SCHB icon

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 %
CPIG
176
Chicago Partners Investment Group
Illinois
$5.98M +$87.7K +4,995 +1%
AT
177
American Trust
Kentucky
$5.97M – – –
OFG
178
Orcam Financial Group
California
$5.97M -$223K -12,912 -4%
MWM
179
Meridian Wealth Management
Kentucky
$5.83M +$18.3K +1,062 +0.3%
BA
180
Ballast Advisors
Minnesota
$5.77M -$578K -33,561 -9%
CFO
181
CVA Family Office
Colorado
$5.75M -$14.3K -828 -0.2%
SHFP
182
Second Half Financial Partners
Florida
$5.75M +$5.75M +333,375 New
KM
183
Kalos Management
Georgia
$5.7M -$317K -18,408 -5%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$5.65M +$10.8K +624 +0.2%
JWA
185
JFS Wealth Advisors
Pennsylvania
$5.59M -$89.5K -5,193 -2%
TFF
186
The Family Firm
Maryland
$5.55M -$160K -9,312 -3%
AIP
187
Almanack Investment Partners
Pennsylvania
$5.53M -$938K -54,405 -14%
LEFP
188
Leading Edge Financial Planning
Tennessee
$5.53M -$79.8K -4,632 -1%
MSS
189
Mitchell Sinkler & Starr
Pennsylvania
$5.52M -$110K -6,378 -2%
AWS
190
Atria Wealth Solutions
New York
$5.49M +$173K +10,059 +3%
AC
191
AlphaCore Capital
California
$5.46M +$497K +28,842 +10%
PFM
192
Peak Financial Management
Massachusetts
$5.41M -$25.5K -1,482 -0.5%
AIA
193
Arcadia Investment Advisors
Idaho
$5.4M -$213K -12,381 -4%
JIC
194
Johnson Investment Counsel
Ohio
$5.34M +$10.8K +627 +0.2%
LCM
195
Liberty Capital Management
Michigan
$5.18M +$69K +4,005 +1%
Kovitz Investment Group Partners
196
Kovitz Investment Group Partners
Illinois
$5.04M -$116K -6,720 -2%
BSW
197
Buckingham Strategic Wealth
Missouri
$5.04M +$580K +33,642 +13%
CAM
198
Cresset Asset Management
Illinois
$4.9M +$655K +37,992 +15%
LJAC
199
L.J. Altfest & Co
New York
$4.88M +$22.5K +1,308 +0.5%
SA
200
SRH Advisors
Kansas
$4.88M – – –
6 7
8
9 10