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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
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$71.2M
4
HCM
4
Hengehold Capital Management
Ohio
$149M
5
EW
5
Evoke Wealth
California
$10.4M

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 Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$9.68M +$256K +15,387 +3%
VCP
127
Vista Capital Partners
Oregon
$9.58M -$687K -41,346 -7%
WAM
128
Weinberger Asset Management
California
$9.52M -$33.8K -2,037 -0.4%
VAS
129
Valicenti Advisory Services
New York
$9.35M -$1.81M -108,963 -16%
TA
130
Trellis Advisors
Washington
$9.1M -$78.1K -4,701 -0.9%
OWM
131
Opes Wealth Management
California
$8.82M +$843K +50,721 +11%
Lido Advisors
132
Lido Advisors
California
$8.72M -$202K -12,153 -2%
GFS
133
GYL Financial Synergies
Connecticut
$8.64M +$354K +21,303 +4%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$8.59M +$85.9K +5,169 +1%
TCM
135
Towercrest Capital Management
Pennsylvania
$8.49M -$493K -29,664 -5%
BRWA
136
B. Riley Wealth Advisors
Florida
$8.38M -$24.9K -1,500 -0.3%
Goldman Sachs
137
Goldman Sachs
New York
$8.37M +$877K +52,761 +12%
RIM
138
Rockbridge Investment Management
New York
$8.36M -$318K -19,140 -4%
DBRC
139
D.B. Root & Company
Pennsylvania
$8.34M -$3.24K -195 -0%
PCIA
140
Prime Capital Investment Advisors
Kansas
$8.33M -$20.4K -1,227 -0.2%
EFG
141
Everhart Financial Group
Ohio
$8.33M -$378K -22,770 -4%
JJBC
142
James J. Burns & Company
New York
$8.26M +$7.68K +462 +0.1%
TW
143
Transform Wealth
Colorado
$8.2M -$8.21M -494,148 -50%
RMC
144
Regis Management Company
California
$8.05M +$297K +17,850 +4%
MWA
145
Motive Wealth Advisors
Michigan
$7.97M – – –
LEFP
146
Leading Edge Financial Planning
Tennessee
$7.93M +$2.6M +156,264 +49%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$7.89M +$404K +24,300 +5%
EE
148
EWG Elevate
California
$7.87M -$211K -12,687 -3%
EFN
149
Equita Financial Network
Pennsylvania
$7.84M +$7.84M +471,636 New
CHA
150
Carmichael Hill & Associates
Maryland
$7.78M +$64.5K +3,879 +0.8%
4 5
6
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