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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 %
AFG
876
Albion Financial Group
Utah
$25.9K 520 – –
NG
877
NWK Group
California
$25.6K 514 -600 -54%
WPWM
878
Western Pacific Wealth Management
Illinois
$25.6K 513 – –
GWSG
879
GPS Wealth Strategies Group
Colorado
$25.3K 507 +70 +16%
TFM
880
TFC Financial Management
Massachusetts
$25K 502 +1 +0.2%
GWM
881
Geneos Wealth Management
Colorado
$24.8K 497 +2 +0.4%
SIS
882
Sound Income Strategies
Florida
$24.3K 487 +487 New
WWM
883
Wolff Wiese Magana
California
$23.8K 477 +2 +0.4%
BWM
884
Baystate Wealth Management
Massachusetts
$22.8K 456 +2 +0.4%
HGERS
885
Householder Group Estate & Retirement Specialist
Arizona
$22.2K 446 +446 New
CWA
886
Core Wealth Advisors
Florida
$22.2K 445 – –
GFPC
887
Global Financial Private Client
Florida
$22.1K 444 – –
Franklin Resources
888
Franklin Resources
California
$20.9K 420 – –
JFGIW
889
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.8K 418 – –
MCA
890
Maryland Capital Advisors
Maryland
$20.8K 417 – –
BCMLT
891
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.7K 400 – –
JGIA
892
Jackson Grant Investment Advisers
Connecticut
$20.4K 409 +1 +0.2%
CFD
893
Creative Financial Designs
Indiana
$19.9K 400 – –
GI
894
Gradient Investments
Minnesota
$18.6K 374 – –
JMF
895
Johnson Midwest Financial
Iowa
$18.4K 370 – –
BCM
896
Blume Capital Management
California
$18.4K 369 – –
Legacy Financial Group (Iowa)
897
Legacy Financial Group (Iowa)
Iowa
$17.9K 358 +358 New
GWSA
898
Global Wealth Strategies & Associates
Colorado
$17.7K 355 +355 New
AWM
899
Aberdeen Wealth Management
Illinois
$17.4K 350 – –
LC
900
Lindbrook Capital
California
$16.7K 335 +1 +0.3%
34 35
36
37 38