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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.

Holders
943
Holders Change
+21
Holders Change %
+2.28%
% of All Funds
14.88%
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
1
Rebalance
California
$185M
2
SC
2
Savant Capital
Illinois
$30.7M
3
HCM
3
Hengehold Capital Management
Ohio
$143M
4
Stifel Financial
4
Stifel Financial
Missouri
$10.6M
5
MBFW
5
Morton Brown Family Wealth
Pennsylvania
$47.5M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B
2
AWM
2
AE Wealth Management
Kansas
$24M
3
Betterment LLC
3
Betterment LLC
New York
$357M
4
EK
4
Evensky & Katz
Florida
$195M
5
SCM
5
SCS Capital Management
Massachusetts
$223M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.26B 24,392,005 -1,478,296 -6%
Betterment LLC
2
Betterment LLC
New York
$357M 6,898,880 -215,517 -3%
SCM
3
SCS Capital Management
Massachusetts
$223M 4,319,147 -147,101 -3%
EK
4
Evensky & Katz
Florida
$195M 3,769,876 -152,245 -4%
R
5
Rebalance
California
$185M 3,584,389 +601,199 +20%
HCM
6
Hengehold Capital Management
Ohio
$143M 2,769,013 +345,251 +14%
SG
7
Strid Group
Pennsylvania
$126M 2,445,118 +12,277 +0.5%
HWM
8
HB Wealth Management
Georgia
$123M 2,388,231 -38,635 -2%
HP
9
HT Partners
Connecticut
$120M 2,313,020 -4,070 -0.2%
RPGK
10
Retirement Planning Group (Kansas)
Kansas
$113M 2,178,382 -17,198 -0.8%
EA
11
Evergreen Advisors
Tennessee
$111M 2,139,969 +11,119 +0.5%
CC
12
Callan Capital
California
$108M 2,091,710 -81,515 -4%
BFG
13
Bouchey Financial Group
New York
$107M 2,067,579 +45,449 +2%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$92.8M 1,795,322 +36,412 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$84.6M 1,635,533 -22,834 -1%
FWM
16
FFT Wealth Management
Pennsylvania
$82.1M 1,587,354 +5,278 +0.3%
FMWA
17
Forvis Mazars Wealth Advisors
Missouri
$81.3M 1,572,097 +107,952 +7%
LP
18
LGL Partners
Pennsylvania
$79.2M 1,531,710 +5,609 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$77.6M 1,501,649 +22,831 +2%
SFS
20
Summit Financial Strategies
Ohio
$72M 1,392,113 +2,061 +0.1%
Mariner
21
Mariner
Kansas
$63M 1,219,153 -43,318 -3%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$57.8M 1,117,329 -7,340 -0.7%
BP
23
Ballentine Partners
Massachusetts
$57.5M 1,111,984 -11,619 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$54.9M 1,061,384 -43,888 -4%
HighTower Advisors
25
HighTower Advisors
Illinois
$53.9M 1,042,802 +21,191 +2%
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