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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 %
EWA
926
Elevate Wealth Advisory
Georgia
$78.3K +$78.3K +4,221 New
WT
927
Whittier Trust
California
$77.8K – – –
MA
928
Montag & Associates
Georgia
$69.2K +$278 +15 +0.4%
HI
929
Hoey Investments
Pennsylvania
$68.2K +$68.2K +3,675 New
GWS
930
Glassman Wealth Services
Virginia
$66.6K – – –
CFGS
931
Concourse Financial Group Securities
Alabama
$66.4K – – –
SIS
932
Strategic Investment Solutions
Illinois
$63.7K -$2.7M -145,338 -98%
ODG
933
O'Dell Group
Ohio
$61.3K +$61.3K +3,306 New
BWM
934
Baystate Wealth Management
Massachusetts
$59.3K +$33.9K +1,827 +134%
HFS
935
Hantz Financial Services
Michigan
$57K +$276 +15 +0.5%
MAM
936
Marquette Asset Management
Minnesota
$55.3K -$6.12K -330 -10%
ACA
937
American Capital Advisory
Idaho
$52.3K +$52.3K +2,820 New
IPW
938
Impact Partnership Wealth
Georgia
$51.8K – – –
CTC
939
Central Trust Company
Missouri
$50.7K – – –
HRC
940
Hoertkorn Richard Charles
$50.1K – – –
AWM
941
Angeles Wealth Management
California
$49.5K +$5.01K +270 +11%
FFA
942
Frazier Financial Advisors
Ohio
$47.8K +$47.8K +2,574 New
ITIM
943
Indiana Trust & Investment Management
Indiana
$46.9K – – –
HWM
944
HighMark Wealth Management
Minnesota
$46.6K +$14.5K +780 +45%
PS
945
Principal Securities
Iowa
$45.9K +$45.9K +2,472 New
LWANC
946
Laurel Wealth Advisors (North Carolina)
North Carolina
$45.2K +$278 +15 +0.6%
HCM
947
Hollencrest Capital Management
California
$44.1K – – –
MCM
948
Manchester Capital Management
Vermont
$44K – – –
SA
949
Scarborough Advisors
Maryland
$43.4K +$43.4K +2,337 New
GGI
950
Godsey & Gibb Inc
Virginia
$42.6K – – –
36 37
38
39 40