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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 %
WWC
276
Waypoint Wealth Counsel
Georgia
$2.75M +$7.18K +450 +0.3%
SAM
277
Sawgrass Asset Management
Florida
$2.75M -$25.4K -1,590 -0.9%
GIP
278
Granite Investment Partners
California
$2.74M – – –
AIM
279
AMI Investment Management
Indiana
$2.69M -$277K -17,388 -9%
CIA
280
Compass Ion Advisors
Pennsylvania
$2.69M -$110K -6,924 -4%
AAG
281
Avalon Advisory Group
Pennsylvania
$2.68M -$12.1K -759 -0.4%
LPIC
282
LeJeune Puetz Investment Counsel
Michigan
$2.68M -$39.3K -2,466 -1%
CMBA
283
C.M. Bidwell & Associates
Hawaii
$2.66M +$13.5K +846 +0.5%
TIM
284
Tortoise Investment Management
New York
$2.65M +$239 +15 +0%
LB
285
Leo Brokerage
Texas
$2.61M +$2.61M +163,662 New
SEM
286
Strategic Equity Management
Arizona
$2.61M -$1.56M -97,533 -37%
TRCT
287
Tower Research Capital (TRC)
New York
$2.58M +$2.57M +161,199 +19,611%
PCWA
288
Pacific Capital Wealth Advisors
California
$2.58M -$1.08M -68,016 -30%
RFA
289
RTD Financial Advisors
Pennsylvania
$2.58M -$8.9K -558 -0.3%
ICM
290
Islay Capital Management
Texas
$2.57M -$645K -40,410 -20%
BP
291
BBR Partners
New York
$2.54M – – –
CFS
292
CRA Financial Services
New Jersey
$2.51M -$11.7K -735 -0.5%
CG
293
Colony Group
Massachusetts
$2.51M +$513K +32,151 +26%
PFC
294
Phocas Financial Corp
California
$2.47M -$75.4K -4,725 -3%
EWA
295
EP Wealth Advisors
California
$2.46M +$2.15M +153,573 +682%
IAA
296
Independent Advisor Alliance
North Carolina
$2.45M +$458K +28,719 +23%
RRCM
297
Rappaport Reiches Capital Management
Illinois
$2.44M -$57.2K -3,588 -2%
CAG
298
Csenge Advisory Group
Florida
$2.43M +$256K +16,023 +12%
VVP
299
Venture Visionary Partners
Ohio
$2.43M -$832K -52,170 -26%
ZIC
300
ZWJ Investment Counsel
Georgia
$2.41M -$2.01K -126 -0.1%
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