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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 %
WWC
276
Waypoint Wealth Counsel
Georgia
$2.57M 57,397 +57,397 New
GIP
277
Granite Investment Partners
California
$2.56M 57,199 -35 -0.1%
IWM
278
IHT Wealth Management
Illinois
$2.56M 57,144 -3,275 -5%
KJWM
279
Kiley Juergens Wealth Management
Washington
$2.55M 56,968 +283 +0.5%
LPIC
280
LeJeune Puetz Investment Counsel
Michigan
$2.54M 56,734 +1,492 +3%
AAG
281
Avalon Advisory Group
Pennsylvania
$2.52M 56,246 -12,459 -18%
Goldman Sachs
282
Goldman Sachs
New York
$2.5M 55,848 +13,832 +33%
MCCP
283
Mission Creek Capital Partners
California
$2.5M 55,829 -2,104 -4%
NCM
284
Novare Capital Management
North Carolina
$2.5M 55,750 +2,430 +5%
GPFA
285
Game Plan Financial Advisors
Ohio
$2.49M 55,557 -193 -0.3%
CMBA
286
C.M. Bidwell & Associates
Hawaii
$2.48M 55,329 +3,641 +7%
TIM
287
Tortoise Investment Management
New York
$2.48M 55,286 +7,916 +17%
RFA
288
RTD Financial Advisors
Pennsylvania
$2.43M 54,122 -883 -2%
NI
289
NYL Investors
New York
$2.42M 54,100 +700 +1%
BP
290
BBR Partners
New York
$2.38M 53,132 – –
PFC
291
Phocas Financial Corp
California
$2.38M 53,118 -675 -1%
AssetMark Inc
292
AssetMark Inc
California
$2.38M 53,056 +53,056 New
CFS
293
CRA Financial Services
New Jersey
$2.36M 52,709 -5,123 -9%
ACA
294
Atlas Capital Advisors
Wyoming
$2.35M 52,444 +5,988 +13%
RRCM
295
Rappaport Reiches Capital Management
Illinois
$2.34M 52,151 -336 -0.6%
PCMC
296
Private Capital Management (Colorado)
Colorado
$2.29M 51,194 -6,638 -11%
LRPA
297
L. Roy Papp & Associates
Arizona
$2.28M 50,812 -34 -0.1%
PWMG
298
Prestige Wealth Management Group
New Jersey
$2.27M 50,712 -2,474 -5%
ZIC
299
ZWJ Investment Counsel
Georgia
$2.26M 50,469 -1,027 -2%
PCIA
300
Prime Capital Investment Advisors
Kansas
$2.25M 50,185 -406 -0.8%
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