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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
CMAI
4
Capital Management Associates Inc
Minnesota
$30.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$130M

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 Market Value Shares Shares
Change 		Shares
Change %
LEFP
101
Leading Edge Financial Planning
Tennessee
$16.5M 297,097 +138,115 +87%
RSWA
102
Robinson Smith Wealth Advisors
Maine
$16.5M 296,210 +296,210 New
GVAG
103
Great Valley Advisor Group
Delaware
$16.1M 288,910 +8,380 +3%
EI
104
Ellevest Inc
New York
$16M 287,451 +15,963 +6%
SF
105
Schaeffer Financial
Maryland
$16M 286,521 +286,521 New
WC
106
Wynn Capital
Georgia
$15.3M 275,400 +275,400 New
RBC
107
Roble Belko & Company
Pennsylvania
$15.3M 275,123 -1,757 -0.6%
TW
108
TrinityPoint Wealth
Connecticut
$15.3M 274,283 +1,652 +0.6%
MAS
109
Madden Advisory Services
Florida
$15.2M 273,398 -21,998 -7%
AA
110
Ashford Advisors
New York
$15M 269,414 -1,230 -0.5%
IF
111
Intrua Financial
Texas
$14.8M 266,100 +266,100 New
RC
112
Roundview Capital
New Jersey
$14.6M 262,696 +7,519 +3%
TWM
113
Tanglewood Wealth Management
Texas
$14.6M 262,608 +107,587 +69%
HI
114
Harbour Investments
Wisconsin
$14.6M 261,724 +2,567 +1%
TWM
115
Tradition Wealth Management
Minnesota
$14.3M 257,720 +12,179 +5%
PP
116
PrairieView Partners
Minnesota
$13.6M 244,591 -1,949 -0.8%
JWS
117
Juncture Wealth Strategies
Arizona
$13.5M 242,426 +13,185 +6%
Corient Private Wealth
118
Corient Private Wealth
Florida
$13.5M 241,995 +111,818 +86%
ECM
119
Elgethun Capital Management
South Dakota
$13.5M 241,954 +64 +0%
LPAM
120
Lodestar Private Asset Management
California
$13.4M 240,068 -7,688 -3%
JJBC
121
James J. Burns & Company
New York
$13M 234,228 +68,509 +41%
CKAIS
122
Christensen King & Associates Investment Services
Washington
$12.9M 231,323 +231,323 New
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$12.1M 217,486 -11,769 -5%
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$12.1M 217,424 -4,717 -2%
SIG
125
Spinnaker Investment Group
California
$12.1M 217,307 -5,262 -2%
3 4
5
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