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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
$185M
2
SC
Savant Capital
Illinois
$30.7M
3
HCM
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
Stifel Financial
Missouri
$10.6M
5
MBFW
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.26B
2
AWM
AE Wealth Management
Kansas
$24M
3
Betterment LLC
Betterment LLC
New York
$357M
4
EK
Evensky & Katz
Florida
$195M
5
SCM
SCS Capital Management
Massachusetts
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
RI
876
Ridgewood Investments
New Jersey
$31.2K – – –
FCAG
877
First Capital Advisors Group
New Jersey
$30.9K – – –
HWM
878
HighMark Wealth Management
Minnesota
$29.8K +$103 +6 +0.3%
MWA
879
Moser Wealth Advisors
Washington
$28.1K +$28.1K +1,629 New
MFA
880
McClarren Financial Advisors
Pennsylvania
$28K -$2.52K -147 -8%
OFG
881
Oxford Financial Group
Indiana
$27.1K – – –
AFG
882
Albion Financial Group
Utah
$26.9K – – –
WPWM
883
Western Pacific Wealth Management
Illinois
$26.5K – – –
RDIA
884
RE Dickinson Investment Advisors
Iowa
$26K +$2.06K +120 +9%
TFM
885
TFC Financial Management
Massachusetts
$25.9K +$52 +3 +0.2%
GWM
886
Geneos Wealth Management
Colorado
$25.6K +$52 +3 +0.2%
WWM
887
Wolff Wiese Magana
California
$24.6K +$103 +6 +0.4%
BWM
888
Baystate Wealth Management
Massachusetts
$23.5K +$23.5K +1,362 New
Qube Research & Technologies (QRT)
889
Qube Research & Technologies (QRT)
United Kingdom
$23K -$182K -10,386 -89%
CWA
890
Core Wealth Advisors
Florida
$23K – – –
GFPC
891
Global Financial Private Client
Florida
$23K +$22.9K +1,326 +22,100%
EA
892
Evolution Advisers
Virginia
$23K +$4.99K +291 +28%
GWSG
893
GPS Wealth Strategies Group
Colorado
$22.6K +$1.91K +111 +9%
Franklin Resources
894
Franklin Resources
California
$21.7K – – –
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21.6K – – –
MCA
896
Maryland Capital Advisors
Maryland
$21.6K – – –
JGIA
897
Jackson Grant Investment Advisers
Connecticut
$21.1K +$103 +6 +0.5%
CFD
898
Creative Financial Designs
Indiana
$20.7K – – –
BCMLT
899
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.7K – – –
GI
900
Gradient Investments
Minnesota
$19.3K – – –
34 35
36
37 38