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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 %
WAG
76
Winthrop Advisory Group
Massachusetts
$18.6M 372,937 +6,966 +2%
AIS
77
American Investment Services
Massachusetts
$18.5M 370,780 +3,901 +1%
SA
78
Strategic Advisors
New York
$18.4M 369,454 +7,706 +2%
CCA
79
Cobblestone Capital Advisors
New York
$18.1M 363,229 -8,388 -2%
OAJ
80
Ogorek Anthony Joseph
New York
$17.8M 356,638 +13,653 +4%
GB
81
Goepper Burkhardt
South Carolina
$17.5M 350,791 -1,766 -0.5%
MWP
82
Meridian Wealth Partners
Pennsylvania
$17.2M 345,430 +14,154 +4%
AWM
83
AE Wealth Management
Kansas
$17.2M 344,801 -119,988 -26%
GAM
84
Gemmer Asset Management
California
$17.1M 343,115 +6,969 +2%
AWM
85
Avior Wealth Management
Nebraska
$17M 341,524 +1,817 +0.5%
NSG
86
Nalls Sherbakoff Group
Tennessee
$15.8M 317,728 -245 -0.1%
SA
87
Shilanski & Associates
Alaska
$15.7M 315,938 +26,425 +9%
CHJWM
88
Carlton Hofferkamp & Jenks Wealth Management
Texas
$15.7M 324,910 +11,388 +4%
GLR
89
Great Lakes Retirement
Ohio
$15.7M 315,203 -3,677 -1%
SFP
90
Strategic Financial Planning
Texas
$15.7M 314,865 -4,027 -1%
GA
91
GSG Advisors
New Jersey
$15.5M 311,001 +311,001 New
MFGP
92
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.4M 309,208 -1,775 -0.6%
CCA
93
Column Capital Advisors
Indiana
$15.1M 302,882 +14,409 +5%
MAS
94
Madden Advisory Services
Florida
$14.7M 295,396 -44,303 -13%
GCA
95
Genesee Capital Advisors
New York
$14.2M 284,048 +10,477 +4%
GVAG
96
Great Valley Advisor Group
Delaware
$14M 280,530 +7,334 +3%
IAS
97
IMA Advisory Services
Colorado
$13.9M 279,757 -2,554 -0.9%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$13.9M 277,971 -21,456 -7%
RBC
99
Roble Belko & Company
Pennsylvania
$13.8M 276,880 -6,195 -2%
TW
100
TrinityPoint Wealth
Connecticut
$13.6M 272,631 +1,353 +0.5%
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4
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