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

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.27B
2
IAS
2
IMA Advisory Services
Colorado
$0
3
Betterment LLC
3
Betterment LLC
New York
$363M
4
SCM
4
SCS Capital Management
Massachusetts
$225M
5
EW
5
Evoke Wealth
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
B
951
Birchbrook
Maine
$42K +$42K +2,265 New
EA
952
Evolution Advisers
Virginia
$42K +$10.6K +573 +34%
BL
953
BFSG LLC
California
$41.3K +$41.3K +2,226 New
JFGIW
954
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K +$17.8K +957 +76%
BWM
955
BKM Wealth Management
Wisconsin
$40.6K +$40.6K +2,190 New
CP
956
Castleview Partners
Texas
$39.8K +$39.8K +2,145 New
FHA
957
First Horizon Advisors
Tennessee
$37.4K +$167 +9 +0.4%
RWM
958
Ruedi Wealth Management
Illinois
$36.4K – – –
SIS
959
Sound Income Strategies
Florida
$35.2K +$8.07K +435 +30%
CFD
960
Creative Financial Designs
Indiana
$34.6K +$12.3K +663 +55%
EWA
961
EverSource Wealth Advisors
Alabama
$34.2K +$3.12K +168 +10%
GWM
962
Geneos Wealth Management
Colorado
$31.1K +$3.4K +183 +12%
MFA
963
McClarren Financial Advisors
Pennsylvania
$31K +$169 +9 +0.5%
RDIA
964
RE Dickinson Investment Advisors
Iowa
$31K +$1.35K +72 +5%
MWA
965
Moser Wealth Advisors
Washington
$30.4K +$111 +6 +0.4%
OFG
966
Oxford Financial Group
Indiana
$29.2K – – –
WPWM
967
Western Pacific Wealth Management
Illinois
$28.7K +$111 +6 +0.4%
NG
968
NWK Group
California
$28.6K – – –
GWSG
969
GPS Wealth Strategies Group
Colorado
$28.2K – – –
TFM
970
TFC Financial Management
Massachusetts
$28K +$56 +3 +0.2%
CWA
971
Core Wealth Advisors
Florida
$24.8K – – –
GFPC
972
Global Financial Private Client
Florida
$24.7K – – –
HGERS
973
Householder Group Estate & Retirement Specialist
Arizona
$24K – – –
Simplex Trading
974
Simplex Trading
Illinois
$24K +$24K +1,329 New
AFG
975
Albion Financial Group
Utah
$23.4K -$5.57K -300 -19%
37 38
39
40 41