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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

1
R
Rebalance
California
+$31.1M
2
SC
Savant Capital
Illinois
+$17.9M
3
HCM
Hengehold Capital Management
Ohio
+$17.8M
4
Stifel Financial
Stifel Financial
Missouri
+$9.64M
5
MBFW
Morton Brown Family Wealth
Pennsylvania
+$6.43M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$76.4M
2
AWM
AE Wealth Management
Kansas
-$15.9M
3
Betterment LLC
Betterment LLC
New York
-$11.1M
4
EK
Evensky & Katz
Florida
-$7.87M
5
SCM
SCS Capital Management
Massachusetts
-$7.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
826
BOK Financial
Oklahoma
$127K -$24.9K -1,443 -16%
CIAS
827
Capital Investment Advisory Services
North Carolina
$127K -$32.6K -1,893 -20%
SS
828
Sunbelt Securities
Texas
$119K +$7.76K +450 +7%
PFSC
829
Peoples Financial Services Corp
Pennsylvania
$119K – – –
PCFFS
830
Pacific Center for Financial Services
California
$113K +$362 +21 +0.3%
TF
831
Tompkins Financial
New York
$113K – – –
LWANC
832
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K +$66.4K +3,852 +167%
LB
833
Legacy Bridge
Iowa
$106K – – –
SWA
834
Sutton Wealth Advisors
Florida
$104K +$155 +9 +0.1%
HPC
835
HM Payson & Co
Maine
$100K – – –
PCM
836
Perritt Capital Management
Illinois
$95.1K +$9.67K +561 +11%
IRC
837
Investors Research Corp
Georgia
$91.5K -$80.8K -4,689 -47%
SF
838
Safeguard Financial
Wisconsin
$88K +$88K +5,145 New
BWM
839
BerganKDV Wealth Management
Minnesota
$87.1K -$6.67K -387 -7%
CWC
840
Carolinas Wealth Consulting
North Carolina
$85.1K +$7.86K +456 +10%
VWM
841
Venturi Wealth Management
Texas
$84.1K – – –
PFBT
842
Parkside Financial Bank & Trust
Missouri
$83.7K +$207 +12 +0.2%
First Manhattan
843
First Manhattan
New York
$79K +$362 +21 +0.5%
PGAM
844
Princeton Global Asset Management
New Jersey
$76.4K +$52 +3 +0.1%
ME
845
McIlrath & Eck
Washington
$76.1K – – –
TSWM
846
Tyler-Stone Wealth Management
Ohio
$75K +$75K +4,380 New
WT
847
Whittier Trust
California
$72.2K – – –
MA
848
Montag & Associates
Georgia
$63.7K +$258 +15 +0.4%
CWM
849
Cedar Wealth Management
California
$62K – – –
GWS
850
Glassman Wealth Services
Virginia
$61.8K – – –
32 33
34
35 36