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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 %
SS
826
Sunbelt Securities
Texas
$115K 2,306 – –
PFSC
827
Peoples Financial Services Corp
Pennsylvania
$115K 2,300 – –
BFO
828
Biltmore Family Office
North Carolina
$112K 2,250 +2,250 New
PCFFS
829
Pacific Center for Financial Services
California
$110K 2,200 +15 +0.7%
TF
830
Tompkins Financial
New York
$109K 2,178 – –
LB
831
Legacy Bridge
Iowa
$102K 2,050 – –
VWM
832
Valley Wealth Managers
New Jersey
$101K 2,034 +2,034 New
SWA
833
Sutton Wealth Advisors
Florida
$101K 2,021 +3 +0.1%
HPC
834
HM Payson & Co
Maine
$96.8K 1,941 – –
Bessemer Group
835
Bessemer Group
New Jersey
$91K 1,827 +698 +62%
IRC
836
Investors Research Corp
Georgia
$88.2K 1,770 – –
CWC
837
Carolinas Wealth Consulting
North Carolina
$82.6K 1,703 +57 +3%
VWM
838
Venturi Wealth Management
Texas
$81.1K 1,627 – –
PFBT
839
Parkside Financial Bank & Trust
Missouri
$80.9K 1,623 +5 +0.3%
PCM
840
Perritt Capital Management
Illinois
$80.5K 1,614 -225 -12%
PGAM
841
Princeton Global Asset Management
New Jersey
$73.7K 1,478 +1 +0.1%
ME
842
McIlrath & Eck
Washington
$73.4K 1,472 – –
TSWM
843
Tyler-Stone Wealth Management
Ohio
$73K 1,460 – –
SPIA
844
Steward Partners Investment Advisory
New York
$71.8K 1,440 -1,132 -44%
WT
845
Whittier Trust
California
$69.6K 1,397 – –
MA
846
Montag & Associates
Georgia
$61.7K 1,238 +5 +0.4%
CWM
847
Cedar Wealth Management
California
$59.8K 1,200 – –
GWS
848
Glassman Wealth Services
Virginia
$59.6K 1,196 – –
CFGS
849
Concourse Financial Group Securities
Alabama
$59.4K 1,192 – –
AssetMark Inc
850
AssetMark Inc
California
$56.4K 1,131 +120 +12%
32 33
34
35 36