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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 %
MWP
201
Madison Wealth Partners
Wisconsin
$6.12M +$6.12M +329,835 New
TFF
202
The Family Firm
Maryland
$6.11M +$57.8K +3,117 +1%
JWA
203
JFS Wealth Advisors
Pennsylvania
$6.03M +$83.2K +4,485 +1%
BIP
204
Blueprint Investment Partners
North Carolina
$5.94M +$1M +53,961 +20%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$5.83M +$529K +28,506 +10%
JIC
206
Johnson Investment Counsel
Ohio
$5.82M +$84.9K +4,575 +1%
CFO
207
CVA Family Office
Colorado
$5.81M -$252K -13,590 -4%
AIA
208
Arcadia Investment Advisors
Idaho
$5.65M -$86.3K -4,653 -2%
NA
209
NewEdge Advisors
Louisiana
$5.5M +$2.74M +146,265 +99%
BSW
210
Buckingham Strategic Wealth
Missouri
$5.39M +$204K +10,998 +4%
AWS
211
Atria Wealth Solutions
New York
$5.29M +$1.21M +65,088 +30%
BA
212
Ballast Advisors
Minnesota
$5.28M -$449K -24,180 -8%
VA
213
Valmark Advisers
Ohio
$5.27M +$144K +7,737 +3%
LJAC
214
L.J. Altfest & Co
New York
$5.12M -$67.6K -3,642 -1%
PA
215
PFG Advisors
Arizona
$5.1M -$1.89M -101,925 -27%
WKWM
216
Walter & Keenan Wealth Management
Indiana
$5.09M +$17.6K +948 +0.3%
CAM
217
Cresset Asset Management
Illinois
$5.07M -$126K -6,765 -2%
CAN
218
Cetera Advisor Networks
California
$4.92M +$831K +44,772 +20%
WFA
219
Wade Financial Advisory
California
$4.91M -$78.4K -4,224 -2%
PMG
220
ProVise Management Group
Florida
$4.89M +$43.3K +2,334 +0.9%
Northern Trust
221
Northern Trust
Illinois
$4.89M -$13.9K -750 -0.3%
WBCM
222
Wilson & Boucher Capital Management
California
$4.82M +$61.2K +3,300 +1%
BF
223
Brooklyn FI
New York
$4.77M +$63.6K +3,429 +1%
GAM
224
Garrison Asset Management
Arkansas
$4.76M -$105K -5,634 -2%
SFWC
225
Strategic Family Wealth Counselors
New Jersey
$4.7M -$376K -20,253 -7%
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