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Schwab US Broad Market ETF
SCHB

939 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, 355 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

436% more call options, than puts

Call options by funds: $159M | Put options by funds: $29.7M

8% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 53

4% more repeat investments, than reductions

Existing positions increased: 370 | Existing positions reduced: 355

0% more funds holding in top 10

Funds holding in top 10: 115 → 115 (0)

0.47% less ownership

Funds ownership: 100.76% → 100.3% (-0.47%)

1% less funds holding

Funds holding: 945 → 939 (-6)

3% less capital invested

Capital invested by funds: $7.72B → $7.45B (-$264M)

Holders
939
Holders Change
-6
Holders Change %
-0.63%
% of All Funds
14.9%
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
355
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
+$40.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$17.7M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$16.1M
4
HCM
Hengehold Capital Management
Ohio
+$11.2M
5
EW
Evoke Wealth
California
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
Wealthfront Advisers
Wealthfront Advisers
California
-$40.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.8M
3
Cerity Partners
Cerity Partners
New York
-$12.4M
4
EK
Evensky & Katz
Florida
-$10.8M
5
JWS
Juncture Wealth Strategies
Arizona
-$9.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
801
Fulton Breakefield Broenniman
Maryland
$208K -$5.71K -330 -3%
GD
802
Grandfield & Dodd
New York
$206K +$215K +12,420 New
PP
803
Patten & Patten
Tennessee
$206K – – –
OPWM
804
Oxinas Partners Wealth Management
Indiana
$206K -$7.42K -429 -3%
SM
805
Sensible Money
Arizona
$205K -$26.2K -1,512 -11%
CPRC
806
Consolidated Portfolio Review Corp
New York
$203K -$55.8K -3,222 -21%
TB
807
Treynor Bancshares
Iowa
$203K +$156 +9 +0.1%
AAS
808
Ameritas Advisory Services
Nebraska
$202K +$210K +12,147 New
JWCA
809
J.W. Cole Advisors
Florida
$200K +$209K +12,063 New
CAL
810
Capital Analysts LLC
Pennsylvania
$198K +$675 +39 +0.3%
CCMI
811
Creative Capital Management Investments
California
$196K – – –
MAWA
812
Moss Adams Wealth Advisors
Washington
$194K +$44K +2,541 +28%
MFT
813
Moisand Fitzgerald Tamayo
Florida
$190K -$5.56K -321 -3%
MM
814
Main Management
California
$186K – – –
AIA
815
Armor Investment Advisors
North Carolina
$184K +$260 +15 +0.1%
Comerica Bank
816
Comerica Bank
Texas
$183K +$191K +11,019 New
OCM
817
Osterweis Capital Management
California
$159K – – –
AWM
818
Abound Wealth Management
Tennessee
$153K -$1.92K -111 -1%
Citigroup
819
Citigroup
New York
$153K +$14.3K +825 +10%
GWANC
820
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K +$935 +54 +0.6%
TWP
821
TFO Wealth Partners
Ohio
$138K – – –
SIC
822
SJS Investment Consulting
Ohio
$137K – – –
DFC
823
DB Fitzpatrick & Co
Idaho
$134K -$93K -5,376 -40%
SSB
824
Sandy Spring Bank
Maryland
$131K +$104 +6 +0.1%
CIAS
825
Capital Investment Advisory Services
North Carolina
$122K -$415 -24 -0.3%
31 32
33
34 35

SCHB Hedge Fund Activity: Q3 2023 in Review

939 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q3 2023, worth a combined $7.45B — down 3.4% from $7.72B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new SCHB positions and 53 closed out — a net gain of 4 holders — while 370 added to existing stakes and 355 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $40.5M. The largest seller was Wealthfront Advisers, cutting an estimated $40.9M.

  • 939 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q3 2023, down from 945 in Q2 2023.
  • Funds reported $7.45B of Schwab US Broad Market ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 57 funds opened new Schwab US Broad Market ETF positions in Q3 2023 and 53 closed out, a net change of +4 holders.
  • The largest Schwab US Broad Market ETF buyer in Q3 2023 was HighTower Advisors, an estimated $40.5M added.
  • The largest Schwab US Broad Market ETF seller in Q3 2023 was Wealthfront Advisers, an estimated $40.9M sold.

Based on aggregated 13F filings for Q3 2023.