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Schwab US Broad Market ETF

923 hedge funds and large institutions have $7.19B 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, 365 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $77M | Put options by funds: $23.4M

36% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 45

4% more funds holding in top 10

Funds holding in top 10: 111115 (+4)

1% more capital invested

Capital invested by funds: $7.09B → $7.19B (+$93.2M)

0% more repeat investments, than reductions

Existing positions increased: 366 | Existing positions reduced: 365

1% less funds holding

Funds holding: 929923 (-6)

4.51% less ownership

Funds ownership: 105.61%101.1% (-4.5%)

Holders
923
Holders Change
-6
Holders Change %
-0.65%
% of All Funds
14.71%
Holding in Top 10
115
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.6%
% of All Funds
1.83%
New
61
Increased
366
Reduced
365
Closed
45
Calls
$77M
Puts
$23.4M
Net Calls
+$53.6M
Net Calls Change
+$40.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
226
Leavell Investment Management
Alabama
$3.83M +$22.7K +1,455 +0.6%
FD
227
Financial Designs
California
$3.82M +$819K +52,356 +28%
RWM
228
RKL Wealth Management
Pennsylvania
$3.81M +$140K +8,961 +4%
RDWM
229
Red Door Wealth Management
Tennessee
$3.81M -$194K -12,435 -5%
CSWM
230
Cassady Schiller Wealth Management
Ohio
$3.8M
KIA
231
KCM Investment Advisors
California
$3.78M -$268K -17,118 -7%
AIM
232
AHL Investment Management
Florida
$3.78M -$153K -9,780 -4%
VCM
233
Vivaldi Capital Management
Illinois
$3.76M -$43.6K -2,787 -1%
SWRP
234
Summit Wealth & Retirement Planning
California
$3.75M +$20.5K +1,311 +0.6%
MHR
235
Matthew Hamilton Rosenberg
$3.72M -$17.4K -1,113 -0.5%
RW
236
REDW Wealth
New Mexico
$3.7M -$11.2K -714 -0.3%
SOAG
237
Silver Oak Advisory Group
Oregon
$3.66M -$44.4K -2,838 -1%
CI
238
Cordant Inc
Oregon
$3.62M -$39.4K -2,517 -1%
JP Morgan Chase
239
JP Morgan Chase
New York
$3.59M -$483K -30,897 -12%
SWM
240
Seed Wealth Management
Illinois
$3.56M +$89.1K +5,700 +3%
ADL
241
Asset Dedication LLC
California
$3.51M -$172K -10,998 -5%
DPI
242
Diversified Portfolios Inc
Michigan
$3.47M -$1.44M -92,208 -30%
SWM
243
Southern Wealth Management
Texas
$3.43M +$504K +32,250 +18%
SFA
244
Souders Financial Advisors
Ohio
$3.42M -$348K -22,284 -9%
BIP
245
Blueprint Investment Partners
North Carolina
$3.37M +$322K +20,580 +11%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$3.35M +$16.7K +1,071 +0.5%
SFC
247
Strategic Financial Concepts
Texas
$3.32M +$3.26M +208,200 New
BlackRock
248
BlackRock
New York
$3.31M -$2.56M -163,764 -44%
BL
249
BCWM LLC
Kansas
$3.3M +$122K +7,797 +4%
ACI
250
Alpha Cubed Investments
California
$3.3M

SCHB Hedge Fund Activity: Q1 2023 in Review

923 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab US Broad Market ETF (SCHB) for Q1 2023, worth a combined $7.19B — up 1.3% from $7.09B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SCHB positions and 45 closed out — a net gain of 16 holders — while 366 added to existing stakes and 365 trimmed.

The largest buyer was Transform Wealth, adding an estimated $9.24M. The largest seller was Wealthfront Advisers, cutting an estimated $245M.

  • 923 institutional investors held Schwab US Broad Market ETF (SCHB) as of Q1 2023, down from 929 in Q4 2022.
  • Funds reported $7.19B of Schwab US Broad Market ETF stock for Q1 2023, up 1.3% quarter-over-quarter.
  • 61 funds opened new Schwab US Broad Market ETF positions in Q1 2023 and 45 closed out, a net change of +16 holders.
  • The largest Schwab US Broad Market ETF buyer in Q1 2023 was Transform Wealth, an estimated $9.24M added.
  • The largest Schwab US Broad Market ETF seller in Q1 2023 was Wealthfront Advisers, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2023.