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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
HighTower Advisors
4
HighTower Advisors
Illinois
$130M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$32.2M

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 Holding Trade Value Shares
Change 		Shares
Change %
RWIA
126
Roger Wittlin Investment Advisory
California
$12M +$655K +35,283 +6%
Stifel Financial
127
Stifel Financial
Missouri
$11.8M +$316K +17,025 +3%
IDA
128
Intelligence Driven Advisers
California
$11.8M -$624K -33,288 -5%
LW
129
Libra Wealth
California
$11.7M -$526K -28,323 -4%
MIA
130
Milestone Investment Advisors
Wisconsin
$11.7M -$343K -18,462 -3%
DCM
131
Davis Capital Management
Florida
$11.4M +$11.4M +613,245 New
RWA
132
Rainsberger Wealth Advisors
Colorado
$11.3M -$131K -7,074 -1%
VCP
133
Vista Capital Partners
Oregon
$11M +$331K +17,856 +3%
Empower Advisory Group
134
Empower Advisory Group
Colorado
$10.9M +$1.31M +70,539 +14%
EE
135
EWG Elevate
California
$10.7M +$1.95M +105,315 +22%
Commonwealth Equity Services
136
Commonwealth Equity Services
Massachusetts
$10.6M -$178K -9,570 -2%
WAM
137
Weinberger Asset Management
California
$10.5M -$178K -9,579 -2%
VAS
138
Valicenti Advisory Services
New York
$10.4M -$5.4K -291 -0.1%
PCM
139
Passive Capital Management
Maryland
$10.4M -$922K -49,698 -8%
AWM
140
AE Wealth Management
Kansas
$10.1M -$9.52M -502,545 -49%
OWM
141
Opes Wealth Management
California
$10M +$176K +9,501 +2%
Lido Advisors
142
Lido Advisors
California
$9.86M +$129K +6,936 +1%
GFS
143
GYL Financial Synergies
Connecticut
$9.8M +$148K +7,989 +2%
SWM
144
SigFig Wealth Management
California
$9.73M +$30.9K +1,824 +0.3%
AIP
145
Almanack Investment Partners
Pennsylvania
$9.66M +$5.68M +306,312 +143%
BRWA
146
B. Riley Wealth Advisors
Florida
$9.54M +$174K +9,354 +2%
AFG
147
Atomi Financial Group
New York
$9.52M +$9.52M +512,967 New
TCM
148
Towercrest Capital Management
Pennsylvania
$9.49M +$8.68K +468 +0.1%
AWMG
149
Alliance Wealth Management Group
New Jersey
$9.48M +$9.48M +511,035 New
DBRC
150
D.B. Root & Company
Pennsylvania
$9.46M +$149K +8,034 +2%
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6
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