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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 %
LWM
826
Liberty Wealth Management
California
$251K -$41K -2,208 -14%
RA
827
Ruggaard & Associates
Ohio
$251K -$109K -5,850 -30%
Comerica Bank
828
Comerica Bank
Texas
$249K +$44.3K +2,388 +22%
PRI
829
Prepared Retirement Institute
Pennsylvania
$249K +$249K +13,398 New
CIP
830
Capital Insight Partners
Arizona
$245K -$11.1K -600 -4%
AWM
831
Abound Wealth Management
Tennessee
$242K +$71.1K +3,831 +41%
PFP
832
Pinnacle Financial Partners
Tennessee
$242K – – –
QCMNJ
833
Quantum Capital Management (New Jersey)
New Jersey
$240K -$8.74K -471 -4%
CA
834
Clearstead Advisors
Ohio
$239K -$107K -5,781 -31%
MA
835
MONECO Advisors
Connecticut
$237K – – –
ANB
836
Amarillo National Bank
Texas
$236K – – –
HF
837
HRT Financial
New York
$236K +$236K +12,741 New
PI
838
Pachira Investments
California
$236K -$20.2K -1,086 -8%
BW
839
BIP Wealth
Georgia
$236K +$3.68K +198 +2%
FSWA
840
Financial Synergies Wealth Advisors
Texas
$234K -$358 -24 -0.2%
CIA
841
Choate Investment Advisors
Massachusetts
$234K -$286K -15,408 -55%
CST
842
Charles Schwab Trust
Nevada
$233K – – –
LFAS
843
Level Four Advisory Services
Texas
$233K +$233K +12,570 New
VWM
844
Vigilare Wealth Management
Arizona
$233K +$111 +6 +0%
AIM
845
Aurora Investment Managers
Florida
$233K -$56 -3 -0%
FFWA
846
FRG Family Wealth Advisors
Washington
$233K +$56 +3 +0%
EFG
847
Ehrlich Financial Group
California
$231K +$231K +12,474 New
CWS
848
Cypress Wealth Services
California
$231K -$5.29K -285 -2%
GD
849
Grandfield & Dodd
New York
$231K +$167 +9 +0.1%
CE
850
Cornerstone Enterprises
Wisconsin
$231K +$231K +12,426 New
32 33
34
35 36