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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.

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
1
HighTower Advisors
Illinois
$90.8M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$25.3M
3
GA
3
GSG Advisors
New Jersey
$15.5M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$71.2M
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$11.4M

Top Sellers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$64.4M
3
Cerity Partners
3
Cerity Partners
New York
$5.47M
4
EK
4
Evensky & Katz
Florida
$178M
5
JWS
5
Juncture Wealth Strategies
Arizona
$11.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.18B 23,604,850 -787,155 -3%
Betterment LLC
2
Betterment LLC
New York
$336M 6,735,205 -163,675 -2%
SCM
3
SCS Capital Management
Massachusetts
$211M 4,234,171 -84,976 -2%
R
4
Rebalance
California
$180M 3,609,987 +25,598 +0.7%
EK
5
Evensky & Katz
Florida
$178M 3,562,639 -207,237 -5%
HCM
6
Hengehold Capital Management
Ohio
$149M 2,985,574 +216,561 +8%
SG
7
Strid Group
Pennsylvania
$122M 2,452,051 +6,933 +0.3%
HWM
8
HB Wealth Management
Georgia
$117M 2,344,912 -43,319 -2%
HP
9
HT Partners
Connecticut
$111M 2,221,348 -91,672 -4%
EA
10
Evergreen Advisors
Tennessee
$109M 2,185,199 +45,230 +2%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$108M 2,163,549 -14,833 -0.7%
BFG
12
Bouchey Financial Group
New York
$107M 2,155,369 +87,790 +4%
CC
13
Callan Capital
California
$104M 2,082,184 -9,526 -0.5%
HDIM
14
Hanson & Doremus Investment Management
Vermont
$94.6M 1,898,228 +102,906 +6%
HighTower Advisors
15
HighTower Advisors
Illinois
$90.8M 1,822,524 +779,722 +75%
FMWA
16
Forvis Mazars Wealth Advisors
Missouri
$81.2M 1,628,976 +56,879 +4%
FWM
17
FFT Wealth Management
Pennsylvania
$79.4M 1,593,205 +5,851 +0.4%
LP
18
LGL Partners
Pennsylvania
$76.6M 1,537,497 +5,787 +0.4%
HWA
19
HHM Wealth Advisors
Tennessee
$76M 1,525,091 +23,442 +2%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$71.2M 1,427,903 +310,574 +28%
SFS
21
Summit Financial Strategies
Ohio
$69.7M 1,399,133 +7,020 +0.5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$64.4M 1,292,626 -342,907 -21%
Mariner
23
Mariner
Kansas
$61.7M 1,236,766 +17,613 +1%
BP
24
Ballentine Partners
Massachusetts
$55.1M 1,104,469 -7,515 -0.7%
HSA
25
HBK Sorce Advisory
Pennsylvania
$53.5M 1,072,768 +11,384 +1%
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