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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

922 hedge funds and large institutions have $7.18B invested in Schwab US Broad Market ETF in 2023 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 366 increasing their positions, 364 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
922
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.76%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.84%
New
61
Increased
366
Reduced
364
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M

Top Buyers

1
TW
Transform Wealth
Colorado
+$9.42M
2
HCM
Hengehold Capital Management
Ohio
+$9.18M
3
AI
Accredited Investors
Minnesota
+$7.5M
4
Lido Advisors
Lido Advisors
California
+$6.21M
5
CFGSD
Compass Financial Group (South Dakota)
South Dakota
+$5.86M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$250M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$49.8M
3
PPW
Pasadena Private Wealth
California
-$21.3M
4
BAM
Belpointe Asset Management
Nevada
-$19.6M
5
Bank of America
Bank of America
North Carolina
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
226
Leavell Investment Management
Alabama
$3.83M +$23.2K +1,455 +0.6%
FD
227
Financial Designs
California
$3.82M +$835K +52,356 +28%
RWM
228
RKL Wealth Management
Pennsylvania
$3.81M +$143K +8,961 +4%
RDWM
229
Red Door Wealth Management
Tennessee
$3.81M -$198K -12,435 -5%
CSWM
230
Cassady Schiller Wealth Management
Ohio
$3.8M – – –
KIA
231
KCM Investment Advisors
California
$3.78M -$273K -17,118 -7%
AIM
232
AHL Investment Management
Florida
$3.78M -$156K -9,780 -4%
VCM
233
Vivaldi Capital Management
Illinois
$3.76M -$44.5K -2,787 -1%
SWRP
234
Summit Wealth & Retirement Planning
California
$3.75M +$20.9K +1,311 +0.6%
MHR
235
Matthew Hamilton Rosenberg
$3.72M -$17.8K -1,113 -0.5%
RW
236
REDW Wealth
New Mexico
$3.7M -$11.4K -714 -0.3%
SOAG
237
Silver Oak Advisory Group
Oregon
$3.66M -$45.3K -2,838 -1%
CI
238
Cordant Inc
Oregon
$3.62M -$40.1K -2,517 -1%
JPMorgan Chase & Co
239
JPMorgan Chase & Co
New York
$3.59M -$493K -30,897 -12%
SWM
240
Seed Wealth Management
Illinois
$3.56M +$90.9K +5,700 +3%
ADL
241
Asset Dedication LLC
California
$3.51M -$175K -10,998 -5%
DPI
242
Diversified Portfolios Inc
Michigan
$3.47M -$1.47M -92,208 -30%
SWM
243
Southern Wealth Management
Texas
$3.43M +$514K +32,250 +18%
SFA
244
Souders Financial Advisors
Ohio
$3.42M -$355K -22,284 -9%
BIP
245
Blueprint Investment Partners
North Carolina
$3.37M +$328K +20,580 +11%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$17.1K +1,071 +0.5%
SFC
247
Strategic Financial Concepts
Texas
$3.32M +$3.32M +208,200 New
BlackRock
248
BlackRock
New York
$3.31M -$2.61M -163,764 -44%
BL
249
BCWM LLC
Kansas
$3.3M +$124K +7,797 +4%
ACI
250
Alpha Cubed Investments
California
$3.3M – – –
8 9
10
11 12