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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,030 hedge funds and large institutions have $8.73B invested in Schwab US Broad Market ETF in 2023 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 411 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,030
Holders Change
+93
Holders Change %
+9.93%
% of All Funds
15.1%
Holding in Top 10
125
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+8.7%
% of All Funds
1.83%
New
145
Increased
411
Reduced
324
Closed
39
Calls
$177M
Puts
$35.4M
Net Calls
+$141M
Net Calls Change
+$11.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$102M
2
MIS
Morningstar Investment Services
Illinois
$79.7M
3
CAG
Compass Advisory Group
New York
$40.7M
4
HighTower Advisors
HighTower Advisors
Illinois
$130M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$32.2M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.27B
2
IAS
IMA Advisory Services
Colorado
$0
3
Betterment LLC
Betterment LLC
New York
$363M
4
SCM
SCS Capital Management
Massachusetts
$225M
5
EW
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
901
BOK Financial
Oklahoma
$137K – – –
TRCT
902
Tower Research Capital (TRC)
New York
$136K -$454K -24,468 -77%
SS
903
Sunbelt Securities
Texas
$128K – – –
PFSC
904
Peoples Financial Services Corp
Pennsylvania
$128K – – –
PP
905
Pacifica Partners
Canada
$126K +$126K +7,080 New
SPIA
906
Steward Partners Investment Advisory
New York
$125K +$45.2K +2,433 +56%
BFO
907
Biltmore Family Office
North Carolina
$125K – – –
RCM
908
Richardson Capital Management
Wisconsin
$124K +$124K +6,699 New
CIAS
909
Capital Investment Advisory Services
North Carolina
$124K -$13.1K -708 -10%
PCFFS
910
Pacific Center for Financial Services
California
$123K +$445 +24 +0.4%
TF
911
Tompkins Financial
New York
$121K – – –
LB
912
Legacy Bridge
Iowa
$114K – – –
CAM
913
Creekmur Asset Management
Illinois
$111K +$111K +5,997 New
HPC
914
HM Payson & Co
Maine
$108K – – –
HPIA
915
Hamilton Point Investment Advisors
North Carolina
$104K +$104K +5,601 New
IRC
916
Investors Research Corp
Georgia
$98.5K – – –
CWC
917
Carolinas Wealth Consulting
North Carolina
$95.2K +$390 +21 +0.4%
PCM
918
Perritt Capital Management
Illinois
$95K +$5.12K +276 +6%
PFBT
919
Parkside Financial Bank & Trust
Missouri
$90.6K +$278 +15 +0.3%
VWM
920
Venturi Wealth Management
Texas
$90.6K – – –
VWM
921
Valley Wealth Managers
New Jersey
$87.4K -$25.8K -1,392 -23%
DWM
922
Dogwood Wealth Management
Kansas
$86.4K +$86.4K +4,656 New
PGAM
923
Princeton Global Asset Management
New Jersey
$82.4K +$111 +6 +0.1%
TSWM
924
Tyler-Stone Wealth Management
Ohio
$81.3K – – –
ME
925
McIlrath & Eck
Washington
$78.5K -$3.45K -186 -4%
35 36
37
38 39