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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 %
WFA
926
Wells Financial Advisors
Massachusetts
$3.19K 64 – –
BBHC
927
Brown Brothers Harriman & Co
New York
$2.99K 60 – –
NC
928
NewSquare Capital
Pennsylvania
$2.92K 59 -714 -92%
TCOV
929
Trust Company of Vermont
Vermont
$2.74K 55 +55 New
AWA
930
Authentikos Wealth Advisory
California
$2.34K 47 +47 New
HWP
931
Hibernia Wealth Partners
Louisiana
$1.4K 28 +28 New
NFSG
932
Newbridge Financial Services Group
Florida
$1.25K 25 -175 -88%
AWM
933
AllSquare Wealth Management
New York
$1.1K 22 – –
RP
934
Rice Partnership
Hawaii
$864 17 +17 New
AIM
935
Arcadia Investment Management
Michigan
$599 12 – –
PP
936
PFS Partners
New Jersey
$519 10 – –
GEA
937
Glen Eagle Advisors
New Jersey
$199 4 – –
CAS
938
Coppell Advisory Solutions
Texas
$179 4 -4,140 -100%
RDFA
939
Ritter Daniher Financial Advisory
Ohio
$100 2 -45 -96%
IA
940
IFS Advisors
Kansas
– – -1 Closed
FGAM
941
Financial Gravity Asset Management
Texas
$30 1 -51 -98%
AT
942
American Trust
Kentucky
– – -115,468 Closed
SHFP
943
Second Half Financial Partners
Florida
– – -111,125 Closed
KM
944
Kalos Management
Georgia
– – -110,184 Closed
MSS
945
Mitchell Sinkler & Starr
Pennsylvania
– – -106,790 Closed
PG
946
Prostatis Group
Maryland
– – -46,833 Closed
FMTC
947
Farmers & Merchants Trust Company
California
– – -30,020 Closed
V
948
Veritable
Delaware
– – -27,115 Closed
LWM
949
Laidlaw Wealth Management
New York
– – -19,481 Closed
SFS
950
Sowell Financial Services
Arkansas
– – -17,219 Closed
36 37
38
39 40