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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 %
MAM
851
Marquette Asset Management
Minnesota
$55K 1,103 +32 +3%
NIC
852
Northwest Investment Counselors
Oregon
$52K 1,042 – –
HFS
853
Hantz Financial Services
Michigan
$51K 1,027 +4 +0.4%
IPW
854
Impact Partnership Wealth
Georgia
$46.4K 930 +930 New
JFA
855
JNBA Financial Advisors
Minnesota
$45.7K 916 – –
OCM
856
Orion Capital Management
California
$45.7K 916 +916 New
CTC
857
Central Trust Company
Missouri
$45.4K 910 – –
HRC
858
Hoertkorn Richard Charles
$44.9K 900 – –
ITIM
859
Indiana Trust & Investment Management
Indiana
$42K 842 +842 New
LWANC
860
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.2K 807 -1,248 -61%
AWM
861
Angeles Wealth Management
California
$39.9K 800 – –
HCM
862
Hollencrest Capital Management
California
$39.5K 792 – –
MCM
863
Manchester Capital Management
Vermont
$39.4K 791 +44 +6%
GGI
864
Godsey & Gibb Inc
Virginia
$38.1K 764 -12 -2%
RIA
865
Realta Investment Advisors
Delaware
$37.4K 724 – –
LF
866
Lee Financial
Texas
$34.8K 699 +699 New
FHA
867
First Horizon Advisors
Tennessee
$33.3K 668 +33 +5%
RWM
868
Ruedi Wealth Management
Illinois
$32.6K 654 – –
HWM
869
HighMark Wealth Management
Minnesota
$28.8K 578 +2 +0.3%
EA
870
Evolution Advisers
Virginia
$28K 565 +118 +26%
EWA
871
EverSource Wealth Advisors
Alabama
$27.8K 558 -2,864 -84%
MWA
872
Moser Wealth Advisors
Washington
$27.1K 544 +1 +0.2%
MFA
873
McClarren Financial Advisors
Pennsylvania
$27K 547 +2 +0.4%
OFG
874
Oxford Financial Group
Indiana
$26.2K 525 – –
RDIA
875
RE Dickinson Investment Advisors
Iowa
$26K 526 +20 +4%
33 34
35
36 37