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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 %
LW
951
Linscomb Wealth
Texas
– -$329K -20,649 Closed
WPC
952
Wedmont Private Capital
Pennsylvania
– -$326K -20,472 Closed
AWM
953
Arista Wealth Management
Nevada
– -$282K -17,682 Closed
PWA
954
Providence Wealth Advisors
Illinois
– -$259K -16,125 Closed
APA
955
Astoria Portfolio Advisors
New York
– -$256K -16,107 Closed
V
956
ViaWealth
Kansas
– -$256K -16,068 Closed
BFO
957
Biltmore Family Office
North Carolina
– -$217K -13,629 Closed
OC
958
Oppenheimer & Co
New York
– -$207K -12,960 Closed
AAS
959
Ameritas Advisory Services
Nebraska
– -$205K -12,777 Closed
Simplex Trading
960
Simplex Trading
Illinois
– -$55K -3,477 Closed
MAWCM
961
Mine & Arao Wealth Creation & Management
California
– -$51.9K -3,252 Closed
MCM
962
MV Capital Management
Maryland
– -$50.4K -3,162 Closed
FA
963
Fortis Advisors
Pennsylvania
– -$47.9K -3,006 Closed
TWA
964
TCI Wealth Advisors
Arizona
– -$36.1K -2,262 Closed
CP
965
Castleview Partners
Texas
– -$33.8K -2,118 Closed
TVWM
966
Tower View Wealth Management
Wisconsin
– -$27K -1,710 Closed
SC
967
Schubert & Co
Texas
– -$16.4K -1,026 Closed
CWP
968
Concord Wealth Partners
Virginia
– -$15.5K -972 Closed
GA
969
GoalVest Advisory
New York
– -$14K -876 Closed
LF
970
Lee Financial
Texas
– -$10.9K -684 Closed
GFWA
971
Grey Fox Wealth Advisors
Delaware
– -$6.44K -405 Closed
GWSA
972
Global Wealth Strategies & Associates
Colorado
– -$3.35K -210 Closed
BWA
973
BDO Wealth Advisors
Florida
– -$2.87K -180 Closed
OLVIG
974
Oliver Lagore Vanvalin Investment Group
Michigan
– -$766 -48 Closed
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