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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
AWS
251
AJ Wealth Strategies
New York
$3.21M -$27.6K -1,764 -0.9%
FCM
252
Firestone Capital Management
Florida
$3.21M +$12.9K +828 +0.4%
BAM
253
Berkshire Asset Management
Pennsylvania
$3.18M +$4.22K +270 +0.1%
IWMA
254
Ironwood Wealth Management (Arizona)
Arizona
$3.17M -$32.9K -2,103 -1%
AC
255
Avant Capital
Louisiana
$3.17M -$56K -3,582 -2%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$3.15M +$877K +56,109 +40%
NGA
257
Naples Global Advisors
Florida
$3.13M -$153K -9,801 -5%
AllianceBernstein
258
AllianceBernstein
Tennessee
$3.1M +$53.4K +3,414 +2%
KF
259
Krilogy Financial
Missouri
$3.06M -$5.84M -373,605 -66%
CWM
260
Chesapeake Wealth Management
Virginia
$3.04M -$60.8K -3,891 -2%
MAM
261
McCarthy Asset Management
California
$3.02M -$38.4K -2,457 -1%
CAM
262
Cozad Asset Management
Illinois
$3.01M -$6.1K -390 -0.2%
IWC
263
Integrated Wealth Concepts
Massachusetts
$2.98M +$1.48M +94,479 +102%
William Blair & Company
264
William Blair & Company
Illinois
$2.97M +$1.1M +70,524 +61%
SWM
265
Seaside Wealth Management
California
$2.97M +$35.2K +2,253 +1%
FC
266
Financial Consulate
Maryland
$2.93M -$211K -13,476 -7%
IWM
267
IHT Wealth Management
Illinois
$2.88M +$147K +9,408 +5%
FT
268
Fiduciary Trust
Massachusetts
$2.85M +$1.41M +90,009 +101%
HCMT
269
Highland Capital Management (Tennessee)
Tennessee
$2.85M -$2.72K -174 -0.1%
PAG
270
Private Advisor Group
New Jersey
$2.8M -$129K -8,265 -5%
MA
271
Mutual Advisors
Nebraska
$2.8M +$43.2K +2,760 +2%
BCM
272
Boltwood Capital Management
California
$2.79M -$84.7K -5,415 -3%
ACA
273
Aspire Capital Advisors
Washington
$2.78M -$28.1K -1,800 -1%
KJWM
274
Kiley Juergens Wealth Management
Washington
$2.78M +$49.9K +3,189 +2%
NCM
275
Novare Capital Management
North Carolina
$2.77M +$102K +6,525 +4%

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.