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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 Market Value Shares Shares
Change 		Shares
Change %
TWM
151
Tanglewood Wealth Management
Texas
$7.73M 465,063 -318,321 -41%
CAG
152
Compass Advisory Group
New York
$7.52M 452,259 +271,701 +150%
WPW
153
Waldron Private Wealth
Pennsylvania
$7.48M 450,000 – –
IA
154
IFP Advisors
Florida
$7.44M 447,600 +4,788 +1%
VFIC
155
Valley Forge Investment Consultants
Pennsylvania
$7.38M 444,126 -16,548 -4%
BWL
156
Beacon Wealthcare LLC
North Carolina
$7.37M 443,802 -12,648 -3%
SFA
157
Sequoia Financial Advisors
Ohio
$7.37M 443,778 -2,589 -0.6%
HCA
158
Horan Capital Advisors
Ohio
$7.36M 443,145 +43,467 +11%
ZF
159
Zhang Financial
Michigan
$7.32M 438,063 +7,296 +2%
FOA
160
Five Oceans Advisors
California
$7.3M 439,617 -69 -0%
Ameriprise
161
Ameriprise
Minnesota
$7.3M 439,353 -36,072 -8%
BIP
162
Blue Investment Partners
California
$7.26M 436,647 +37,551 +9%
RJA
163
Raymond James & Associates
Florida
$7.2M 433,125 +42,828 +11%
Fidelity Investments
164
Fidelity Investments
Massachusetts
$7.19M 432,570 +61,914 +17%
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$7.1M 427,143 -5,781 -1%
MML Investors Services
166
MML Investors Services
Massachusetts
$7.08M 425,817 +22,860 +6%
AA
167
Apriem Advisors
California
$7M 421,014 -7,629 -2%
PF
168
Prosperitas Financial
California
$6.88M 414,252 +414,252 New
SCM
169
Spreng Capital Management
Ohio
$6.87M 413,487 -7,095 -2%
SHJ
170
Sharkey, Howes & Javer
Colorado
$6.65M 400,086 +334,293 +508%
BDFN
171
Bond & Devick Financial Network
Minnesota
$6.58M 396,072 +1,482 +0.4%
CFMC
172
Curbstone Financial Management Corp
New Hampshire
$6.51M 391,752 -20,538 -5%
Corient Private Wealth
173
Corient Private Wealth
Florida
$6.49M 390,531 +41,898 +12%
PP
174
Pegasus Partners
Wisconsin
$6.41M 385,605 – –
TA
175
TruWealth Advisors
Louisiana
$6.29M 378,264 +450 +0.1%
5 6
7
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