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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
IA
176
IFP Advisors
Florida
$7.97M -$334K -18,015 -4%
AA
177
Apriem Advisors
California
$7.83M +$14K +753 +0.2%
RF
178
RHS Financial
California
$7.71M +$853K +45,978 +12%
CPIG
179
Chicago Partners Investment Group
Illinois
$7.6M +$876K +46,452 +13%
SHJ
180
Sharkey, Howes & Javer
Colorado
$7.55M +$127K +6,858 +2%
SCM
181
Spreng Capital Management
Ohio
$7.47M -$199K -10,743 -3%
BDFN
182
Bond & Devick Financial Network
Minnesota
$7.44M +$88.6K +4,773 +1%
EFG
183
Embree Financial Group
Illinois
$7.41M +$7.41M +399,564 New
VFIC
184
Valley Forge Investment Consultants
Pennsylvania
$7.37M -$868K -46,788 -11%
LSIA
185
LaSalle St. Investment Advisors
Illinois
$7.32M -$220K -1,188 -3%
PFM
186
Peak Financial Management
Massachusetts
$7.18M +$161K +8,652 +2%
PP
187
Pegasus Partners
Wisconsin
$7.13M -$21.3K -1,146 -0.3%
ICM
188
Islay Capital Management
Texas
$6.99M +$1.25M +67,107 +22%
CPG
189
Custom Portfolio Group
Colorado
$6.97M +$6.97M +375,936 New
SSWM
190
Sheets Smith Wealth Management
North Carolina
$6.93M +$33.6K +1,812 +0.5%
PF
191
Prosperitas Financial
California
$6.89M -$798K -42,999 -10%
LCM
192
Liberty Capital Management
Michigan
$6.86M +$419K +22,572 +7%
JFG
193
JMG Financial Group
Illinois
$6.83M +$356K +19,176 +5%
SA
194
SRH Advisors
Kansas
$6.81M +$445 +24 +0%
CFMC
195
Curbstone Financial Management Corp
New Hampshire
$6.78M -$494K -26,598 -7%
MSS
196
Mitchell Sinkler & Starr
Pennsylvania
$6.74M +$6.74M +363,135 New
OFG
197
Orcam Financial Group
California
$6.38M -$48.4K -2,607 -0.8%
MSFS
198
Main Street Financial Solutions
Pennsylvania
$6.24M +$30K +1,617 +0.5%
AC
199
AlphaCore Capital
California
$6.19M +$270K +14,544 +5%
MWM
200
Meridian Wealth Management
Kentucky
$6.17M -$6.2M -334,068 -50%
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