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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

937 hedge funds and large institutions have $7.45B invested in Schwab US Broad Market ETF in 2023 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 370 increasing their positions, 353 reducing their positions, and 53 closing their positions.

Holders
937
Holders Change
-6
Holders Change %
-0.64%
% of All Funds
14.94%
Holding in Top 10
115
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.83%
New
57
Increased
370
Reduced
353
Closed
53
Calls
$159M
Puts
$29.7M
Net Calls
+$129M
Net Calls Change
+$58M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
EI
101
Ellevest Inc
New York
$13.5M 271,488 +21,069 +8%
AA
102
Ashford Advisors
New York
$13.5M 270,644 – –
FWA
103
Freedom Wealth Alliance
Wisconsin
$13.5M 270,045 +8,010 +3%
OIA
104
OneDigital Investment Advisors
Kansas
$13.4M 267,894 -8,857 -3%
VNA
105
Valley National Advisers
Pennsylvania
$13.3M 266,887 -1,197 -0.4%
HI
106
Harbour Investments
Wisconsin
$12.9M 259,157 +10,436 +4%
RC
107
Roundview Capital
New Jersey
$12.7M 255,177 +10,856 +4%
LPAM
108
Lodestar Private Asset Management
California
$12.4M 247,756 -2,470 -1%
PP
109
PrairieView Partners
Minnesota
$12.3M 246,540 -5,981 -2%
TWM
110
Tradition Wealth Management
Minnesota
$12.2M 245,541 +10,595 +5%
ECM
111
Elgethun Capital Management
South Dakota
$12.1M 241,890 +1,288 +0.5%
Envestnet Portfolio Solutions
112
Envestnet Portfolio Solutions
Illinois
$11.4M 229,255 +229,255 New
JWS
113
Juncture Wealth Strategies
Arizona
$11.4M 229,241 -182,229 -44%
SIG
114
Spinnaker Investment Group
California
$11.1M 222,569 -9,345 -4%
MWM
115
Meridian Wealth Management
Kentucky
$11.1M 222,256 +109,439 +97%
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$11.1M 222,141 -1,695 -0.8%
LW
117
Libra Wealth
California
$11M 220,093 -4,505 -2%
IDA
118
Intelligence Driven Advisers
California
$10.9M 220,431 -4,556 -2%
MIA
119
Milestone Investment Advisors
Wisconsin
$10.8M 216,699 -6,663 -3%
EW
120
Evoke Wealth
California
$10.4M 208,872 +202,954 +3,429%
Stifel Financial
121
Stifel Financial
Missouri
$10.3M 206,042 +771 +0.4%
RWA
122
Rainsberger Wealth Advisors
Colorado
$10.2M 205,367 +6,822 +3%
RWIA
123
Roger Wittlin Investment Advisory
California
$10.1M 202,954 +758 +0.4%
PCM
124
Passive Capital Management
Maryland
$10.1M 202,665 -1,047 -0.5%
SWM
125
SigFig Wealth Management
California
$9.83M 191,104 -23,977 -11%
3 4
5
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