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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.

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
CMAI
4
Capital Management Associates Inc
Minnesota
$30.6M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$130M

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 Market Value Shares Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.27B 22,788,319 -816,531 -3%
Betterment LLC
2
Betterment LLC
New York
$363M 6,517,448 -217,757 -3%
SCM
3
SCS Capital Management
Massachusetts
$225M 4,034,315 -199,856 -5%
R
4
Rebalance
California
$199M 3,569,637 -40,350 -1%
EK
5
Evensky & Katz
Florida
$197M 3,533,985 -28,654 -0.8%
HCM
6
Hengehold Capital Management
Ohio
$168M 3,015,692 +30,118 +1%
SG
7
Strid Group
Pennsylvania
$137M 2,454,296 +2,245 +0.1%
BFG
8
Bouchey Financial Group
New York
$133M 2,393,274 +237,905 +11%
HWM
9
HB Wealth Management
Georgia
$130M 2,344,147 -765 -0%
HighTower Advisors
10
HighTower Advisors
Illinois
$130M 2,342,195 +519,671 +29%
HP
11
HT Partners
Connecticut
$124M 2,219,601 -1,747 -0.1%
EA
12
Evergreen Advisors
Tennessee
$123M 2,206,888 +21,689 +1%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$120M 2,154,977 -8,572 -0.4%
CC
14
Callan Capital
California
$118M 2,125,616 +43,432 +2%
HDIM
15
Hanson & Doremus Investment Management
Vermont
$106M 1,898,783 +555 +0%
Morgan Stanley
16
Morgan Stanley
New York
$102M 1,835,400 +963,288 +110%
FWM
17
FFT Wealth Management
Pennsylvania
$90.9M 1,632,813 +39,608 +2%
FMWA
18
Forvis Mazars Wealth Advisors
Missouri
$90.1M 1,618,053 -10,923 -0.7%
LP
19
LGL Partners
Pennsylvania
$86M 1,543,964 +6,467 +0.4%
HWA
20
HHM Wealth Advisors
Tennessee
$85.7M 1,540,291 +15,200 +1%
MIS
21
Morningstar Investment Services
Illinois
$79.7M 1,425,586 +760,762 +114%
SFS
22
Summit Financial Strategies
Ohio
$76.9M 1,382,186 -16,947 -1%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$75.4M 1,353,778 -74,125 -5%
Mariner
24
Mariner
Kansas
$69.2M 1,242,227 +5,461 +0.4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$64.9M 1,165,439 -127,187 -10%
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