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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.

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

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.26B
2
AWM
AE Wealth Management
Kansas
$24M
3
Betterment LLC
Betterment LLC
New York
$357M
4
EK
Evensky & Katz
Florida
$195M
5
SCM
SCS Capital Management
Massachusetts
$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
126
Rainsberger Wealth Advisors
Colorado
$10.3M -$157K -9,090 -2%
WAM
127
Weinberger Asset Management
California
$9.91M -$308K -17,901 -3%
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$9.77M +$503K +29,211 +5%
TA
129
Trellis Advisors
Washington
$9.52M -$49.4K -2,868 -0.5%
AWMG
130
Alliance Wealth Management Group
New Jersey
$9.31M +$887K +51,483 +11%
TCM
131
Towercrest Capital Management
Pennsylvania
$9.31M +$887K +51,483 +11%
Lido Advisors
132
Lido Advisors
California
$9.25M +$292K +16,965 +3%
RIM
133
Rockbridge Investment Management
New York
$9M -$754K -43,755 -8%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$8.82M -$1.23M -71,532 -12%
EFG
135
Everhart Financial Group
Ohio
$8.81M -$372K -22,101 -4%
BRWA
136
B. Riley Wealth Advisors
Florida
$8.72M -$20.4K -1,182 -0.2%
PCIA
137
Prime Capital Investment Advisors
Kansas
$8.66M +$6.24M +362,127 +258%
DBRC
138
D.B. Root & Company
Pennsylvania
$8.65M -$255K -14,808 -3%
GFS
139
GYL Financial Synergies
Connecticut
$8.6M +$347K +20,112 +4%
Wealth Enhancement Advisory Services
140
Wealth Enhancement Advisory Services
Minnesota
$8.57M -$2.46M -142,998 -22%
JJBC
141
James J. Burns & Company
New York
$8.56M +$371K +21,534 +5%
EE
142
EWG Elevate
California
$8.38M -$114K -6,597 -1%
OWM
143
Opes Wealth Management
California
$8.27M +$182K +10,533 +2%
MWA
144
Motive Wealth Advisors
Michigan
$8.27M – – –
Ameriprise
145
Ameriprise
Minnesota
$8.19M +$568K +32,937 +7%
RMC
146
Regis Management Company
California
$8.04M -$151K -8,760 -2%
CHA
147
Carmichael Hill & Associates
Maryland
$8M -$428K -24,837 -5%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$7.94M -$112K -6,516 -1%
BWL
149
Beacon Wealthcare LLC
North Carolina
$7.87M -$274K -15,876 -3%
Goldman Sachs
150
Goldman Sachs
New York
$7.77M -$857K -49,743 -10%
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