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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 %
BHWM
901
Beaird Harris Wealth Management
Texas
$15.4K 308 +250 +431%
NRG
902
Nemes Rush Group
Michigan
$13.8K 277 – –
RF
903
Robbins Farley
New Hampshire
$12.3K 246 – –
First Manhattan
904
First Manhattan
New York
$11.9K 238 -1,291 -84%
FP
905
Financial Perspectives
Minnesota
$11.7K 234 – –
PCA
906
Providence Capital Advisors
North Carolina
$11.2K 224 – –
KFI
907
Key Financial Inc
Pennsylvania
$10.5K 211 – –
IF
908
Integrity Financial
Wyoming
$10.4K 208 – –
AFS
909
Annapolis Financial Services
Maryland
$10.2K 204 – –
SL
910
Salomon & Ludwin
Virginia
$9.97K 200 +200 New
WT
911
Washington Trust
Rhode Island
$9.37K 188 – –
CSPIA
912
Cary Street Partners Investment Advisory
Virginia
$8.97K 180 +180 New
BSB
913
Bangor Savings Bank
Maine
$8.48K 170 – –
AW
914
Avion Wealth
Texas
$8K 165 – –
NRC
915
New Republic Capital
North Carolina
$7.98K 160 – –
FWM
916
Focused Wealth Management
New York
$7.48K 150 – –
CPG
917
Cornerstone Planning Group
New Jersey
$7.13K 143 +143 New
BAM
918
Bellevue Asset Management
Washington
$6.98K 140 – –
HCP
919
Hexagon Capital Partners
Arkansas
$6.55K 131 +37 +39%
FFL
920
Financial Freedom LLC
Ohio
$6.25K 125 – –
CAM
921
Costello Asset Management
Pennsylvania
$6.23K 125 +5 +4%
MIM
922
Macroview Investment Management
Maryland
$5.63K 113 – –
CMA
923
Cedar Mountain Advisors
Oregon
$5.24K 105 – –
Group One Trading
924
Group One Trading
Illinois
$4.99K 100 -600 -86%
DAM
925
Delta Asset Management
Tennessee
$3.3K 66 – –
35 36
37
38 39