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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

928 hedge funds and large institutions have $7.09B invested in Schwab US Broad Market ETF in 2022 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 347 increasing their positions, 321 reducing their positions, and 31 closing their positions.

Holders
928
Holders Change
+74
Holders Change %
+8.67%
% of All Funds
14.97%
Holding in Top 10
111
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+8.82%
% of All Funds
1.79%
New
125
Increased
347
Reduced
321
Closed
31
Calls
$20.2M
Puts
$7.09M
Net Calls
+$13.1M
Net Calls Change
-$574K

Top Buyers

1
Wealthfront Advisers
1
Wealthfront Advisers
California
$1.39B
2
R
2
Rebalance
California
$132M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$96.2M
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$43.4M
5
M
5
MYeCFO
California
$28.8M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
BF
2
Brooklyn FI
New York
$1.84M
3
SCM
3
SCS Capital Management
Massachusetts
$216M
4
GAM
4
Gemmer Asset Management
California
$15.4M
5
APW
5
Aurora Private Wealth
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
226
Koshinski Asset Management
Illinois
$3.75M 83,593 +3,681 +5%
AT
227
American Trust
Kentucky
$3.68M 82,208 +82,208 New
AIM
228
AHL Investment Management
Florida
$3.68M 82,191 -15,542 -16%
VCM
229
Vivaldi Capital Management
Illinois
$3.62M 79,590 +1,267 +2%
LIM
230
Leavell Investment Management
Alabama
$3.57M 79,553 -4,679 -6%
CSWM
231
Cassady Schiller Wealth Management
Ohio
$3.56M 79,469 -29 -0%
SFA
232
Souders Financial Advisors
Ohio
$3.54M 78,923 +5,675 +8%
CAM
233
Cresset Asset Management
Illinois
$3.51M 78,985 +2,808 +4%
MHR
234
Matthew Hamilton Rosenberg
$3.5M 78,108 +16,288 +26%
SWRP
235
Summit Wealth & Retirement Planning
California
$3.49M 77,871 +1,174 +2%
RW
236
REDW Wealth
New Mexico
$3.47M 77,510 -4,704 -6%
SOAG
237
Silver Oak Advisory Group
Oregon
$3.47M 77,387 +2,271 +3%
ADL
238
Asset Dedication LLC
California
$3.45M 77,018 +4,150 +6%
PCWA
239
Pacific Capital Wealth Advisors
California
$3.43M 76,622 -22,190 -22%
RWM
240
RKL Wealth Management
Pennsylvania
$3.43M 76,553 -2,167 -3%
CI
241
Cordant Inc
Oregon
$3.43M 76,549 -11,664 -13%
SWM
242
Seed Wealth Management
Illinois
$3.25M 72,590 +72,590 New
OCG
243
Opus Capital Group
Ohio
$3.15M 70,237 +70,237 New
WAP
244
Wealthcare Advisory Partners
Pennsylvania
$3.12M 69,617 +1,463 +2%
Corient Private Wealth
245
Corient Private Wealth
Florida
$3.11M 69,463 +69,463 New
ACI
246
Alpha Cubed Investments
California
$3.09M 68,900 – –
NGA
247
Naples Global Advisors
Florida
$3.08M 68,765 -2,020 -3%
CIAS
248
Capital Investment Advisory Services
North Carolina
$3.08M 68,672 -11,454 -14%
VVP
249
Venture Visionary Partners
Ohio
$3.05M 68,149 +15 +0%
AWS
250
AJ Wealth Strategies
New York
$3.04M 67,746 +4 +0%
8 9
10
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