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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 %
RAG
1051
RIA Advisory Group
Iowa
– -$284K -17,061 Closed
EWM
1052
Executive Wealth Management
Michigan
– -$263K -15,846 Closed
FIA
1053
Foundations Investment Advisors
Arizona
– -$261K -15,720 Closed
CWM
1054
C2C Wealth Management
Arizona
– -$228K -13,794 Closed
HWA
1055
Heritage Wealth Advisors
Virginia
– -$229K -13,755 Closed
PPW
1056
Parcion Private Wealth
Washington
– -$221K -13,329 Closed
CPRC
1057
Consolidated Portfolio Review Corp
New York
– -$203K -12,231 Closed
TB
1058
Treynor Bancshares
Iowa
– -$203K -12,213 Closed
CG
1059
Cutler Group
California
– -$119K -7,200 Closed
CWM
1060
Cedar Wealth Management
California
– -$59.8K -3,600 Closed
NIC
1061
Northwest Investment Counselors
Oregon
– -$52K -3,126 Closed
RIA
1062
Realta Investment Advisors
Delaware
– -$37.4K -2,172 Closed
LF
1063
Lee Financial
Texas
– -$34.8K -2,097 Closed
WWM
1064
Wolff Wiese Magana
California
– -$23.8K -1,431 Closed
Legacy Financial Group (Iowa)
1065
Legacy Financial Group (Iowa)
Iowa
– -$17.9K -1,074 Closed
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
– -$8.97K -540 Closed
Group One Trading
1067
Group One Trading
Illinois
– -$4.99K -300 Closed
WFA
1068
Wells Financial Advisors
Massachusetts
– -$3.19K -192 Closed
TCOV
1069
Trust Company of Vermont
Vermont
– -$2.74K -165 Closed
AWA
1070
Authentikos Wealth Advisory
California
– -$2.34K -141 Closed
HWP
1071
Hibernia Wealth Partners
Louisiana
– -$1.4K -84 Closed
NFSG
1072
Newbridge Financial Services Group
Florida
– -$1.25K -75 Closed
RP
1073
Rice Partnership
Hawaii
– -$864 -51 Closed
PP
1074
PFS Partners
New Jersey
– -$519 -30 Closed
39 40 41 42
43