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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 %
JMF
901
Johnson Midwest Financial
Iowa
$19.1K – – –
BCM
902
Blume Capital Management
California
$19.1K – – –
AWM
903
Aberdeen Wealth Management
Illinois
$18.1K – – –
LC
904
Lindbrook Capital
California
$17.3K +$103 +6 +0.6%
PWM
905
Provident Wealth Management
Tennessee
$17.1K +$52 +3 +0.3%
Citadel Advisors
906
Citadel Advisors
Florida
$14.7K -$4.72M -273,864 -100%
NRG
907
Nemes Rush Group
Michigan
$14.3K +$14.3K +831 New
SWM
908
Sugarloaf Wealth Management
Georgia
$13.5K +$13.5K +783 New
TFP
909
Tilia Fiduciary Partners
North Carolina
$13.3K -$2.69K -156 -17%
RF
910
Robbins Farley
New Hampshire
$12.7K – – –
FP
911
Financial Perspectives
Minnesota
$12.1K – – –
PCA
912
Providence Capital Advisors
North Carolina
$11.6K – – –
KFI
913
Key Financial Inc
Pennsylvania
$10.9K – – –
IF
914
Integrity Financial
Wyoming
$10.8K – – –
AFS
915
Annapolis Financial Services
Maryland
$10.5K – – –
NFSG
916
Newbridge Financial Services Group
Florida
$10.3K – – –
TIM
917
Thompson Investment Management
Wisconsin
$10.3K +$10.3K +600 New
2L
918
25 LLC
Missouri
$9.77K +$9.77K +558 New
WT
919
Washington Trust
Rhode Island
$9.72K – – –
BSB
920
Bangor Savings Bank
Maine
$8.79K – – –
NRC
921
New Republic Capital
North Carolina
$8.27K – – –
AW
922
Avion Wealth
Texas
$8K -$679 -42 -8%
FWM
923
Focused Wealth Management
New York
$7.76K – – –
BAM
924
Bellevue Asset Management
Washington
$7.24K – – –
FFL
925
Financial Freedom LLC
Ohio
$6.46K -$10.9K -633 -63%
35 36
37
38 39