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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

943 hedge funds and large institutions have $7.72B invested in Schwab US Broad Market ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 363 increasing their positions, 355 reducing their positions, and 28 closing their positions.

Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.87%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.81%
New
58
Increased
363
Reduced
355
Closed
28
Calls
$85.5M
Puts
$14.1M
Net Calls
+$71.5M
Net Calls Change
+$17.9M

Top Buyers

1
R
1
Rebalance
California
$185M
2
SC
2
Savant Capital
Illinois
$30.7M
3
HCM
3
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.6M
5
MBFW
5
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$24M
3
Betterment LLC
3
Betterment LLC
New York
$357M
4
EK
4
Evensky & Katz
Florida
$195M
5
SCM
5
SCS Capital Management
Massachusetts
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
GCA
101
Genesee Capital Advisors
New York
$14.1M 820,713 -4,530 -0.5%
GVAG
102
Great Valley Advisor Group
Delaware
$14.1M 819,588 +35,295 +5%
TW
103
TrinityPoint Wealth
Connecticut
$14M 813,834 +28,641 +4%
AA
104
Ashford Advisors
New York
$14M 811,932 – –
VNA
105
Valley National Advisers
Pennsylvania
$13.9M 804,252 +23,685 +3%
FWA
106
Freedom Wealth Alliance
Wisconsin
$13.8M 786,105 -558 -0.1%
TWM
107
Tanglewood Wealth Management
Texas
$13.5M 783,384 +140,955 +22%
PP
108
PrairieView Partners
Minnesota
$13.1M 757,563 -43,764 -5%
EI
109
Ellevest Inc
New York
$12.9M 751,257 -12,162 -2%
LPAM
110
Lodestar Private Asset Management
California
$12.9M 750,678 -23,403 -3%
HI
111
Harbour Investments
Wisconsin
$12.9M 746,163 +37,713 +5%
RC
112
Roundview Capital
New Jersey
$12.6M 732,963 +78 +0%
ECM
113
Elgethun Capital Management
South Dakota
$12.4M 721,806 -13,596 -2%
TWM
114
Tradition Wealth Management
Minnesota
$12.1M 704,838 +14,385 +2%
SIG
115
Spinnaker Investment Group
California
$12M 695,742 -30,120 -4%
LW
116
Libra Wealth
California
$11.6M 673,794 +148,764 +28%
VAS
117
Valicenti Advisory Services
New York
$11.6M 671,856 +286,368 +74%
BBPWM
118
Blue Bell Private Wealth Management
Pennsylvania
$11.6M 671,508 -5,844 -0.9%
MIA
119
Milestone Investment Advisors
Wisconsin
$11.5M 670,086 -2,004 -0.3%
IDA
120
Intelligence Driven Advisers
California
$11.5M 674,961 -57,411 -8%
SWM
121
SigFig Wealth Management
California
$11.2M 645,243 -8,931 -1%
VCP
122
Vista Capital Partners
Oregon
$10.6M 617,748 -8,394 -1%
Stifel Financial
123
Stifel Financial
Missouri
$10.6M 615,813 +559,650 +996%
PCM
124
Passive Capital Management
Maryland
$10.5M 611,136 +2,718 +0.4%
RWIA
125
Roger Wittlin Investment Advisory
California
$10.5M 606,588 +117,687 +24%
3 4
5
6 7