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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.

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
CMAI
4
Capital Management Associates Inc
Minnesota
$30.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$130M

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 Market Value Shares Shares
Change 		Shares
Change %
PAM
76
Pegasus Asset Management
New York
$22.3M 400,763 +4,793 +1%
Cerity Partners
77
Cerity Partners
New York
$22M 394,955 +285,145 +260%
WAG
78
Winthrop Advisory Group
Massachusetts
$21.6M 387,958 +15,021 +4%
GAM
79
Gemmer Asset Management
California
$21.4M 383,592 +40,477 +12%
OAJ
80
Ogorek Anthony Joseph
New York
$20.9M 375,964 +19,326 +5%
UCFA
81
United Capital Financial Advisors
Texas
$20.8M 373,948 -90,781 -20%
BC
82
Bartlett & Co
Ohio
$20.8M 372,024 -54,545 -13%
BCWM
83
Bartlett & Co Wealth Management
Ohio
$20.8M 372,024 -54,545 -13%
SA
84
Strategic Advisors
New York
$20.7M 372,507 +3,053 +0.8%
GB
85
Goepper Burkhardt
South Carolina
$20.7M 353,957 +3,166 +0.9%
AIS
86
American Investment Services
Massachusetts
$20.6M 370,768 -12 -0%
SA
87
Shilanski & Associates
Alaska
$20M 358,930 +42,992 +14%
CCA
88
Cobblestone Capital Advisors
New York
$19.5M 350,674 -12,555 -3%
MWP
89
Meridian Wealth Partners
Pennsylvania
$19.3M 346,540 +1,110 +0.3%
GCA
90
Genesee Capital Advisors
New York
$19M 341,857 +57,809 +20%
AWM
91
Avior Wealth Management
Nebraska
$18.9M 339,656 -1,868 -0.5%
SFP
92
Strategic Financial Planning
Texas
$18.9M 339,229 +24,364 +8%
GA
93
GSG Advisors
New Jersey
$18.3M 334,561 +23,560 +8%
VNA
94
Valley National Advisers
Pennsylvania
$18.1M 325,695 +58,808 +22%
CHJWM
95
Carlton Hofferkamp & Jenks Wealth Management
Texas
$18.1M 320,200 -4,710 -1%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$18M 323,364 +45,393 +16%
NSG
97
Nalls Sherbakoff Group
Tennessee
$17.9M 320,857 +3,129 +1%
UBS Group
98
UBS Group
Switzerland
$17.5M 314,709 -69,386 -18%
GLR
99
Great Lakes Retirement
Ohio
$17.3M 311,389 -3,814 -1%
MFGP
100
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M 303,599 -5,609 -2%
2 3
4
5 6