789
Blue Trust Inc
Georgia
$215K 4,158 -2,302 -36%
MA
790
MONECO Advisors
Connecticut
$213K 4,266 – –
LF
791
LifeSteps Financial
California
$212K 4,263 +75 +2%
CWS
792
Cypress Wealth Services
California
$212K 4,246 +69 +2%
ANB
793
Amarillo National Bank
Texas
$212K 4,244 – –
AIM
794
Aurora Investment Managers
Florida
$209K 4,187 – –
CST
795
Charles Schwab Trust
Nevada
$209K 4,190 +4,190 New
VWM
796
Vigilare Wealth Management
Arizona
$209K 4,186 -71 -2%
FFWA
797
FRG Family Wealth Advisors
Washington
$209K 4,183 +1 +0%
BW
798
BIP Wealth
Georgia
$208K 4,167 +4,167 New
FBB
799
Fulton Breakefield Broenniman
Maryland
$208K 4,165 -110 -3%
GD
800
Grandfield & Dodd
New York
$206K 4,140 +4,140 New
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