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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
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 %
Franklin Resources
976
Franklin Resources
California
$23.4K – – –
MCA
977
Maryland Capital Advisors
Maryland
$23.2K – – –
JGIA
978
Jackson Grant Investment Advisers
Connecticut
$22.9K +$111 +6 +0.5%
AFS
979
Annapolis Financial Services
Maryland
$21.9K +$10.5K +567 +93%
WAG
980
Wiser Advisor Group
Arizona
$21.6K +$21.6K +1,164 New
GI
981
Gradient Investments
Minnesota
$21.4K +$557 +30 +3%
BCM
982
Blume Capital Management
California
$20.6K +$56 +3 +0.3%
JFA
983
JNBA Financial Advisors
Minnesota
$20.3K -$30.7K -1,656 -60%
BCMLT
984
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.9K – – –
GWSA
985
Global Wealth Strategies & Associates
Colorado
$19.8K – – –
AWM
986
Aberdeen Wealth Management
Illinois
$19.5K – – –
NECFA
987
New England Capital Financial Advisors
Connecticut
$19K +$19K +1,026 New
LC
988
Lindbrook Capital
California
$18.7K +$56 +3 +0.3%
BMC
989
Bear Mountain Capital
Washington
$17.8K +$17.8K +966 New
BHWM
990
Beaird Harris Wealth Management
Texas
$17.1K – – –
AssetMark Inc
991
AssetMark Inc
California
$15.9K -$47K -2,535 -75%
NRG
992
Nemes Rush Group
Michigan
$15.4K – – –
VL
993
Vima LLC
Michigan
$14.5K +$14.5K +780 New
RF
994
Robbins Farley
New Hampshire
$13.7K – – –
First Manhattan
995
First Manhattan
New York
$13.2K -$1.56K -75 -11%
FP
996
Financial Perspectives
Minnesota
$13.1K +$56 +3 +0.4%
T
997
Tidemark
California
$12.1K +$12.1K +651 New
KFI
998
Key Financial Inc
Pennsylvania
$11.7K – – –
IF
999
Integrity Financial
Wyoming
$11.6K – – –
MSWM
1000
McGlone Suttner Wealth Management
Wisconsin
$11.5K +$11.5K +618 New
38 39
40
41 42