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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 %
WT
1001
Washington Trust
Rhode Island
$10.5K – – –
AA
1002
Addison Advisors
Vermont
$10.1K +$10.1K +546 New
SL
1003
Salomon & Ludwin
Virginia
$9.97K – – –
BSB
1004
Bangor Savings Bank
Maine
$9.46K – – –
LPP
1005
Life Planning Partners
Florida
$9.46K +$9.46K +510 New
AW
1006
Avion Wealth
Texas
$9K +$54 +3 +0.6%
NRC
1007
New Republic Capital
North Carolina
$8.91K – – –
SMA
1008
Sage Mountain Advisors
Georgia
$8.85K -$1.47M -79,239 -99%
FWM
1009
Focused Wealth Management
New York
$8.35K – – –
CPG
1010
Cornerstone Planning Group
New Jersey
$7.96K – – –
BAM
1011
Bellevue Asset Management
Washington
$7.79K – – –
OP
1012
ORG Partners
Indiana
$7.46K +$7.46K +402 New
CAM
1013
Costello Asset Management
Pennsylvania
$7.4K +$445 +24 +6%
HCP
1014
Hexagon Capital Partners
Arkansas
$7.35K +$56 +3 +0.8%
FFL
1015
Financial Freedom LLC
Ohio
$7.01K +$56 +3 +0.8%
IGWM
1016
ICA Group Wealth Management
Colorado
$6.68K +$6.68K +360 New
MIM
1017
Macroview Investment Management
Maryland
$6.29K – – –
CMA
1018
Cedar Mountain Advisors
Oregon
$5.88K +$55 +3 +1%
HT
1019
Headlands Technologies
Illinois
$3.79K +$3.79K +204 New
DAM
1020
Delta Asset Management
Tennessee
$3.7K – – –
WBC
1021
West Branch Capital
Massachusetts
$3.35K +$3.35K +180 New
BBHC
1022
Brown Brothers Harriman & Co
New York
$3.34K – – –
NC
1023
NewSquare Capital
Pennsylvania
$3.27K – – –
EW
1024
Element Wealth
Mississippi
$2.73K -$268K -14,442 -99%
NB
1025
NBT Bank
New York
$2.37K +$2.37K +126 New
39 40
41
42 43