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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.

New
Increased
Maintained
Reduced
Closed
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
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$71.2M
4
HCM
Hengehold Capital Management
Ohio
$149M
5
EW
Evoke Wealth
California
$10.4M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
Cerity Partners
New York
$5.47M
4
EK
Evensky & Katz
Florida
$178M
5
JWS
Juncture Wealth Strategies
Arizona
$11.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
176
Peak Financial Management
Massachusetts
$6.28M +$1.06M +64,017 +20%
PA
177
PFG Advisors
Arizona
$6.26M -$748 -45 -0%
SSWM
178
Sheets Smith Wealth Management
North Carolina
$6.17M -$145K -8,730 -2%
RF
179
RHS Financial
California
$6.14M +$205K +12,366 +3%
SA
180
SRH Advisors
Kansas
$6.1M +$1.02M +61,437 +20%
FD
181
Financial Designs
California
$6.08M -$57.8K -3,480 -0.9%
JFG
182
JMG Financial Group
Illinois
$5.79M -$167K -10,023 -3%
CPIG
183
Chicago Partners Investment Group
Illinois
$5.79M +$252K +15,513 +5%
LCM
184
Liberty Capital Management
Michigan
$5.77M +$770K +46,320 +15%
JPMorgan Chase & Co
185
JPMorgan Chase & Co
New York
$5.76M +$1.56M +93,876 +37%
OFG
186
Orcam Financial Group
California
$5.76M +$2.89K +174 +0.1%
MSFS
187
Main Street Financial Solutions
Pennsylvania
$5.56M +$118K +7,119 +2%
Cerity Partners
188
Cerity Partners
New York
$5.47M -$11.9M -715,533 -68%
CFO
189
CVA Family Office
Colorado
$5.43M -$123K -7,383 -2%
TFF
190
The Family Firm
Maryland
$5.42M +$69.8K +4,203 +1%
JWA
191
JFS Wealth Advisors
Pennsylvania
$5.32M -$70.2K -4,227 -1%
AC
192
AlphaCore Capital
California
$5.31M +$41.8K +2,514 +0.8%
ICM
193
Islay Capital Management
Texas
$5.15M +$812K +48,879 +19%
AIA
194
Arcadia Investment Advisors
Idaho
$5.13M -$71.1K -4,278 -1%
JIC
195
Johnson Investment Counsel
Ohio
$5.13M -$18.1K -1,092 -0.4%
BA
196
Ballast Advisors
Minnesota
$5.13M -$439K -26,412 -8%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$4.74M +$117K +7,014 +3%
BPA
198
Beacon Pointe Advisors
California
$4.69M +$383K +23,073 +9%
CAM
199
Cresset Asset Management
Illinois
$4.66M -$69.7K -4,194 -1%
BSW
200
Buckingham Strategic Wealth
Missouri
$4.64M -$216K -12,984 -4%
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