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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 %
LJAC
201
L.J. Altfest & Co
New York
$4.64M -$65.3K -3,933 -1%
VA
202
Valmark Advisers
Ohio
$4.59M +$189K +11,355 +4%
LIM
203
Leavell Investment Management
Alabama
$4.56M +$318K +19,137 +7%
WKWM
204
Walter & Keenan Wealth Management
Indiana
$4.54M -$10.8K -651 -0.2%
SFWC
205
Strategic Family Wealth Counselors
New Jersey
$4.54M +$5.23K +315 +0.1%
WFA
206
Wade Financial Advisory
California
$4.47M -$57.9K -3,483 -1%
SWM
207
SeaCrest Wealth Management
New York
$4.45M +$21.8K +1,311 +0.5%
BIP
208
Blueprint Investment Partners
North Carolina
$4.43M +$1.04M +62,607 +31%
Northern Trust
209
Northern Trust
Illinois
$4.39M +$457K +27,507 +12%
Kovitz Investment Group Partners
210
Kovitz Investment Group Partners
Illinois
$4.37M -$493K -29,667 -10%
GAM
211
Garrison Asset Management
Arkansas
$4.35M -$189K -11,394 -4%
PMG
212
ProVise Management Group
Florida
$4.34M -$119K -7,191 -3%
WCM
213
Whitener Capital Management
North Carolina
$4.29M +$94.5K +5,685 +2%
FIM
214
Freedom Investment Management
Connecticut
$4.28M -$2.43M -145,959 -36%
WBCM
215
Wilson & Boucher Capital Management
California
$4.26M +$63.6K +3,828 +2%
BFPW
216
BOK Financial Private Wealth
Colorado
$4.25M -$48.4K -2,913 -1%
MPI
217
Mairs & Power Inc
Minnesota
$4.22M – – –
BF
218
Brooklyn FI
New York
$4.21M +$1.56M +93,747 +59%
Chevy Chase Trust
219
Chevy Chase Trust
Maryland
$4.18M – – –
CPA
220
Cardiff Park Advisors
California
$4.14M -$86.8K -5,226 -2%
AllianceBernstein
221
AllianceBernstein
Tennessee
$4.13M +$630K +37,911 +18%
AOWM
222
Alpha Omega Wealth Management
Virginia
$4.11M -$45.5K -2,736 -1%
BL
223
BCWM LLC
Kansas
$4.11M +$204K +12,300 +5%
CSWM
224
Cassady Schiller Wealth Management
Ohio
$4.06M – – –
FA
225
Fagan Associates
New York
$4.05M -$46.7K -2,811 -1%
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