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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 %
AC
251
Avant Capital
Louisiana
$3.02M 67,392 -924 -1%
ICM
252
Islay Capital Management
Texas
$3.01M 67,238 -6,688 -9%
IWMA
253
Ironwood Wealth Management (Arizona)
Arizona
$3M 66,952 +5,550 +9%
FCM
254
Firestone Capital Management
Florida
$3M 66,850 +4,509 +7%
RJA
255
Raymond James & Associates
Florida
$2.99M 66,659 +1,192 +2%
BL
256
BCWM LLC
Kansas
$2.98M 66,405 +464 +0.7%
BAM
257
Berkshire Asset Management
Pennsylvania
$2.98M 66,393 +102 +0.2%
FC
258
Financial Consulate
Maryland
$2.95M 65,770 -1,729 -3%
WOSD
259
WFA of San Diego
California
$2.94M 65,533 -1,807 -3%
CWM
260
Chesapeake Wealth Management
Virginia
$2.91M 64,837 +2,252 +4%
MAM
261
McCarthy Asset Management
California
$2.87M 63,994 +156 +0.2%
AllianceBernstein
262
AllianceBernstein
Tennessee
$2.85M 63,599 -25 -0%
BIP
263
Blueprint Investment Partners
North Carolina
$2.85M 63,548 +726 +1%
CAM
264
Cozad Asset Management
Illinois
$2.82M 62,955 +600 +1%
FD
265
Financial Designs
California
$2.8M 62,433 +62,433 New
AIM
266
AMI Investment Management
Indiana
$2.78M 62,099 +1,634 +3%
MSS
267
Mitchell Sinkler & Starr
Pennsylvania
$2.75M 61,445 +4,601 +8%
SWM
268
Seaside Wealth Management
California
$2.74M 61,222 -1,185 -2%
SWM
269
Southern Wealth Management
Texas
$2.73M 61,026 +8,067 +15%
BCM
270
Boltwood Capital Management
California
$2.69M 60,116 -3,238 -5%
HCMT
271
Highland Capital Management (Tennessee)
Tennessee
$2.67M 59,548 -988 -2%
ACA
272
Aspire Capital Advisors
Washington
$2.63M 58,739 -228 -0.4%
CIA
273
Compass Ion Advisors
Pennsylvania
$2.62M 58,542 +1,545 +3%
SAM
274
Sawgrass Asset Management
Florida
$2.6M 57,920 +485 +0.8%
MA
275
Mutual Advisors
Nebraska
$2.58M 57,515 -8,442 -13%
9 10
11
12 13