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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 %
AWS
251
AJ Wealth Strategies
New York
$3.21M -$28.1K -1,764 -0.9%
FCM
252
Firestone Capital Management
Florida
$3.21M +$13.2K +828 +0.4%
BAM
253
Berkshire Asset Management
Pennsylvania
$3.18M +$4.31K +270 +0.1%
IWMA
254
Ironwood Wealth Management (Arizona)
Arizona
$3.17M -$33.5K -2,103 -1%
AC
255
Avant Capital
Louisiana
$3.17M -$57.1K -3,582 -2%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$3.15M +$895K +56,109 +40%
NGA
257
Naples Global Advisors
Florida
$3.13M -$156K -9,801 -5%
AllianceBernstein
258
AllianceBernstein
Tennessee
$3.1M +$54.5K +3,414 +2%
KF
259
Krilogy Financial
Missouri
$3.06M -$5.96M -373,605 -66%
CWM
260
Chesapeake Wealth Management
Virginia
$3.04M -$62.1K -3,891 -2%
MAM
261
McCarthy Asset Management
California
$3.02M -$39.2K -2,457 -1%
CAM
262
Cozad Asset Management
Illinois
$3.01M -$6.22K -390 -0.2%
IWC
263
Integrated Wealth Concepts
Massachusetts
$2.98M +$1.51M +94,479 +102%
William Blair & Company
264
William Blair & Company
Illinois
$2.97M +$1.12M +70,524 +61%
SWM
265
Seaside Wealth Management
California
$2.97M +$35.9K +2,253 +1%
FC
266
Financial Consulate
Maryland
$2.93M -$215K -13,476 -7%
IWM
267
IHT Wealth Management
Illinois
$2.88M +$150K +9,408 +5%
FT
268
Fiduciary Trust
Massachusetts
$2.85M +$1.44M +90,009 +101%
HCMT
269
Highland Capital Management (Tennessee)
Tennessee
$2.85M -$2.78K -174 -0.1%
PAG
270
Private Advisor Group
New Jersey
$2.8M -$132K -8,265 -5%
MA
271
Mutual Advisors
Nebraska
$2.8M +$44K +2,760 +2%
BCM
272
Boltwood Capital Management
California
$2.79M -$86.4K -5,415 -3%
ACA
273
Aspire Capital Advisors
Washington
$2.78M -$28.7K -1,800 -1%
KJWM
274
Kiley Juergens Wealth Management
Washington
$2.78M +$50.9K +3,189 +2%
NCM
275
Novare Capital Management
North Carolina
$2.77M +$104K +6,525 +4%
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