SCHB icon

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 %
PP
801
Patten & Patten
Tennessee
$206K 4,129 – –
OPWM
802
Oxinas Partners Wealth Management
Indiana
$206K 4,126 -143 -3%
SM
803
Sensible Money
Arizona
$205K 4,109 -504 -11%
CPRC
804
Consolidated Portfolio Review Corp
New York
$203K 4,077 -1,074 -21%
TB
805
Treynor Bancshares
Iowa
$203K 4,071 +3 +0.1%
AAS
806
Ameritas Advisory Services
Nebraska
$202K 4,049 +4,049 New
JWCA
807
J.W. Cole Advisors
Florida
$200K 4,021 +4,021 New
CAL
808
Capital Analysts LLC
Pennsylvania
$198K 3,967 +13 +0.3%
CCMI
809
Creative Capital Management Investments
California
$196K 3,934 – –
MAWA
810
Moss Adams Wealth Advisors
Washington
$194K 3,892 +847 +28%
MFT
811
Moisand Fitzgerald Tamayo
Florida
$190K 3,820 -107 -3%
MM
812
Main Management
California
$186K 3,740 – –
AIA
813
Armor Investment Advisors
North Carolina
$184K 3,685 +5 +0.1%
Comerica Bank
814
Comerica Bank
Texas
$183K 3,673 +3,673 New
OCM
815
Osterweis Capital Management
California
– – – –
AWM
816
Abound Wealth Management
Tennessee
$153K 3,079 -37 -1%
Citigroup
817
Citigroup
New York
$153K 3,062 +275 +10%
GWANC
818
Guardian Wealth Advisors (North Carolina)
North Carolina
$145K 2,914 +18 +0.6%
TWP
819
TFO Wealth Partners
Ohio
$138K 2,672 – –
SIC
820
SJS Investment Consulting
Ohio
$137K 2,755 – –
DFC
821
DB Fitzpatrick & Co
Idaho
$134K 2,685 -1,792 -40%
SSB
822
Sandy Spring Bank
Maryland
$131K 2,632 +2 +0.1%
CIAS
823
Capital Investment Advisory Services
North Carolina
$122K 2,455 -8 -0.3%
BF
824
BOK Financial
Oklahoma
$119K 2,463 – –
CG
825
Cutler Group
California
$119K 2,400 +2,400 New
31 32
33
34 35