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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.

New
Increased
Maintained
Reduced
Closed
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 %
AWM
1026
AllSquare Wealth Management
New York
$1.23K – – –
AIM
1027
Arcadia Investment Management
Michigan
$669 – – –
HGA
1028
Hobbs Group Advisors
South Carolina
$557 +$557 +30 New
TVAMP
1029
Tennessee Valley Asset Management Partners
Tennessee
$334 +$334 +18 New
AT
1030
Arlington Trust
Alabama
$334 +$334 +18 New
GEA
1031
Glen Eagle Advisors
New Jersey
$223 – – –
RDFA
1032
Ritter Daniher Financial Advisory
Ohio
$112 – – –
FGAM
1033
Financial Gravity Asset Management
Texas
$65 +$32 +3 +100%
SAM
1034
Smartleaf Asset Management
Massachusetts
$59 – – –
IA
1035
IFS Advisors
Kansas
$38 -$34 – –
IAS
1036
IMA Advisory Services
Colorado
– -$13.9M -839,271 Closed
EW
1037
Evoke Wealth
California
– -$10.4M -626,616 Closed
TA
1038
Trellis Advisors
Washington
– -$9.1M -547,752 Closed
FD
1039
Financial Designs
California
– -$6.08M -366,147 Closed
SFC
1040
Strategic Financial Concepts
Texas
– -$3.58M -215,670 Closed
NL
1041
NEPC LLC
Massachusetts
– -$1.3M -78,183 Closed
SBH
1042
Segall Bryant & Hamill
Illinois
– -$967K -58,206 Closed
CWM
1043
Curi Wealth Management
North Carolina
– -$594K -35,739 Closed
CF
1044
Cantor Fitzgerald
New York
– -$542K -32,601 Closed
WWA
1045
WCG Wealth Advisors
Nevada
– -$515K -31,020 Closed
SI
1046
Saxon Interests
Texas
– -$474K -28,512 Closed
RI
1047
Rinkey Investments
California
– -$455K -27,402 Closed
LIM
1048
Loudon Investment Management
New Hampshire
– -$491K -20,823 Closed
CGFA
1049
Colton Groome Financial Advisors
North Carolina
– -$323K -19,434 Closed
OWM
1050
Orgel Wealth Management
Wisconsin
– -$305K -18,345 Closed
39 40 41
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43