SCHB icon

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 Market Value Shares Shares
Change 		Shares
Change %
TW
151
Transform Wealth
Colorado
$9.28M 500,232 +6,861 +1%
PCIA
152
Prime Capital Investment Advisors
Kansas
$9.18M 494,697 -6,513 -1%
EFG
153
Everhart Financial Group
Ohio
$9.16M 493,533 -7,623 -2%
RIM
154
Rockbridge Investment Management
New York
$9.12M 491,646 -11,589 -2%
CHA
155
Carmichael Hill & Associates
Maryland
$9.09M 489,606 +21,417 +5%
BWL
156
Beacon Wealthcare LLC
North Carolina
$9.06M 488,304 +44,502 +10%
EFN
157
Equita Financial Network
Pennsylvania
$9.02M 486,051 +14,415 +3%
Ameriprise
158
Ameriprise
Minnesota
$9.02M 468,048 +28,695 +7%
MWA
159
Motive Wealth Advisors
Michigan
$8.9M 479,748 – –
RMC
160
Regis Management Company
California
$8.85M 476,901 -7,260 -1%
DWM
161
Destination Wealth Management
California
$8.68M 467,610 +263,142 +129%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$8.66M 466,428 +39,285 +9%
ZF
163
Zhang Financial
Michigan
$8.57M 461,595 +23,532 +5%
HCA
164
Horan Capital Advisors
Ohio
$8.56M 461,100 +17,955 +4%
RJA
165
Raymond James & Associates
Florida
$8.51M 458,736 +25,611 +6%
LIM
166
Leavell Investment Management
Alabama
$8.46M 455,847 +181,545 +66%
BIP
167
Blue Investment Partners
California
$8.42M 453,765 +17,118 +4%
Fidelity Investments
168
Fidelity Investments
Massachusetts
$8.37M 451,194 +18,624 +4%
DW
169
Dodds Wealth
Colorado
$8.36M 450,441 +450,441 New
WPW
170
Waldron Private Wealth
Pennsylvania
$8.35M 450,000 – –
SFA
171
Sequoia Financial Advisors
Ohio
$8.31M 447,927 +4,149 +0.9%
TA
172
TruWealth Advisors
Louisiana
$8.2M 441,624 +63,360 +17%
FOA
173
Five Oceans Advisors
California
$8.1M 436,668 -2,949 -0.7%
RJFSA
174
Raymond James Financial Services Advisors
Florida
$8.02M 431,970 -42,930 -9%
MML Investors Services
175
MML Investors Services
Massachusetts
$7.98M 430,035 +4,218 +1%
5 6
7
8 9