SCHB icon

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 %
TP
801
Tranquility Partners
Tennessee
$273K -$36.8K -1,983 -12%
LWM
802
Ledge Wealth Management
Minnesota
$273K – – –
UB
803
UMB Bank
Missouri
$273K – – –
CIA
804
Capital Investment Advisors
Georgia
$272K +$10.7K +576 +4%
WP
805
WealthShield Partners
North Carolina
$269K – – –
VCM
806
Versant Capital Management
Arizona
$268K +$1.06K +57 +0.4%
BAWC
807
Boyce & Associates Wealth Consulting
Texas
$266K +$111 +6 +0%
FA
808
Fiduciary Alliance
South Carolina
$266K -$5.73K -309 -2%
CGPCS
809
Capital Group Private Client Services
California
$265K -$1.73K -93 -0.6%
JPWM
810
Jamison Private Wealth Management
Georgia
$263K -$891 -48 -0.3%
AWC
811
Adamsbrown Wealth Consultants
Kansas
$263K +$1.06K +57 +0.4%
MSWMA
812
Market Street Wealth Management Advisors
Indiana
$261K +$261K +14,052 New
ACM
813
Advisors Capital Management
New Jersey
$260K +$260K +14,019 New
GLLW
814
Graves Light Lenhart Wealth
Virginia
$259K – – –
CWM
815
Connecticut Wealth Management
Connecticut
$259K -$4.29K -231 -2%
IFA
816
Index Fund Advisors
California
$259K +$259K +13,941 New
PK
817
Pflug Koory
Nebraska
$258K – – –
FFA
818
Fragasso Financial Advisors
Pennsylvania
$258K +$258K +13,887 New
PCM
819
Pennsylvania Capital Management
Pennsylvania
$257K +$257K +13,836 New
LFG
820
Larson Financial Group
Missouri
$256K -$45K -2,427 -15%
CFA
821
Cahill Financial Advisors
Minnesota
$255K +$835 +45 +0.3%
NW
822
NewEdge Wealth
Pennsylvania
$253K +$253K +13,620 New
AAS
823
Ameritas Advisory Services
Nebraska
$252K +$26K +1,392 +11%
VFA
824
Valeo Financial Advisors
Indiana
$252K -$262K -14,097 -51%
PSCM
825
Per Stirling Capital Management
Texas
$251K – – –
31 32
33
34 35