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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.

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
1
Rebalance
California
$185M
2
SC
2
Savant Capital
Illinois
$30.7M
3
HCM
3
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.6M
5
MBFW
5
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$24M
3
Betterment LLC
3
Betterment LLC
New York
$357M
4
EK
4
Evensky & Katz
Florida
$195M
5
SCM
5
SCS Capital Management
Massachusetts
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
WAG
76
Winthrop Advisory Group
Massachusetts
$18.9M 1,097,913 +25,275 +2%
SFG
77
Sunburst Financial Group
Alabama
$18.8M 1,092,360 -9,540 -0.9%
SA
78
Strategic Advisors
New York
$18.7M 1,085,244 -186,840 -15%
CFGSD
79
Compass Financial Group (South Dakota)
South Dakota
$18.3M 1,063,173 +289,317 +37%
EFG
80
Ethos Financial Group
Pennsylvania
$18.3M 1,148,172 – –
GB
81
Goepper Burkhardt
South Carolina
$18.2M 1,057,671 +2,106 +0.2%
Cerity Partners
82
Cerity Partners
New York
$18M 1,044,963 +40,125 +4%
WWM
83
WT Wealth Management
Arizona
$17.7M 1,029,456 +268,665 +35%
OAJ
84
Ogorek Anthony Joseph
New York
$17.7M 1,028,955 +118,371 +13%
AWM
85
Avior Wealth Management
Nebraska
$17.6M 1,019,121 +1,305 +0.1%
MAS
86
Madden Advisory Services
Florida
$17.6M 1,019,097 -25,536 -2%
GAM
87
Gemmer Asset Management
California
$17.4M 1,008,438 -11,601 -1%
MWP
88
Meridian Wealth Partners
Pennsylvania
$17.1M 993,828 +47,973 +5%
TW
89
Transform Wealth
Colorado
$17M 987,519 -1,587 -0.2%
SFP
90
Strategic Financial Planning
Texas
$16.5M 956,676 -20,043 -2%
GLR
91
Great Lakes Retirement
Ohio
$16.5M 956,640 -13,002 -1%
CHJWM
92
Carlton Hofferkamp & Jenks Wealth Management
Texas
$16.4M 940,566 +2,919 +0.3%
MFGP
93
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.1M 932,949 -5,103 -0.5%
Cambridge Investment Research Advisors
94
Cambridge Investment Research Advisors
Iowa
$15.5M 898,281 +35,892 +4%
NSG
95
Nalls Sherbakoff Group
Tennessee
$15.5M 953,919 +34,338 +4%
SA
96
Shilanski & Associates
Alaska
$15M 868,539 +36,036 +4%
CCA
97
Column Capital Advisors
Indiana
$14.9M 865,419 +54 +0%
RBC
98
Roble Belko & Company
Pennsylvania
$14.6M 849,225 -154,809 -15%
IAS
99
IMA Advisory Services
Colorado
$14.6M 846,933 +13,188 +2%
OIA
100
OneDigital Investment Advisors
Kansas
$14.3M 830,253 -74,049 -8%
2 3
4
5 6