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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 %
RJFSA
151
Raymond James Financial Services Advisors
Florida
$7.77M -$398K -23,085 -5%
WPW
152
Waldron Private Wealth
Pennsylvania
$7.76M -$24.6K -1,428 -0.3%
SFA
153
Sequoia Financial Advisors
Ohio
$7.69M -$636K -36,915 -8%
IA
154
IFP Advisors
Florida
$7.63M -$502K -29,130 -6%
FOA
155
Five Oceans Advisors
California
$7.58M -$1.64M -95,295 -18%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$7.46M -$90.8K -5,268 -1%
ZF
157
Zhang Financial
Michigan
$7.43M -$660K -38,253 -8%
AA
158
Apriem Advisors
California
$7.39M – – –
SCM
159
Spreng Capital Management
Ohio
$7.25M -$196K -11,367 -3%
CFMC
160
Curbstone Financial Management Corp
New Hampshire
$7.11M -$188K -10,884 -3%
FIM
161
Freedom Investment Management
Connecticut
$6.95M +$1.99M +115,350 +40%
MML Investors Services
162
MML Investors Services
Massachusetts
$6.94M +$1.7M +98,829 +32%
HCA
163
Horan Capital Advisors
Ohio
$6.89M +$314K +18,204 +5%
BIP
164
Blue Investment Partners
California
$6.88M +$635K +36,852 +10%
BDFN
165
Bond & Devick Financial Network
Minnesota
$6.8M +$26.3K +1,527 +0.4%
RJA
166
Raymond James & Associates
Florida
$6.73M +$44K +2,556 +0.7%
PP
167
Pegasus Partners
Wisconsin
$6.65M -$140K -8,124 -2%
SSWM
168
Sheets Smith Wealth Management
North Carolina
$6.55M -$180K -10,425 -3%
TA
169
TruWealth Advisors
Louisiana
$6.51M +$190K +11,046 +3%
PA
170
PFG Advisors
Arizona
$6.49M +$32.7K +1,899 +0.5%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$6.39M -$23.3K -1,350 -0.4%
FD
172
Financial Designs
California
$6.37M +$2.24M +129,972 +54%
JFG
173
JMG Financial Group
Illinois
$6.18M -$61.8K -3,588 -1%
RF
174
RHS Financial
California
$6.15M -$69.8K -4,050 -1%
Corient Private Wealth
175
Corient Private Wealth
Florida
$6.01M -$240K -13,926 -4%
5 6
7
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