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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 %
AWA
976
Arkadios Wealth Advisors
Georgia
– – -3,916 Closed
RP
977
Riverwater Partners
Wisconsin
– – -3,872 Closed
SF
978
Safeguard Financial
Wisconsin
– – -1,715 Closed
ODG
979
O'Dell Group
Ohio
– – -1,102 Closed
WP
980
WealthPLAN Partners
Nebraska
– – -903 Closed
RI
981
Ridgewood Investments
New Jersey
– – -604 Closed
PWM
982
Provident Wealth Management
Tennessee
– – -331 Closed
Citadel Advisors
983
Citadel Advisors
Florida
– – -285 Closed
SWM
984
Sugarloaf Wealth Management
Georgia
– – -261 Closed
TFP
985
Tilia Fiduciary Partners
North Carolina
– – -258 Closed
TIM
986
Thompson Investment Management
Wisconsin
– – -200 Closed
2L
987
25 LLC
Missouri
– – -186 Closed
IGWM
988
ICA Group Wealth Management
Colorado
– – -120 Closed
AWM
989
Activest Wealth Management
Florida
– – -84 Closed
TFA
990
Toth Financial Advisory
Virginia
– – -57 Closed
PTC
991
Private Trust Company
Ohio
– – -29 Closed
BNP Paribas Financial Markets
992
BNP Paribas Financial Markets
France
– – -20 Closed
AP
993
Arlington Partners
Alabama
– – -6 Closed
Simplex Trading
994
Simplex Trading
Illinois
– – – –
Twin Tree Management
995
Twin Tree Management
Texas
– – – –
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